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CMU

MFS High Yield Municipal Trust

Delisted

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

28 hedge funds and large institutions have $4.86M invested in MFS High Yield Municipal Trust in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

1% more capital invested

Capital invested by funds: $4.84M → $4.86M (+$24.5K)

0.23% less ownership

Funds ownership: 4.15%3.93% (-0.23%)

7% less funds holding

Funds holding: 3028 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.1M +$60.9K +14,417 +6%
UBS Group
2
UBS Group
Switzerland
$1.08M +$776K +183,832 +289%
RJA
3
Raymond James & Associates
Florida
$426K +$149K +35,280 +57%
AAM
4
Advisors Asset Management
Colorado
$414K -$1.3M -307,035 -76%
MSL
5
Mackay Shields LLC
New York
$379K
Bank of America
6
Bank of America
North Carolina
$221K +$134K +31,656 +168%
NPC
7
National Planning Corporation
California
$192K +$19K +4,500 +12%
LPL Financial
8
LPL Financial
California
$164K -$4.52K -1,070 -3%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$159K +$132K +31,291 +626%
RJT
10
Raymond James Trust
Florida
$119K
RCM
11
Rivernorth Capital Management
Florida
$108K +$104K +24,696 New
Creative Planning
12
Creative Planning
Kansas
$94K
VFS
13
VSR Financial Services
Kansas
$92K +$1.34K +318 +2%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$66K
LCM
15
Landscape Capital Management
New Jersey
$55K -$187K -44,336 -78%
ICAS
16
Investors Capital Advisory Services
Massachusetts
$43K
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$29K
IP
18
Isthmus Partners
Wisconsin
$27K +$9.8K +2,321 +61%
GWM
19
Gupta Wealth Management
California
$17K +$16.9K +4,000 New
PSI
20
Pinnacle Summer Investments
Virginia
$16K
MFS
21
MSI Financial Services
Massachusetts
$13K -$1.69K -400 -12%
TCOV
22
Trust Company of Vermont
Vermont
$10K
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$9K
AIG
24
American International Group
New York
$5K -$553 -131 -10%
Deutsche Bank
25
Deutsche Bank
Germany
$5K

CMU Hedge Fund Activity: Q3 2015 in Review

28 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q3 2015, worth a combined $4.86M — up 0.51% from $4.84M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CMU and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was UBS Group, adding an estimated $776K. The largest seller was Advisors Asset Management, cutting an estimated $1.3M.

  • 28 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q3 2015, down from 30 in Q2 2015.
  • Funds reported $4.86M of MFS High Yield Municipal Trust stock for Q3 2015, up 0.51% quarter-over-quarter.
  • 2 funds opened new MFS High Yield Municipal Trust positions in Q3 2015 and 4 closed out, a net change of -2 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q3 2015 was UBS Group, an estimated $776K added.
  • The largest MFS High Yield Municipal Trust seller in Q3 2015 was Advisors Asset Management, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2015.