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CMU

MFS High Yield Municipal Trust

Delisted

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

51 hedge funds and large institutions have $30.4M invested in MFS High Yield Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 4951 (+2)

5.17% less ownership

Funds ownership: 37.73%32.56% (-5.2%)

9% less capital invested

Capital invested by funds: $33.5M → $30.4M (-$3.08M)

52% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 23

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
11
Reduced
23
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
$4.44M -$6.2M -2,010,930 -60%
BI
2
Bulldog Investors
New Jersey
$4.24M -$203K -65,732 -5%
COLIM
3
City of London Investment Management
United Kingdom
$3.26M +$855K +277,145 +39%
IA
4
Icon Advisers
Colorado
$2.47M +$2.3M +745,355 New
RCM
5
Rivernorth Capital Management
Florida
$2.33M -$59.7K -19,352 -3%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.69M +$585K +189,580 +59%
Lido Advisors
7
Lido Advisors
California
$1.27M +$1.18M +382,584 New
LSC
8
Logan Stone Capital
Illinois
$1.02M -$400K -129,846 -30%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$977K -$317K -102,737 -26%
MC
10
Matisse Capital
Oregon
$947K -$307K -99,565 -26%
UBS Group
11
UBS Group
Switzerland
$875K -$209K -67,741 -20%
Morgan Stanley
12
Morgan Stanley
New York
$870K +$385K +124,789 +90%
Osaic Holdings
13
Osaic Holdings
Arizona
$687K -$5.47K -1,775 -0.8%
RCM
14
Robinson Capital Management
Michigan
$623K -$202K -65,553 -26%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$486K +$99.4K +32,234 +28%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$484K +$67.7K +21,939 +18%
Bank of America
17
Bank of America
North Carolina
$372K +$15.1K +4,893 +5%
MWM
18
Melfa Wealth Management
Massachusetts
$370K -$30.6K -9,932 -8%
MC
19
Moors & Cabot
Massachusetts
$331K -$307K -99,516 -50%
LPL Financial
20
LPL Financial
California
$271K -$16.5K -5,358 -6%
AWS
21
Atria Wealth Solutions
New York
$258K -$3.17K -1,028 -1%
AC
22
Almitas Capital
California
$256K +$238K +77,289 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$155K -$10.8K -3,501 -7%
IWC
24
Integrated Wealth Concepts
Massachusetts
$146K -$24.4K -7,927 -15%
SIA
25
Sit Investment Associates
Minnesota
$142K -$442K -143,162 -77%

CMU Hedge Fund Activity: Q4 2023 in Review

51 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q4 2023, worth a combined $30.4M — down 9.2% from $33.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CMU positions and 8 closed out — a net gain of 4 holders — while 11 added to existing stakes and 23 trimmed.

The largest buyer was Icon Advisers, opening a new position worth an estimated $2.3M. The largest seller was Saba Capital Management, cutting an estimated $6.2M.

  • 51 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q4 2023, up from 49 in Q3 2023.
  • Funds reported $30.4M of MFS High Yield Municipal Trust stock for Q4 2023, down 9.2% quarter-over-quarter.
  • 12 funds opened new MFS High Yield Municipal Trust positions in Q4 2023 and 8 closed out, a net change of +4 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q4 2023 was Icon Advisers, an estimated $2.3M added.
  • The largest MFS High Yield Municipal Trust seller in Q4 2023 was Saba Capital Management, an estimated $6.2M sold.

Based on aggregated 13F filings for Q4 2023.