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CMU

MFS High Yield Municipal Trust

Delisted

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

37 hedge funds and large institutions have $15.3M invested in MFS High Yield Municipal Trust in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

17% more capital invested

Capital invested by funds: $13.1M → $15.3M (+$2.21M)

9% more funds holding

Funds holding: 3437 (+3)

1.89% more ownership

Funds ownership: 10.06%11.95% (+1.9%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
10
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Robinson Capital Management
Michigan
$3.15M +$210K +46,481 +7%
RCM
2
Rivernorth Capital Management
Florida
$2.74M +$1.82M +403,051 +199%
UBS Group
3
UBS Group
Switzerland
$1.97M -$422K -93,452 -18%
CC
4
Claybrook Capital
Massachusetts
$1.73M
Osaic Holdings
5
Osaic Holdings
Arizona
$1.24M -$110K -24,380 -8%
ACA
6
Ackerman Capital Advisors
Texas
$1.01M +$670K +148,166 +194%
Morgan Stanley
7
Morgan Stanley
New York
$429K +$24.8K +5,489 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$381K -$14.9K -3,304 -4%
LPL Financial
9
LPL Financial
California
$323K +$9.7K +2,146 +3%
Stifel Financial
10
Stifel Financial
Missouri
$238K +$16.7K +3,688 +8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$231K +$2.15K +476 +0.9%
DWM
12
Drive Wealth Management
Utah
$229K +$229K +50,721 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$227K -$9.54K -2,111 -4%
Wells Fargo
14
Wells Fargo
California
$186K -$5 -1 -0%
KF
15
Krilogy Financial
Missouri
$118K
ACM
16
Arlington Capital Management
Illinois
$111K +$111K +24,625 New
RJA
17
Raymond James & Associates
Florida
$106K
SWM
18
Stockman Wealth Management
Montana
$90K
GLLW
19
Graves Light Lenhart Wealth
Virginia
$86K
FWM
20
Fairhaven Wealth Management
Illinois
$73K
HH
21
Hilltop Holdings
Texas
$68K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$59K +$1.83K +405 +3%
NA
23
NewEdge Advisors
Louisiana
$57K +$57.4K +12,700 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$56K
LCM
25
Landscape Capital Management
New Jersey
$56K +$56K +12,385 New

CMU Hedge Fund Activity: Q4 2021 in Review

37 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q4 2021, worth a combined $15.3M — up 17% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CMU positions and 6 closed out — a net gain of 4 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.82M. The largest seller was UBS Group, cutting an estimated $422K.

  • 37 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q4 2021, up from 34 in Q3 2021.
  • Funds reported $15.3M of MFS High Yield Municipal Trust stock for Q4 2021, up 17% quarter-over-quarter.
  • 10 funds opened new MFS High Yield Municipal Trust positions in Q4 2021 and 6 closed out, a net change of +4 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q4 2021 was Rivernorth Capital Management, an estimated $1.82M added.
  • The largest MFS High Yield Municipal Trust seller in Q4 2021 was UBS Group, an estimated $422K sold.

Based on aggregated 13F filings for Q4 2021.