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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 $11.8M invested in MFS High Yield Municipal Trust in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $10.3M → $11.8M (+$1.52M)

1.08% more ownership

Funds ownership: 8.25%9.32% (+1.1%)

0% more funds holding

Funds holding: 3434 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$2.25M +$8.1K +1,805 +0.4%
RCM
2
Robinson Capital Management
Michigan
$1.78M +$316K +70,422 +22%
CC
3
Claybrook Capital
Massachusetts
$1.71M
Osaic Holdings
4
Osaic Holdings
Arizona
$1.34M +$132K +29,380 +11%
RCM
5
Rivernorth Capital Management
Florida
$1.12M +$1.12M +250,393 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$601K -$107K -23,949 -15%
Morgan Stanley
7
Morgan Stanley
New York
$408K -$7.22K -1,609 -2%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$255K +$56.8K +12,668 +28%
LPL Financial
9
LPL Financial
California
$242K -$6.28K -1,399 -3%
Stifel Financial
10
Stifel Financial
Missouri
$230K
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$222K -$20K -4,448 -8%
ACA
12
Ackerman Capital Advisors
Texas
$222K -$547 -122 -0.2%
RIG
13
Ramiah Investment Group
Wisconsin
$203K +$12.5K +2,789 +7%
CIA
14
Capital Investment Advisors
Georgia
$124K
KF
15
Krilogy Financial
Missouri
$116K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$107K -$8.8K -1,961 -8%
RJA
17
Raymond James & Associates
Florida
$104K
SWM
18
Stockman Wealth Management
Montana
$89K
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$89K +$89.4K +19,919 New
GLLW
20
Graves Light Lenhart Wealth
Virginia
$85K
PAG
21
Private Advisor Group
New Jersey
$84K
IP
22
Intellectus Partners
California
$75K
FWM
23
Fairhaven Wealth Management
Illinois
$72K
Wells Fargo
24
Wells Fargo
California
$56K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$56K +$565 +126 +1%

CMU Hedge Fund Activity: Q1 2021 in Review

34 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q1 2021, worth a combined $11.8M — up 15% from $10.3M a quarter earlier.

Fund positioning in CMU was balanced in Q1 2021: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 8 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $1.12M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $122K sold.

  • 34 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $11.8M of MFS High Yield Municipal Trust stock for Q1 2021, up 15% quarter-over-quarter.
  • 5 funds opened new MFS High Yield Municipal Trust positions in Q1 2021 and 5 closed out, a net change of 0 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q1 2021 was Rivernorth Capital Management, an estimated $1.12M added.
  • The largest MFS High Yield Municipal Trust seller in Q1 2021 was Curi RMB Capital, an estimated $122K sold.

Based on aggregated 13F filings for Q1 2021.