MFS High Yield Municipal Trust
CMU was delisted on the 5th of June, 2026.
52 hedge funds and large institutions have $29.3M invested in MFS High Yield Municipal Trust in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2% more funds holding
Funds holding: 51 → 52 (+1)
4% less capital invested
Capital invested by funds: $30.4M → $29.3M (-$1.13M)
1.51% less ownership
Funds ownership: 32.56% → 31.05% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$521K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$336K |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$313K |
| 4 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$287K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$160K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$1.49M |
| 2 |
Lido Advisors
Los Angeles,
California
|
-$779K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$484K |
| 4 |
Morgan Stanley
New York
|
-$424K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
51
Mascoma Wealth Management
Hanover,
New Hampshire
| $2.81K | – | – | – |
|
52
Fidelity Investments
Boston,
Massachusetts
| $3 | +$3 | +1 | New |
|
|
53
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$484K | -146,245 | Closed |
|
54
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$101K | -30,560 | Closed |
|
|
SWP
55
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$67.8K | -20,475 | Closed |
|
|
FWM
56
Fairhaven Wealth Management
Oak Brook,
Illinois
| – | -$53.1K | -16,055 | Closed |
|
|
FFA
57
Frazier Financial Advisors
Columbus,
Ohio
| – | -$4.96K | -1,500 | Closed |
|
CMU Hedge Fund Activity: Q1 2024 in Review
52 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q1 2024, worth a combined $29.3M — down 3.7% from $30.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CMU positions and 5 closed out — a net gain of 1 holder — while 22 added to existing stakes and 11 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $521K. The largest seller was Saba Capital Management, cutting an estimated $1.49M.
- 52 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q1 2024, up from 51 in Q4 2023.
- Funds reported $29.3M of MFS High Yield Municipal Trust stock for Q1 2024, down 3.7% quarter-over-quarter.
- 6 funds opened new MFS High Yield Municipal Trust positions in Q1 2024 and 5 closed out, a net change of +1 holder.
- The largest MFS High Yield Municipal Trust buyer in Q1 2024 was Rivernorth Capital Management, an estimated $521K added.
- The largest MFS High Yield Municipal Trust seller in Q1 2024 was Saba Capital Management, an estimated $1.49M sold.
Based on aggregated 13F filings for Q1 2024.