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CMU

MFS High Yield Municipal Trust

Delisted

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

30 hedge funds and large institutions have $8M invested in MFS High Yield Municipal Trust in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

0% more funds holding

Funds holding: 3030 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.56% less ownership

Funds ownership: 7.29%6.73% (-0.56%)

5% less capital invested

Capital invested by funds: $8.41M → $8M (-$403K)

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$1.93M +$272K +63,478 +16%
CC
2
Claybrook Capital
Massachusetts
$1.61M
Osaic Holdings
3
Osaic Holdings
Arizona
$1.05M +$282K +65,853 +36%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$710K
Morgan Stanley
5
Morgan Stanley
New York
$396K -$5.84K -1,363 -1%
Wells Fargo
6
Wells Fargo
California
$272K +$232K +54,150 +503%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$241K +$2.87K +669 +1%
LPL Financial
8
LPL Financial
California
$217K +$34.4K +8,036 +18%
RIG
9
Ramiah Investment Group
Wisconsin
$211K -$37.6K -8,774 -15%
Stifel Financial
10
Stifel Financial
Missouri
$197K +$51.5K +12,019 +35%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$140K
CIA
12
Capital Investment Advisors
Georgia
$116K
KF
13
Krilogy Financial
Missouri
$110K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$109K -$26.7K -6,240 -19%
GLLW
15
Graves Light Lenhart Wealth
Virginia
$80K
PAG
16
Private Advisor Group
New Jersey
$79K +$23.1K +5,393 +40%
CRC
17
Curi RMB Capital
Illinois
$79K +$81K +18,893 New
AAS
18
Avantax Advisory Services
Texas
$63K +$63.8K +14,894 New
HR
19
Hayden Royal
North Carolina
$63K +$64.3K +15,000 New
SWM
20
Stockman Wealth Management
Montana
$62K +$63.4K +14,800 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$57K +$566 +132 +1%
RJA
22
Raymond James & Associates
Florida
$50K -$9.11K -2,125 -15%
RJT
23
Raymond James Trust
Florida
$46K
WAM
24
Wolverine Asset Management
Illinois
$28K -$81.3K -18,981 -73%
WT
25
Whittier Trust
California
$23K +$23.6K +5,500 New

CMU Hedge Fund Activity: Q3 2020 in Review

30 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q3 2020, worth a combined $8M — down 4.8% from $8.41M a quarter earlier.

Fund positioning in CMU was balanced in Q3 2020: 7 funds opened new positions, 7 closed out, 8 added to existing stakes and 5 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $282K. The largest seller was Robinson Capital Management, exiting entirely with an estimated $726K sold.

  • 30 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $8M of MFS High Yield Municipal Trust stock for Q3 2020, down 4.8% quarter-over-quarter.
  • 7 funds opened new MFS High Yield Municipal Trust positions in Q3 2020 and 7 closed out, a net change of 0 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q3 2020 was Osaic Holdings, an estimated $282K added.
  • The largest MFS High Yield Municipal Trust seller in Q3 2020 was Robinson Capital Management, an estimated $726K sold.

Based on aggregated 13F filings for Q3 2020.