MFS High Yield Municipal Trust
CMU was delisted on the 5th of June, 2026.
34 hedge funds and large institutions have $13.1M invested in MFS High Yield Municipal Trust in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
26% more capital invested
Capital invested by funds: $10.3M → $13.1M (+$2.74M)
13% more funds holding
Funds holding: 30 → 34 (+4)
2.37% more ownership
Funds ownership: 7.69% → 10.06% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
+$1.82M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.01M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$220K |
| 4 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$143K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$136K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Ramiah Investment Group
Brookfield,
Wisconsin
|
-$220K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$99.1K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$25.1K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$19.7K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJT
26
Raymond James Trust
St. Petersburg,
Florida
| $51K | – | – | – |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $46K | +$32.3K | +6,790 | +211% |
|
|
PWA
28
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $40K | +$41.4K | +8,700 | New |
|
29
Bank of America
Charlotte,
North Carolina
| $27K | +$8.56K | +1,800 | +45% |
|
|
WAM
30
Wolverine Asset Management
Chicago,
Illinois
| $21K | +$22.2K | +4,665 | New |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| $15K | – | – | – |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $9K | – | – | – |
|
|
RTL
33
Red Tortoise LLC
Atlanta,
Georgia
| $2K | +$2.38K | +500 | New |
|
|
AWM
34
Avior Wealth Management
Omaha,
Nebraska
| $2K | +$2.39K | +503 | New |
|
|
RIG
35
Ramiah Investment Group
Brookfield,
Wisconsin
| – | -$220K | -46,211 | Closed |
|
|
NFSG
36
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$13K | -2,764 | Closed |
|
CMU Hedge Fund Activity: Q3 2021 in Review
34 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q3 2021, worth a combined $13.1M — up 26% from $10.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CMU positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Claybrook Capital, opening a new position worth an estimated $1.82M. The largest seller was Ramiah Investment Group, exiting entirely with an estimated $220K sold.
- 34 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q3 2021, up from 30 in Q2 2021.
- Funds reported $13.1M of MFS High Yield Municipal Trust stock for Q3 2021, up 26% quarter-over-quarter.
- 6 funds opened new MFS High Yield Municipal Trust positions in Q3 2021 and 2 closed out, a net change of +4 holders.
- The largest MFS High Yield Municipal Trust buyer in Q3 2021 was Claybrook Capital, an estimated $1.82M added.
- The largest MFS High Yield Municipal Trust seller in Q3 2021 was Ramiah Investment Group, an estimated $220K sold.
Based on aggregated 13F filings for Q3 2021.