MFS High Yield Municipal Trust
CMU was delisted on the 5th of June, 2026.
34 hedge funds and large institutions have $10.3M invested in MFS High Yield Municipal Trust in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
28% more capital invested
Capital invested by funds: $8M → $10.3M (+$2.27M)
13% more funds holding
Funds holding: 30 → 34 (+4)
1.52% more ownership
Funds ownership: 6.73% → 8.25% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.4M |
| 2 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$215K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$189K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$84.3K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$79.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$225K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$63K |
| 3 |
HR
Hayden Royal
Charlotte,
North Carolina
|
-$63K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$43.7K |
| 5 |
RIG
Ramiah Investment Group
Brookfield,
Wisconsin
|
-$32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJT
26
Raymond James Trust
St. Petersburg,
Florida
| $48K | – | – | – |
|
|
FIA
27
FNY Investment Advisers
New York
| $31K | +$30.6K | +7,120 | New |
|
|
WT
28
Whittier Trust
South Pasadena,
California
| $24K | – | – | – |
|
|
GWS
29
Glassman Wealth Services
Vienna,
Virginia
| $22K | – | – | – |
|
|
NFSG
30
Newbridge Financial Services Group
Boca Raton,
Florida
| $19K | -$1.65K | -384 | -8% |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| $15K | – | – | – |
|
|
MIM
32
Merrion Investment Management
Cranford,
New Jersey
| $5K | +$4.89K | +1,140 | New |
|
33
Jones Financial Companies
Des Peres,
Missouri
| $2K | +$2.08K | +484 | New |
|
34
Fifth Third Bancorp
Cincinnati,
Ohio
| $1K | – | – | – |
|
|
HR
35
Hayden Royal
Charlotte,
North Carolina
| – | -$63K | -15,000 | Closed |
|
|
AAS
36
Avantax Advisory Services
Dallas,
Texas
| – | -$63K | -14,894 | Closed |
|
|
WAM
37
Wolverine Asset Management
Chicago,
Illinois
| – | -$28K | -6,875 | Closed |
|
|
BFEC
38
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$9K | -2,150 | Closed |
|
CMU Hedge Fund Activity: Q4 2020 in Review
34 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q4 2020, worth a combined $10.3M — up 28% from $8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CMU positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Robinson Capital Management, opening a new position worth an estimated $1.4M. The largest seller was Wells Fargo, cutting an estimated $225K.
- 34 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q4 2020, up from 30 in Q3 2020.
- Funds reported $10.3M of MFS High Yield Municipal Trust stock for Q4 2020, up 28% quarter-over-quarter.
- 8 funds opened new MFS High Yield Municipal Trust positions in Q4 2020 and 4 closed out, a net change of +4 holders.
- The largest MFS High Yield Municipal Trust buyer in Q4 2020 was Robinson Capital Management, an estimated $1.4M added.
- The largest MFS High Yield Municipal Trust seller in Q4 2020 was Wells Fargo, an estimated $225K sold.
Based on aggregated 13F filings for Q4 2020.