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CMU

MFS High Yield Municipal Trust

Delisted

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

48 hedge funds and large institutions have $33.8M invested in MFS High Yield Municipal Trust in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

10% more capital invested

Capital invested by funds: $30.8M → $33.8M (+$3M)

4.65% more ownership

Funds ownership: 31.71%36.36% (+4.6%)

8% less funds holding

Funds holding: 5248 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
19
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$113K +$1.31K +368 +1%
Bessemer Group
27
Bessemer Group
New Jersey
$110K +$107K +30,000 New
NPFS
28
Novak & Powell Financial Services
Florida
$104K +$1.22K +343 +1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$100K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$94K +$252 +71 +0.3%
AWS
31
Atria Wealth Solutions
New York
$74K +$3.55K +1,000 +5%
RJT
32
Raymond James Trust
Florida
$72.4K
PAG
33
Private Advisor Group
New Jersey
$70K
ACA
34
Ackerman Capital Advisors
Texas
$69.7K +$67.5K +19,011 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$61K +$526 +148 +0.9%
CIA
36
Capital Investment Advisors
Georgia
$53.9K
WAM
37
WealthTrust Asset Management
Florida
$48.1K +$565 +159 +1%
KAS
38
Kestra Advisory Services
Texas
$46.8K +$171 +48 +0.4%
Nomura Holdings
39
Nomura Holdings
Japan
$45.8K -$73.6K -20,726 -62%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$45.8K
Wells Fargo
41
Wells Fargo
California
$42.4K -$5.54K -1,559 -12%
MFIM
42
Mesirow Financial Investment Management
Illinois
$40K +$473 +133 +1%
Citadel Advisors
43
Citadel Advisors
Florida
$38.2K -$38K -10,684 -51%
XT
44
XTX Topco
Cayman Islands
$37K +$35.9K +10,099 New
IAIM
45
International Assets Investment Management
Florida
$12.7K +$120K +33,890 +271%
RTL
46
Red Tortoise LLC
Georgia
$9.9K
RIL
47
Rothschild Investment LLC
Illinois
$5.63K
MWM
48
Mascoma Wealth Management
New Hampshire
$3.09K
FPCP
49
Fort Point Capital Partners
California
-$251K -73,310 Closed
LCM
50
Landscape Capital Management
New Jersey
-$142K -41,452 Closed

CMU Hedge Fund Activity: Q3 2024 in Review

48 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q3 2024, worth a combined $33.8M — up 9.7% from $30.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CMU and 3 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 19 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.15M. The largest seller was Saba Capital Management, cutting an estimated $2.09M.

  • 48 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q3 2024, down from 52 in Q2 2024.
  • Funds reported $33.8M of MFS High Yield Municipal Trust stock for Q3 2024, up 9.7% quarter-over-quarter.
  • 3 funds opened new MFS High Yield Municipal Trust positions in Q3 2024 and 7 closed out, a net change of -4 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q3 2024 was Sit Investment Associates, an estimated $2.15M added.
  • The largest MFS High Yield Municipal Trust seller in Q3 2024 was Saba Capital Management, an estimated $2.09M sold.

Based on aggregated 13F filings for Q3 2024.