MFS High Yield Municipal Trust
CMU was delisted on the 5th of June, 2026.
51 hedge funds and large institutions have $30.4M invested in MFS High Yield Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
4% more funds holding
Funds holding: 49 → 51 (+2)
5.17% less ownership
Funds ownership: 37.73% → 32.56% (-5.2%)
9% less capital invested
Capital invested by funds: $33.5M → $30.4M (-$3.08M)
52% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$2.3M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$1.18M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$855K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$585K |
| 5 |
Morgan Stanley
New York
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$6.2M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$442K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$400K |
| 4 |
SOA
Sea Otter Advisors
Miami,
Florida
|
-$336K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$317K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
51
Mascoma Wealth Management
Hanover,
New Hampshire
| $2.79K | – | – | – |
|
|
SOA
52
Sea Otter Advisors
Miami,
Florida
| – | -$336K | -107,400 | Closed |
|
|
AW
53
Atlas Wealth
Cincinnati,
Ohio
| – | -$221K | -70,526 | Closed |
|
|
FPCP
54
Fort Point Capital Partners
San Francisco,
California
| – | -$112K | -35,769 | Closed |
|
|
GLLW
55
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| – | -$58.1K | -19,098 | Closed |
|
56
JP Morgan Chase
New York
| – | -$51.5K | -16,443 | Closed |
|
|
NA
57
NewEdge Advisors
New Orleans,
Louisiana
| – | -$35.4K | -11,300 | Closed |
|
|
QL
58
Quarry LP
New York
| – | -$3.19K | -1,020 | Closed |
|
|
AWM
59
Avior Wealth Management
Omaha,
Nebraska
| – | -$1.73K | -551 | Closed |
|
CMU Hedge Fund Activity: Q4 2023 in Review
51 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q4 2023, worth a combined $30.4M — down 9.2% from $33.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CMU positions and 8 closed out — a net gain of 4 holders — while 11 added to existing stakes and 23 trimmed.
The largest buyer was Icon Advisers, opening a new position worth an estimated $2.3M. The largest seller was Saba Capital Management, cutting an estimated $6.2M.
- 51 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q4 2023, up from 49 in Q3 2023.
- Funds reported $30.4M of MFS High Yield Municipal Trust stock for Q4 2023, down 9.2% quarter-over-quarter.
- 12 funds opened new MFS High Yield Municipal Trust positions in Q4 2023 and 8 closed out, a net change of +4 holders.
- The largest MFS High Yield Municipal Trust buyer in Q4 2023 was Icon Advisers, an estimated $2.3M added.
- The largest MFS High Yield Municipal Trust seller in Q4 2023 was Saba Capital Management, an estimated $6.2M sold.
Based on aggregated 13F filings for Q4 2023.