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CMU

MFS High Yield Municipal Trust

Delisted

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

42 hedge funds and large institutions have $39.2M invested in MFS High Yield Municipal Trust in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

16% more capital invested

Capital invested by funds: $33.8M → $39.2M (+$5.35M)

7.26% more ownership

Funds ownership: 36.36%43.62% (+7.3%)

13% less funds holding

Funds holding: 4842 (-6)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
42
Holders Change
-6
Holders Change %
-12.5%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Drive Wealth Management
Utah
$84.5K -$35.9K -10,000 -29%
XT
27
XTX Topco
Cayman Islands
$83.9K +$49.3K +13,746 +136%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$71.9K +$73.3K +20,429 New
NWMP
29
Noble Wealth Management PBC
Colorado
$70.8K +$72.1K +20,100 New
PAG
30
Private Advisor Group
New Jersey
$67.2K
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$59K +$542 +151 +0.9%
IWC
32
Integrated Wealth Concepts
Massachusetts
$55.4K -$66.2K -18,446 -54%
WAM
33
WealthTrust Asset Management
Florida
$46.8K +$574 +160 +1%
KAS
34
Kestra Advisory Services
Texas
$45.7K +$861 +240 +2%
IAIM
35
International Assets Investment Management
Florida
$45.2K -$121K -33,583 -72%
MFIM
36
Mesirow Financial Investment Management
Illinois
$38.9K +$481 +134 +1%
Wells Fargo
37
Wells Fargo
California
$28.7K -$12.3K -3,414 -30%
IBOK
38
Independence Bank of Kentucky
Kentucky
$17.6K +$18K +5,010 New
RTL
39
Red Tortoise LLC
Georgia
$9.51K
RIL
40
Rothschild Investment LLC
Illinois
$5.41K
MWM
41
Mascoma Wealth Management
New Hampshire
$2.97K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$4 +$4 +1 New
WAM
43
Wolverine Asset Management
Illinois
-$415K -113,348 Closed
SCM
44
Saba Capital Management
New York
-$310K -84,651 Closed
GCWM
45
Graham Capital Wealth Management
District of Columbia
-$298K -81,353 Closed
Bessemer Group
46
Bessemer Group
New Jersey
-$110K -30,000 Closed
ACA
47
Ackerman Capital Advisors
Texas
-$69.7K -19,011 Closed
CIA
48
Capital Investment Advisors
Georgia
-$53.9K -14,715 Closed
Nomura Holdings
49
Nomura Holdings
Japan
-$45.8K -12,498 Closed
Pathstone Holdings
50
Pathstone Holdings
New Jersey
-$45.8K -12,490 Closed

CMU Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q4 2024, worth a combined $39.2M — up 16% from $33.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CMU and 5 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 20 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.71M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $415K sold.

  • 42 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q4 2024, down from 48 in Q3 2024.
  • Funds reported $39.2M of MFS High Yield Municipal Trust stock for Q4 2024, up 16% quarter-over-quarter.
  • 5 funds opened new MFS High Yield Municipal Trust positions in Q4 2024 and 9 closed out, a net change of -4 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $3.71M added.
  • The largest MFS High Yield Municipal Trust seller in Q4 2024 was Wolverine Asset Management, an estimated $415K sold.

Based on aggregated 13F filings for Q4 2024.