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CMU

MFS High Yield Municipal Trust

Delisted

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

26 hedge funds and large institutions have $7.64M invested in MFS High Yield Municipal Trust in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

2% more capital invested

Capital invested by funds: $7.51M → $7.64M (+$137K)

0.83% more ownership

Funds ownership: 5.25%6.08% (+0.83%)

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.59M -$273K -60,110 -9%
UBS Group
2
UBS Group
Switzerland
$1.87M +$222K +48,901 +13%
RCM
3
Robinson Capital Management
Michigan
$867K +$430K +94,907 +94%
Morgan Stanley
4
Morgan Stanley
New York
$486K +$379K +83,522 +316%
RJA
5
Raymond James & Associates
Florida
$447K +$148K +32,722 +48%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$299K +$61.7K +13,602 +25%
NPC
7
National Planning Corporation
California
$188K -$4.53K -1,000 -2%
MSL
8
Mackay Shields LLC
New York
$150K +$154K +33,907 New
Creative Planning
9
Creative Planning
Kansas
$124K +$2.33K +513 +2%
RJT
10
Raymond James Trust
Florida
$110K
Bank of America
11
Bank of America
North Carolina
$103K +$35.3K +7,795 +50%
Squarepoint
12
Squarepoint
New York
$61K +$62.6K +13,800 New
MFS
13
MSI Financial Services
Massachusetts
$53K
RJFSA
14
Raymond James Financial Services Advisors
Florida
$49K -$4.53K -1,000 -8%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$48K
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$44K
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$29K +$29.9K +6,603 New
IP
18
Isthmus Partners
Wisconsin
$27K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$26K
TCM
20
Tradewinds Capital Management
Washington
$24K -$24.1K -5,321 Closed
IA
21
IFP Advisors
Florida
$17K -$28.5K -6,293 -62%
AG
22
Advisor Group
Arizona
$16K
Deutsche Bank
23
Deutsche Bank
Germany
$5K
GWM
24
Geneos Wealth Management
Colorado
$3K
KLI
25
Kelman-Lazarov Inc
Tennessee
$1.65K

CMU Hedge Fund Activity: Q4 2016 in Review

26 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q4 2016, worth a combined $7.64M — up 1.8% from $7.51M a quarter earlier.

Fund positioning in CMU was balanced in Q4 2016: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 4 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $430K. The largest seller was Advisors Asset Management, cutting an estimated $273K.

  • 26 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $7.64M of MFS High Yield Municipal Trust stock for Q4 2016, up 1.8% quarter-over-quarter.
  • 4 funds opened new MFS High Yield Municipal Trust positions in Q4 2016 and 4 closed out, a net change of 0 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q4 2016 was Robinson Capital Management, an estimated $430K added.
  • The largest MFS High Yield Municipal Trust seller in Q4 2016 was Advisors Asset Management, an estimated $273K sold.

Based on aggregated 13F filings for Q4 2016.