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CMU

MFS High Yield Municipal Trust

Delisted

CMU was delisted on the 5th of June, 2026.

49 hedge funds and large institutions have $33.5M invested in MFS High Yield Municipal Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

10% more capital invested

Capital invested by funds: $30.4M → $33.5M (+$3.11M)

4.44% more ownership

Funds ownership: 33.29%37.73% (+4.4%)

2% more funds holding

Funds holding: 4849 (+1)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Drive Wealth Management
Utah
$123K
FPCP
27
Fort Point Capital Partners
California
$112K +$61.2K +18,749 +110%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$105K -$41.8K -12,804 -28%
EH
29
Equitable Holdings
New York
$91.9K +$944 +289 +1%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$86.1K
RJA
31
Raymond James & Associates
Florida
$82.7K +$49K +15,000 +131%
RJT
32
Raymond James Trust
Florida
$61.8K
PAG
33
Private Advisor Group
New Jersey
$59.8K
GLLW
34
Graves Light Lenhart Wealth
Virginia
$58.1K
CIA
35
Capital Investment Advisors
Georgia
$53.7K
JP Morgan Chase
36
JP Morgan Chase
New York
$51.5K +$41.1K +12,592 +327%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$51K +$379 +116 +0.7%
FWM
38
Fairhaven Wealth Management
Illinois
$50.3K
IAIM
39
International Assets Investment Management
Florida
$47K +$49K +15,000 New
CAN
40
Cetera Advisor Networks
California
$44K -$13.2K -4,035 -22%
WAM
41
WealthTrust Asset Management
Florida
$39.1K +$402 +123 +1%
PFO
42
Pathstone Family Office
New Jersey
$37.2K +$38.8K +11,881 New
NA
43
NewEdge Advisors
Louisiana
$35.4K
Wells Fargo
44
Wells Fargo
California
$30.6K -$173 -53 -0.5%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$18.6K +$19.4K +5,932 New
RTL
46
Red Tortoise LLC
Georgia
$11.4K
QL
47
Quarry LP
New York
$3.19K +$3.33K +1,020 New
MWM
48
Mascoma Wealth Management
New Hampshire
$2.64K
AWM
49
Avior Wealth Management
Nebraska
$1.73K +$16 +5 +0.9%
SWM
50
Stockman Wealth Management
Montana
-$64.4K -20,000 Closed

CMU Hedge Fund Activity: Q3 2023 in Review

49 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q3 2023, worth a combined $33.5M — up 10% from $30.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CMU positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 14 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $1.49M. The largest seller was Rivernorth Capital Management, cutting an estimated $937K.

  • 49 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q3 2023, up from 48 in Q2 2023.
  • Funds reported $33.5M of MFS High Yield Municipal Trust stock for Q3 2023, up 10% quarter-over-quarter.
  • 8 funds opened new MFS High Yield Municipal Trust positions in Q3 2023 and 7 closed out, a net change of +1 holder.
  • The largest MFS High Yield Municipal Trust buyer in Q3 2023 was City of London Investment Management, an estimated $1.49M added.
  • The largest MFS High Yield Municipal Trust seller in Q3 2023 was Rivernorth Capital Management, an estimated $937K sold.

Based on aggregated 13F filings for Q3 2023.