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CMU

MFS High Yield Municipal Trust

Delisted

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

34 hedge funds and large institutions have $10.3M invested in MFS High Yield Municipal Trust in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

28% more capital invested

Capital invested by funds: $8M → $10.3M (+$2.27M)

13% more funds holding

Funds holding: 3034 (+4)

1.52% more ownership

Funds ownership: 6.73%8.25% (+1.5%)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$2.22M +$189K +43,961 +10%
CC
2
Claybrook Capital
Massachusetts
$1.68M
RCM
3
Robinson Capital Management
Michigan
$1.43M +$1.4M +326,239 New
Osaic Holdings
4
Osaic Holdings
Arizona
$1.19M +$84.3K +19,651 +8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$698K -$43.7K -10,191 -6%
Morgan Stanley
6
Morgan Stanley
New York
$409K -$5.29K -1,233 -1%
LPL Financial
7
LPL Financial
California
$245K +$18K +4,200 +8%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$238K -$13.5K -3,157 -6%
Stifel Financial
9
Stifel Financial
Missouri
$227K +$19.9K +4,644 +10%
ACA
10
Ackerman Capital Advisors
Texas
$220K +$215K +49,989 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$196K +$48.4K +11,280 +34%
RIG
12
Ramiah Investment Group
Wisconsin
$188K -$32K -7,451 -15%
CIA
13
Capital Investment Advisors
Georgia
$122K
CRC
14
Curi RMB Capital
Illinois
$122K +$38K +8,853 +47%
KF
15
Krilogy Financial
Missouri
$115K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$114K +$408 +95 +0.4%
RJA
17
Raymond James & Associates
Florida
$103K +$49K +11,415 +95%
SWM
18
Stockman Wealth Management
Montana
$88K +$22.3K +5,200 +35%
GLLW
19
Graves Light Lenhart Wealth
Virginia
$84K
PAG
20
Private Advisor Group
New Jersey
$83K
LCM
21
Landscape Capital Management
New Jersey
$82K +$79.8K +18,590 New
IP
22
Intellectus Partners
California
$74K +$72.2K +16,818 New
FWM
23
Fairhaven Wealth Management
Illinois
$71K +$68.9K +16,055 New
Wells Fargo
24
Wells Fargo
California
$55K -$225K -52,383 -81%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$55K -$4.58K -1,067 -8%

CMU Hedge Fund Activity: Q4 2020 in Review

34 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q4 2020, worth a combined $10.3M — up 28% from $8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CMU positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $1.4M. The largest seller was Wells Fargo, cutting an estimated $225K.

  • 34 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q4 2020, up from 30 in Q3 2020.
  • Funds reported $10.3M of MFS High Yield Municipal Trust stock for Q4 2020, up 28% quarter-over-quarter.
  • 8 funds opened new MFS High Yield Municipal Trust positions in Q4 2020 and 4 closed out, a net change of +4 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q4 2020 was Robinson Capital Management, an estimated $1.4M added.
  • The largest MFS High Yield Municipal Trust seller in Q4 2020 was Wells Fargo, an estimated $225K sold.

Based on aggregated 13F filings for Q4 2020.