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CMU

MFS High Yield Municipal Trust

Delisted

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

39 hedge funds and large institutions have $42.4M invested in MFS High Yield Municipal Trust in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

8% more capital invested

Capital invested by funds: $39.2M → $42.4M (+$3.19M)

3.99% more ownership

Funds ownership: 43.62%47.61% (+4%)

7% less funds holding

Funds holding: 4239 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
19
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$70.8K +$71.9K +20,301 New
NWMP
27
Noble Wealth Management PBC
Colorado
$70.1K
PAG
28
Private Advisor Group
New Jersey
$66.6K
AWS
29
Atria Wealth Solutions
New York
$66.2K -$63.2K -17,859 -48%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$65K +$5.86K +1,655 +10%
IWC
31
Integrated Wealth Concepts
Massachusetts
$56.7K +$1.77K +500 +3%
CI
32
CX Institutional
Indiana
$49K +$49.5K +14,000 New
WAM
33
WealthTrust Asset Management
Florida
$46.9K +$580 +164 +1%
KAS
34
Kestra Advisory Services
Texas
$45.4K +$11 +3 +0%
MFIM
35
Mesirow Financial Investment Management
Illinois
$39K +$481 +136 +1%
Wells Fargo
36
Wells Fargo
California
$28.4K +$4 +1 +0%
IBOK
37
Independence Bank of Kentucky
Kentucky
$17.5K
RIL
38
Rothschild Investment LLC
Illinois
$5.36K
MWM
39
Mascoma Wealth Management
New Hampshire
$2.95K
LSC
40
Logan Stone Capital
Illinois
-$93.1K -26,446 Closed
DWM
41
Drive Wealth Management
Utah
-$84.5K -24,000 Closed
XT
42
XTX Topco
Cayman Islands
-$83.9K -23,845 Closed
IAIM
43
International Assets Investment Management
Florida
-$45.2K -12,815 Closed
RTL
44
Red Tortoise LLC
Georgia
-$9.56K -2,702 Closed
Fidelity Investments
45
Fidelity Investments
Massachusetts
-$4 -1 Closed

CMU Hedge Fund Activity: Q1 2025 in Review

39 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q1 2025, worth a combined $42.4M — up 8.2% from $39.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CMU and 3 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 19 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.01M. The largest seller was UBS Group, cutting an estimated $245K.

  • 39 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q1 2025, down from 42 in Q4 2024.
  • Funds reported $42.4M of MFS High Yield Municipal Trust stock for Q1 2025, up 8.2% quarter-over-quarter.
  • 3 funds opened new MFS High Yield Municipal Trust positions in Q1 2025 and 6 closed out, a net change of -3 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q1 2025 was Rivernorth Capital Management, an estimated $2.01M added.
  • The largest MFS High Yield Municipal Trust seller in Q1 2025 was UBS Group, an estimated $245K sold.

Based on aggregated 13F filings for Q1 2025.