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CMU

MFS High Yield Municipal Trust

Delisted

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

51 hedge funds and large institutions have $30.4M invested in MFS High Yield Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 4951 (+2)

5.17% less ownership

Funds ownership: 37.73%32.56% (-5.2%)

9% less capital invested

Capital invested by funds: $33.5M → $30.4M (-$3.08M)

52% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 23

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
11
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$122K +$114K +36,847 New
DWM
27
Drive Wealth Management
Utah
$113K -$16K -5,200 -13%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$101K -$9.1K -2,952 -9%
EH
29
Equitable Holdings
New York
$97.9K +$663 +215 +0.7%
NPFS
30
Novak & Powell Financial Services
Florida
$90.7K +$84.5K +27,391 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$90.6K -$398 -129 -0.5%
WAM
32
Wolverine Asset Management
Illinois
$72.5K +$67.5K +21,900 New
SWP
33
Stratos Wealth Partners
Ohio
$67.8K +$63.1K +20,475 New
WFA
34
WMG Financial Advisors
Tennessee
$66.2K +$61.7K +20,000 New
RJT
35
Raymond James Trust
Florida
$65.4K
PAG
36
Private Advisor Group
New Jersey
$63.2K
CIA
37
Capital Investment Advisors
Georgia
$56.8K
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$54.8K +$32.7K +10,615 +179%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$54K +$389 +126 +0.8%
FWM
40
Fairhaven Wealth Management
Illinois
$53.1K
WAM
41
WealthTrust Asset Management
Florida
$41.8K +$413 +134 +1%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$41.3K +$38.5K +12,490 New
RJA
43
Raymond James & Associates
Florida
$37.8K -$46.3K -15,000 -57%
CAN
44
Cetera Advisor Networks
California
$37.8K -$8.15K -2,642 -19%
MFIM
45
Mesirow Financial Investment Management
Illinois
$34.9K +$32.5K +10,529 New
Wells Fargo
46
Wells Fargo
California
$32.4K -$3 -1 -0%
IAIM
47
International Assets Investment Management
Florida
$14.2K +$98.8K +32,035 +214%
RTL
48
Red Tortoise LLC
Georgia
$8.94K -$2.9K -940 -26%
RIL
49
Rothschild Investment LLC
Illinois
$5.09K +$4.74K +1,537 New
FFA
50
Frazier Financial Advisors
Ohio
$4.96K +$4.63K +1,500 New

CMU Hedge Fund Activity: Q4 2023 in Review

51 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q4 2023, worth a combined $30.4M — down 9.2% from $33.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CMU positions and 8 closed out — a net gain of 4 holders — while 11 added to existing stakes and 23 trimmed.

The largest buyer was Icon Advisers, opening a new position worth an estimated $2.3M. The largest seller was Saba Capital Management, cutting an estimated $6.2M.

  • 51 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q4 2023, up from 49 in Q3 2023.
  • Funds reported $30.4M of MFS High Yield Municipal Trust stock for Q4 2023, down 9.2% quarter-over-quarter.
  • 12 funds opened new MFS High Yield Municipal Trust positions in Q4 2023 and 8 closed out, a net change of +4 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q4 2023 was Icon Advisers, an estimated $2.3M added.
  • The largest MFS High Yield Municipal Trust seller in Q4 2023 was Saba Capital Management, an estimated $6.2M sold.

Based on aggregated 13F filings for Q4 2023.