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CMU

MFS High Yield Municipal Trust

Delisted

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

31 hedge funds and large institutions have $9.53M invested in MFS High Yield Municipal Trust in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.7% less ownership

Funds ownership: 7.74%7.05% (-0.7%)

3% less funds holding

Funds holding: 3231 (-1)

7% less capital invested

Capital invested by funds: $10.3M → $9.53M (-$757K)

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Claybrook Capital
Massachusetts
$1.89M
UBS Group
2
UBS Group
Switzerland
$1.65M +$136K +28,789 +9%
Invesco
3
Invesco
Georgia
$1.26M -$216K -45,748 -15%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$768K -$141K -29,862 -16%
Morgan Stanley
5
Morgan Stanley
New York
$671K +$33.7K +7,153 +5%
RJA
6
Raymond James & Associates
Florida
$522K -$4.63K -982 -0.9%
MWPCG
7
Measured Wealth Private Client Group
New Hampshire
$458K
RJFSA
8
Raymond James Financial Services Advisors
Florida
$393K +$44.8K +9,500 +13%
RCM
9
Robinson Capital Management
Michigan
$325K -$295K -62,627 -48%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$266K +$1.24K +263 +0.5%
LPL Financial
11
LPL Financial
California
$160K
IAA
12
Independent Advisor Alliance
North Carolina
$146K +$145K +30,783 New
KF
13
Krilogy Financial
Missouri
$123K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$121K +$377 +80 +0.3%
PAG
15
Private Advisor Group
New Jersey
$106K
GLLW
16
Graves Light Lenhart Wealth
Virginia
$90K
RJT
17
Raymond James Trust
Florida
$78K
IP
18
Intellectus Partners
California
$77K +$882 +187 +1%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$71K -$14.2K -3,000 -17%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$64K +$35.1K +7,445 +123%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$62K
CA
22
Cetera Advisors
Colorado
$57K
Truist Financial
23
Truist Financial
North Carolina
$50K +$50K +10,600 New
RIA
24
Realta Investment Advisors
Delaware
$42K +$18K +3,819 +76%
AG
25
Advisor Group
Arizona
$34K

CMU Hedge Fund Activity: Q4 2019 in Review

31 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q4 2019, worth a combined $9.53M — down 7.4% from $10.3M a quarter earlier.

Fund positioning in CMU was balanced in Q4 2019: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 5 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $145K. The largest seller was Robinson Capital Management, cutting an estimated $295K.

  • 31 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q4 2019, down from 32 in Q3 2019.
  • Funds reported $9.53M of MFS High Yield Municipal Trust stock for Q4 2019, down 7.4% quarter-over-quarter.
  • 5 funds opened new MFS High Yield Municipal Trust positions in Q4 2019 and 5 closed out, a net change of 0 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q4 2019 was Independent Advisor Alliance, an estimated $145K added.
  • The largest MFS High Yield Municipal Trust seller in Q4 2019 was Robinson Capital Management, an estimated $295K sold.

Based on aggregated 13F filings for Q4 2019.