MFS High Yield Municipal Trust
CMU was delisted on the 5th of June, 2026.
49 hedge funds and large institutions have $33.5M invested in MFS High Yield Municipal Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
10% more capital invested
Capital invested by funds: $30.4M → $33.5M (+$3.11M)
4.44% more ownership
Funds ownership: 33.29% → 37.73% (+4.4%)
2% more funds holding
Funds holding: 48 → 49 (+1)
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.49M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.22M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$1.05M |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$829K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$368K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$937K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$424K |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$278K |
| 4 |
MWM
Melfa Wealth Management
Westborough,
Massachusetts
|
-$97.5K |
| 5 |
SWM
Stockman Wealth Management
Billings,
Montana
|
-$64.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WFA
51
WMG Financial Advisors
Knoxville,
Tennessee
| – | -$64.4K | -20,000 | Closed |
|
52
Bank of New York Mellon
New York
| – | -$43.1K | -13,384 | Closed |
|
53
Nomura Holdings
Tokyo,
Japan
| – | -$40.9K | -12,698 | Closed |
|
|
V
54
Veritable
Wilmington,
Delaware
| – | -$36.1K | -11,201 | Closed |
|
55
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$17.6K | -5,458 | Closed |
|
|
IA
56
IFP Advisors
Tampa,
Florida
| – | -$1.61K | -500 | Closed |
|
CMU Hedge Fund Activity: Q3 2023 in Review
49 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q3 2023, worth a combined $33.5M — up 10% from $30.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CMU positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 14 trimmed.
The largest buyer was City of London Investment Management, adding an estimated $1.49M. The largest seller was Rivernorth Capital Management, cutting an estimated $937K.
- 49 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q3 2023, up from 48 in Q2 2023.
- Funds reported $33.5M of MFS High Yield Municipal Trust stock for Q3 2023, up 10% quarter-over-quarter.
- 8 funds opened new MFS High Yield Municipal Trust positions in Q3 2023 and 7 closed out, a net change of +1 holder.
- The largest MFS High Yield Municipal Trust buyer in Q3 2023 was City of London Investment Management, an estimated $1.49M added.
- The largest MFS High Yield Municipal Trust seller in Q3 2023 was Rivernorth Capital Management, an estimated $937K sold.
Based on aggregated 13F filings for Q3 2023.