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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 $30.8M invested in MFS High Yield Municipal Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more capital invested

Capital invested by funds: $29.3M → $30.8M (+$1.55M)

0.66% more ownership

Funds ownership: 31.05%31.71% (+0.66%)

0% more funds holding

Funds holding: 5252 (0)

Holders
52
Holders Change
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
21
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$135K +$75.4K +22,754 +138%
DWM
27
Drive Wealth Management
Utah
$117K
IWC
28
Integrated Wealth Concepts
Massachusetts
$116K -$32.5K -9,808 -22%
Nomura Holdings
29
Nomura Holdings
Japan
$114K
EH
30
Equitable Holdings
New York
$104K +$1.62K +489 +2%
NPFS
31
Novak & Powell Financial Services
Florida
$96.2K +$1.13K +341 +1%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$93.9K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$88K -$75.4K -22,769 -47%
Citadel Advisors
34
Citadel Advisors
Florida
$72.4K +$32K +9,656 +84%
RJT
35
Raymond James Trust
Florida
$67.8K
AWS
36
Atria Wealth Solutions
New York
$65.9K +$7.07K +2,134 +13%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$65.6K +$8.78K +2,650 +16%
PAG
38
Private Advisor Group
New Jersey
$65.5K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$57K +$490 +148 +0.9%
CIA
40
Capital Investment Advisors
Georgia
$50.5K -$2.65K -800 -5%
SW
41
Simplicity Wealth
New Jersey
$45.9K +$44.3K +13,379 New
Wells Fargo
42
Wells Fargo
California
$45K +$11K +3,329 +34%
WAM
43
WealthTrust Asset Management
Florida
$44.5K +$517 +156 +1%
KAS
44
Kestra Advisory Services
Texas
$43.6K +$42.1K +12,708 New
IAIM
45
International Assets Investment Management
Florida
$42.9K +$503 +152 +1%
Pathstone Holdings
46
Pathstone Holdings
New Jersey
$42.8K
SA
47
Sanctuary Advisors
Indiana
$42.3K +$43.5K +13,142 New
RJA
48
Raymond James & Associates
Florida
$39.2K
MFIM
49
Mesirow Financial Investment Management
Illinois
$37K +$431 +130 +1%
RTL
50
Red Tortoise LLC
Georgia
$9.27K

CMU Hedge Fund Activity: Q2 2024 in Review

52 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q2 2024, worth a combined $30.8M — up 5.3% from $29.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CMU positions and 4 closed out — a net gain of 1 holder — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $929K. The largest seller was Saba Capital Management, cutting an estimated $717K.

  • 52 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $30.8M of MFS High Yield Municipal Trust stock for Q2 2024, up 5.3% quarter-over-quarter.
  • 5 funds opened new MFS High Yield Municipal Trust positions in Q2 2024 and 4 closed out, a net change of +1 holder.
  • The largest MFS High Yield Municipal Trust buyer in Q2 2024 was Sit Investment Associates, an estimated $929K added.
  • The largest MFS High Yield Municipal Trust seller in Q2 2024 was Saba Capital Management, an estimated $717K sold.

Based on aggregated 13F filings for Q2 2024.