We are live on ! Find out more
CMU

MFS High Yield Municipal Trust

Delisted

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

49 hedge funds and large institutions have $33.5M invested in MFS High Yield Municipal Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

10% more capital invested

Capital invested by funds: $30.4M → $33.5M (+$3.11M)

4.44% more ownership

Funds ownership: 33.29%37.73% (+4.4%)

2% more funds holding

Funds holding: 4849 (+1)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$10.5M +$152K +46,530 +1%
BI
2
Bulldog Investors
New Jersey
$4.22M +$1.22M +373,340 +38%
RCM
3
Rivernorth Capital Management
Florida
$2.28M -$937K -286,994 -28%
COLIM
4
City of London Investment Management
United Kingdom
$2.22M +$1.49M +457,678 +182%
LSC
5
Logan Stone Capital
Illinois
$1.37M +$145K +44,270 +11%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$1.25M -$278K -85,000 -18%
MC
7
Matisse Capital
Oregon
$1.21M
CC
8
Claybrook Capital
Massachusetts
$1.2M
UBS Group
9
UBS Group
Switzerland
$1.04M -$12.1K -3,709 -1%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$1M +$1.05M +320,191 New
RCM
11
Robinson Capital Management
Michigan
$791K +$829K +253,891 New
Osaic Holdings
12
Osaic Holdings
Arizona
$655K +$34.7K +10,620 +5%
MC
13
Moors & Cabot
Massachusetts
$624K -$50.6K -15,484 -7%
SIA
14
Sit Investment Associates
Minnesota
$582K -$424K -129,826 -41%
Morgan Stanley
15
Morgan Stanley
New York
$432K -$3.08K -943 -0.7%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$389K +$178K +54,519 +78%
MWM
17
Melfa Wealth Management
Massachusetts
$381K -$97.5K -29,856 -20%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$359K +$368K +112,740 +5,841%
Bank of America
19
Bank of America
North Carolina
$337K -$63.5K -19,452 -15%
SOA
20
Sea Otter Advisors
Florida
$336K +$351K +107,400 New
LPL Financial
21
LPL Financial
California
$273K +$50.4K +15,441 +22%
AWS
22
Atria Wealth Solutions
New York
$247K -$41.9K -12,814 -14%
AW
23
Atlas Wealth
Ohio
$221K +$230K +70,526 New
IWC
24
Integrated Wealth Concepts
Massachusetts
$163K -$11.6K -3,564 -6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$157K -$5.14K -1,573 -3%

CMU Hedge Fund Activity: Q3 2023 in Review

49 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q3 2023, worth a combined $33.5M — up 10% from $30.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CMU positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 14 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $1.49M. The largest seller was Rivernorth Capital Management, cutting an estimated $937K.

  • 49 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q3 2023, up from 48 in Q2 2023.
  • Funds reported $33.5M of MFS High Yield Municipal Trust stock for Q3 2023, up 10% quarter-over-quarter.
  • 8 funds opened new MFS High Yield Municipal Trust positions in Q3 2023 and 7 closed out, a net change of +1 holder.
  • The largest MFS High Yield Municipal Trust buyer in Q3 2023 was City of London Investment Management, an estimated $1.49M added.
  • The largest MFS High Yield Municipal Trust seller in Q3 2023 was Rivernorth Capital Management, an estimated $937K sold.

Based on aggregated 13F filings for Q3 2023.