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CMU

MFS High Yield Municipal Trust

Delisted

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

20 hedge funds and large institutions have $9.38M invested in MFS High Yield Municipal Trust in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $8.92M → $9.38M (+$459K)

0.2% more ownership

Funds ownership: 3.7%3.91% (+0.2%)

9% less funds holding

Funds holding: 2220 (-2)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
4
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$4.5M
AAM
2
Advisors Asset Management
Colorado
$3.15M +$374K +85,170 +14%
Wells Fargo
3
Wells Fargo
California
$574K +$46K +10,457 +9%
HK
4
Horizon Kinetics
New York
$254K
LPL Financial
5
LPL Financial
California
$190K +$71.2K +16,197 +60%
RJT
6
Raymond James Trust
Florida
$136K
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$100K
NPC
8
National Planning Corporation
California
$98K
Bank of New York Mellon
9
Bank of New York Mellon
New York
$97K -$4 -1 -0%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$66K
Morgan Stanley
11
Morgan Stanley
New York
$64K -$31.9K -7,251 -33%
Bank of America
12
Bank of America
North Carolina
$55K -$39.5K -8,990 -42%
U
13
UBS
Switzerland
$51K -$13.2K -2,994 -21%
TCOV
14
Trust Company of Vermont
Vermont
$10K
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$9K
MFS
16
MSI Financial Services
Massachusetts
$9K
Deutsche Bank
17
Deutsche Bank
Germany
$5K -$5.61K -1,275 -50%
VNB
18
Valley National Bancorp
New York
$4K
TRCT
19
Tower Research Capital (TRC)
New York
$4K +$3.43K +780 +780%
AIG
20
American International Group
New York
$3.54K
Creative Planning
21
Creative Planning
Kansas
$2K
CA
22
Cornerstone Advisors
North Carolina
-$95K -22,608 Closed
ICAS
23
Investors Capital Advisory Services
Massachusetts
-$52K -12,750 Closed

CMU Hedge Fund Activity: Q1 2014 in Review

20 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q1 2014, worth a combined $9.38M — up 5.1% from $8.92M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CMU and 0 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 4 added.

The largest buyer was Advisors Asset Management, adding an estimated $374K. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $95K sold.

  • 20 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q1 2014, down from 22 in Q4 2013.
  • Funds reported $9.38M of MFS High Yield Municipal Trust stock for Q1 2014, up 5.1% quarter-over-quarter.
  • 0 funds opened new MFS High Yield Municipal Trust positions in Q1 2014 and 2 closed out, a net change of -2 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q1 2014 was Advisors Asset Management, an estimated $374K added.
  • The largest MFS High Yield Municipal Trust seller in Q1 2014 was Cornerstone Advisors, an estimated $95K sold.

Based on aggregated 13F filings for Q1 2014.