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CMU

MFS High Yield Municipal Trust

Delisted

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

48 hedge funds and large institutions have $30.4M invested in MFS High Yield Municipal Trust in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

16% more capital invested

Capital invested by funds: $26.2M → $30.4M (+$4.15M)

4.45% more ownership

Funds ownership: 28.84%33.29% (+4.5%)

2% more funds holding

Funds holding: 4748 (+1)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$10.6M +$1.86M +582,177 +21%
RCM
2
Rivernorth Capital Management
Florida
$3.25M +$1.22M +381,301 +61%
BI
3
Bulldog Investors
New Jersey
$3.14M +$1.48M +463,290 +91%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$1.55M
LSC
5
Logan Stone Capital
Illinois
$1.26M +$54.3K +17,020 +5%
MC
6
Matisse Capital
Oregon
$1.24M
CC
7
Claybrook Capital
Massachusetts
$1.23M
UBS Group
8
UBS Group
Switzerland
$1.08M +$68.7K +21,527 +7%
SIA
9
Sit Investment Associates
Minnesota
$1.02M +$526K +164,630 +109%
COLIM
10
City of London Investment Management
United Kingdom
$808K +$803K +251,413 New
MC
11
Moors & Cabot
Massachusetts
$692K
Osaic Holdings
12
Osaic Holdings
Arizona
$640K +$158K +49,356 +33%
MWM
13
Melfa Wealth Management
Massachusetts
$488K +$9.02K +2,824 +2%
Morgan Stanley
14
Morgan Stanley
New York
$448K +$14.3K +4,474 +3%
Bank of America
15
Bank of America
North Carolina
$409K +$239 +75 +0.1%
AWS
16
Atria Wealth Solutions
New York
$295K -$568 -178 -0.2%
LPL Financial
17
LPL Financial
California
$231K -$40.1K -12,562 -15%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$225K +$63.2K +19,784 +40%
IWC
19
Integrated Wealth Concepts
Massachusetts
$179K -$1.44K -450 -0.8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$167K +$1.19K +371 +0.7%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$149K +$50.5K +15,803 +52%
DWM
22
Drive Wealth Management
Utah
$126K -$49.7K -15,575 -28%
EH
23
Equitable Holdings
New York
$93.6K +$951 +298 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$88.5K -$7.98K -2,500 -8%
SWM
25
Stockman Wealth Management
Montana
$64.4K

CMU Hedge Fund Activity: Q2 2023 in Review

48 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q2 2023, worth a combined $30.4M — up 16% from $26.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CMU positions and 8 closed out — a net gain of 2 holders — while 19 added to existing stakes and 6 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $1.86M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $1.91M sold.

  • 48 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q2 2023, up from 47 in Q1 2023.
  • Funds reported $30.4M of MFS High Yield Municipal Trust stock for Q2 2023, up 16% quarter-over-quarter.
  • 10 funds opened new MFS High Yield Municipal Trust positions in Q2 2023 and 8 closed out, a net change of +2 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q2 2023 was Saba Capital Management, an estimated $1.86M added.
  • The largest MFS High Yield Municipal Trust seller in Q2 2023 was Robinson Capital Management, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2023.