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CMU

MFS High Yield Municipal Trust

Delisted

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

52 hedge funds and large institutions have $29.3M invested in MFS High Yield Municipal Trust in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 5152 (+1)

4% less capital invested

Capital invested by funds: $30.4M → $29.3M (-$1.13M)

1.51% less ownership

Funds ownership: 32.56%31.05% (-1.5%)

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Drive Wealth Management
Utah
$113K
Nomura Holdings
27
Nomura Holdings
Japan
$111K +$110K +33,224 New
EH
28
Equitable Holdings
New York
$99.5K +$1.04K +316 +1%
NPFS
29
Novak & Powell Financial Services
Florida
$92.3K +$1.03K +313 +1%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$91.1K
FPCP
31
Fort Point Capital Partners
California
$90.9K +$90K +27,301 New
WFA
32
WMG Financial Advisors
Tennessee
$76.6K +$9.89K +3,000 +15%
RJT
33
Raymond James Trust
Florida
$65.8K
PAG
34
Private Advisor Group
New Jersey
$63.6K
AWS
35
Atria Wealth Solutions
New York
$56.8K -$201K -60,807 -78%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$55.1K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$55K +$449 +136 +0.8%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$54.9K +$54.4K +16,487 New
CIA
39
Capital Investment Advisors
Georgia
$51.7K -$5.44K -1,650 -10%
WAM
40
WealthTrust Asset Management
Florida
$42.7K +$613 +186 +1%
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$41.6K
CAN
42
Cetera Advisor Networks
California
$41K +$2.93K +889 +8%
IAIM
43
International Assets Investment Management
Florida
$40.9K -$114K -34,679 -74%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$39K +$38.3K +11,614 New
Citadel Advisors
45
Citadel Advisors
Florida
$38.2K +$37.8K +11,462 New
RJA
46
Raymond James & Associates
Florida
$38K
MFIM
47
Mesirow Financial Investment Management
Illinois
$35.5K +$399 +121 +1%
Wells Fargo
48
Wells Fargo
California
$32.6K
RTL
49
Red Tortoise LLC
Georgia
$9K
RIL
50
Rothschild Investment LLC
Illinois
$5.12K

CMU Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q1 2024, worth a combined $29.3M — down 3.7% from $30.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CMU positions and 5 closed out — a net gain of 1 holder — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $521K. The largest seller was Saba Capital Management, cutting an estimated $1.49M.

  • 52 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q1 2024, up from 51 in Q4 2023.
  • Funds reported $29.3M of MFS High Yield Municipal Trust stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 6 funds opened new MFS High Yield Municipal Trust positions in Q1 2024 and 5 closed out, a net change of +1 holder.
  • The largest MFS High Yield Municipal Trust buyer in Q1 2024 was Rivernorth Capital Management, an estimated $521K added.
  • The largest MFS High Yield Municipal Trust seller in Q1 2024 was Saba Capital Management, an estimated $1.49M sold.

Based on aggregated 13F filings for Q1 2024.