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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 $6.22M invested in MFS High Yield Municipal Trust in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

28% more capital invested

Capital invested by funds: $4.86M → $6.22M (+$1.36M)

0.94% more ownership

Funds ownership: 3.93%4.87% (+0.94%)

0% more funds holding

Funds holding: 2828 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$1.44M +$319K +71,735 +29%
AAM
2
Advisors Asset Management
Colorado
$1.08M +$647K +145,322 +153%
Morgan Stanley
3
Morgan Stanley
New York
$916K -$221K -49,730 -20%
LCM
4
Laurion Capital Management
New York
$572K +$565K +126,909 New
RJA
5
Raymond James & Associates
Florida
$392K -$46.5K -10,450 -11%
LPL Financial
6
LPL Financial
California
$231K +$59.2K +13,301 +36%
Bank of America
7
Bank of America
North Carolina
$227K -$1.11K -250 -0.5%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$225K +$60.1K +13,500 +37%
RCM
9
Robinson Capital Management
Michigan
$203K +$200K +45,000 New
NPC
10
National Planning Corporation
California
$198K -$3.94K -885 -2%
RJT
11
Raymond James Trust
Florida
$123K
Creative Planning
12
Creative Planning
Kansas
$105K +$8.01K +1,800 +8%
VFS
13
VSR Financial Services
Kansas
$96K +$1.37K +308 +1%
MFS
14
MSI Financial Services
Massachusetts
$77K +$62.3K +14,000 +467%
TC
15
TFS Capital
Pennsylvania
$70K +$68.7K +15,426 New
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$68K
PAG
17
Private Advisor Group
New Jersey
$54K +$53.4K +12,008 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$30K
IP
19
Isthmus Partners
Wisconsin
$28K
IA
20
IFP Advisors
Florida
$28K +$27.7K +6,215 New
PSI
21
Pinnacle Summer Investments
Virginia
$17K
TCOV
22
Trust Company of Vermont
Vermont
$10K
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$9K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$6K
AIG
25
American International Group
New York
$5K

CMU Hedge Fund Activity: Q4 2015 in Review

28 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q4 2015, worth a combined $6.22M — up 28% from $4.86M a quarter earlier.

Fund positioning in CMU was balanced in Q4 2015: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 4 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $647K. The largest seller was Mackay Shields LLC, exiting entirely with an estimated $379K sold.

  • 28 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $6.22M of MFS High Yield Municipal Trust stock for Q4 2015, up 28% quarter-over-quarter.
  • 5 funds opened new MFS High Yield Municipal Trust positions in Q4 2015 and 5 closed out, a net change of 0 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q4 2015 was Advisors Asset Management, an estimated $647K added.
  • The largest MFS High Yield Municipal Trust seller in Q4 2015 was Mackay Shields LLC, an estimated $379K sold.

Based on aggregated 13F filings for Q4 2015.