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CMU

MFS High Yield Municipal Trust

Delisted

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

35 hedge funds and large institutions have $8.54M invested in MFS High Yield Municipal Trust in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

17% more funds holding

Funds holding: 3035 (+5)

0.44% more ownership

Funds ownership: 6.7%7.14% (+0.44%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

62% less capital invested

Capital invested by funds: $22.4M → $8.54M (-$13.8M)

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
7
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$2.61M -$285K -66,147 -10%
RCM
2
Robinson Capital Management
Michigan
$1.62M +$1.09M +252,330 +184%
Morgan Stanley
3
Morgan Stanley
New York
$529K +$338K +78,566 +163%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$493K +$69.5K +16,156 +16%
RJA
5
Raymond James & Associates
Florida
$414K -$258 -60 -0.1%
Invesco
6
Invesco
Georgia
$354K +$365K +84,898 New
MAFM
7
Mid Atlantic Financial Management
Pennsylvania
$250K +$258K +59,900 New
AAM
8
Advisors Asset Management
Colorado
$230K -$19K -4,410 -7%
Fisher Asset Management
9
Fisher Asset Management
Washington
$211K +$217K +50,500 New
LPL Financial
10
LPL Financial
California
$153K -$15.1K -3,500 -9%
LCM
11
Landscape Capital Management
New Jersey
$146K +$151K +34,977 New
RCM
12
Rivernorth Capital Management
Florida
$135K +$141K +32,830 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$131K -$6.54K -1,520 -5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$113K -$17.2K -4,000 -13%
KF
15
Krilogy Financial
Missouri
$109K
Bank of America
16
Bank of America
North Carolina
$108K -$47.3K -11,000 -30%
WAM
17
Weiss Asset Management
Massachusetts
$108K +$112K +25,955 New
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$106K +$61.5K +14,290 +129%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$83K
GLLW
20
Graves Light Lenhart Wealth
Virginia
$80K +$82.2K +19,098 New
TSS
21
Two Sigma Securities
New York
$75K +$77.4K +17,988 New
CFG
22
CKW Financial Group
Hawaii
$72K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$61K +$62.6K +14,542 New
CA
24
Cetera Advisors
Colorado
$50K +$51.7K +12,008 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$47K +$48.1K +11,180 New

CMU Hedge Fund Activity: Q4 2018 in Review

35 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q4 2018, worth a combined $8.54M — down 62% from $22.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CMU positions and 7 closed out — a net gain of 5 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $1.09M. The largest seller was Ameriprise, exiting entirely with an estimated $13.7M sold.

  • 35 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q4 2018, up from 30 in Q3 2018.
  • Funds reported $8.54M of MFS High Yield Municipal Trust stock for Q4 2018, down 62% quarter-over-quarter.
  • 12 funds opened new MFS High Yield Municipal Trust positions in Q4 2018 and 7 closed out, a net change of +5 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q4 2018 was Robinson Capital Management, an estimated $1.09M added.
  • The largest MFS High Yield Municipal Trust seller in Q4 2018 was Ameriprise, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2018.