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CMU

MFS High Yield Municipal Trust

Delisted

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

27 hedge funds and large institutions have $10.9M invested in MFS High Yield Municipal Trust in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1.24% less ownership

Funds ownership: 9.29%8.05% (-1.2%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

26% less capital invested

Capital invested by funds: $14.7M → $10.9M (-$3.79M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
6
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.07M +$107K +23,080 +4%
CC
2
Claybrook Capital
Massachusetts
$1.81M -$1.44M -309,580 -45%
Invesco
3
Invesco
Georgia
$1.47M +$523K +112,388 +57%
RCM
4
Robinson Capital Management
Michigan
$870K -$934K -200,846 -53%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$820K +$222K +47,733 +38%
Morgan Stanley
6
Morgan Stanley
New York
$611K +$72.2K +15,522 +14%
RJA
7
Raymond James & Associates
Florida
$526K -$112 -24 -0%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$348K
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$219K +$215K +46,203 New
LPL Financial
10
LPL Financial
California
$160K -$13K -2,800 -8%
KF
11
Krilogy Financial
Missouri
$123K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$120K +$116 +25 +0.1%
PAG
13
Private Advisor Group
New Jersey
$106K +$104K +22,398 New
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$96K -$25.1K -5,400 -21%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$95K
GLLW
16
Graves Light Lenhart Wealth
Virginia
$90.3K
RJT
17
Raymond James Trust
Florida
$78K
CA
18
Cetera Advisors
Colorado
$57K
Bank of America
19
Bank of America
North Carolina
$53K -$63.7K -13,684 -55%
BTS
20
BB&T Securities
Virginia
$50K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$47K
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$29K -$39.4K -8,474 -58%
AG
23
Advisor Group
Arizona
$28K
QCIG
24
Quad-Cities Investment Group
Iowa
$24K +$298 +64 +1%
Wells Fargo
25
Wells Fargo
California
$16K -$16.3K -3,500 -51%

CMU Hedge Fund Activity: Q2 2019 in Review

27 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q2 2019, worth a combined $10.9M — down 26% from $14.7M a quarter earlier.

Fund positioning in CMU was balanced in Q2 2019: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 8 trimmed.

The largest buyer was Invesco, adding an estimated $523K. The largest seller was Claybrook Capital, cutting an estimated $1.44M.

  • 27 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $10.9M of MFS High Yield Municipal Trust stock for Q2 2019, down 26% quarter-over-quarter.
  • 3 funds opened new MFS High Yield Municipal Trust positions in Q2 2019 and 3 closed out, a net change of 0 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q2 2019 was Invesco, an estimated $523K added.
  • The largest MFS High Yield Municipal Trust seller in Q2 2019 was Claybrook Capital, an estimated $1.44M sold.

Based on aggregated 13F filings for Q2 2019.