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CMU

MFS High Yield Municipal Trust

Delisted

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

22 hedge funds and large institutions have $8.92M invested in MFS High Yield Municipal Trust in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $7.21M → $8.92M (+$1.72M)

0.11% less ownership

Funds ownership: 3.82%3.7% (-0.11%)

8% less funds holding

Funds holding: 2422 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$4.56M
AAM
2
Advisors Asset Management
Colorado
$2.62M +$1.11M +269,723 +75%
Wells Fargo
3
Wells Fargo
California
$494K -$11.4K -2,772 -2%
HK
4
Horizon Kinetics
New York
$237K
RJT
5
Raymond James Trust
Florida
$128K -$5.58K -1,360 -4%
LPL Financial
6
LPL Financial
California
$111K -$67.8K -16,544 -38%
CA
7
Cornerstone Advisors
North Carolina
$95K +$92.7K +22,608 New
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$92K -$12.4K -3,019 -12%
NPC
9
National Planning Corporation
California
$92K +$1.02K +248 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$91K -$28.7K -7,000 -24%
Morgan Stanley
11
Morgan Stanley
New York
$90K -$161K -39,338 -64%
Bank of America
12
Bank of America
North Carolina
$89K +$63.5K +15,495 +258%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$62K +$20.5K +5,000 +50%
U
14
UBS
Switzerland
$60K -$182K -44,354 -75%
ICAS
15
Investors Capital Advisory Services
Massachusetts
$52K +$52.3K +12,750 New
Deutsche Bank
16
Deutsche Bank
Germany
$10K
TCOV
17
Trust Company of Vermont
Vermont
$10K
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$8K
MFS
19
MSI Financial Services
Massachusetts
$8K
VNB
20
Valley National Bancorp
New York
$4K +$4.1K +1,000 New
AIG
21
American International Group
New York
$3.32K
Creative Planning
22
Creative Planning
Kansas
$2K
RCM
23
Rivernorth Capital Management
Florida
-$344K -82,979 Closed
DA
24
Doliver Advisors
Texas
-$291K -70,252 Closed
WAM
25
Wolverine Asset Management
Illinois
-$249K -60,234 Closed

CMU Hedge Fund Activity: Q4 2013 in Review

22 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q4 2013, worth a combined $8.92M — up 24% from $7.21M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CMU and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 4 added.

The largest buyer was Advisors Asset Management, adding an estimated $1.11M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $344K sold.

  • 22 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q4 2013, down from 24 in Q3 2013.
  • Funds reported $8.92M of MFS High Yield Municipal Trust stock for Q4 2013, up 24% quarter-over-quarter.
  • 3 funds opened new MFS High Yield Municipal Trust positions in Q4 2013 and 5 closed out, a net change of -2 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q4 2013 was Advisors Asset Management, an estimated $1.11M added.
  • The largest MFS High Yield Municipal Trust seller in Q4 2013 was Rivernorth Capital Management, an estimated $344K sold.

Based on aggregated 13F filings for Q4 2013.