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CMU

MFS High Yield Municipal Trust

Delisted

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

52 hedge funds and large institutions have $29.3M invested in MFS High Yield Municipal Trust in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 5152 (+1)

4% less capital invested

Capital invested by funds: $30.4M → $29.3M (-$1.13M)

1.51% less ownership

Funds ownership: 32.56%31.05% (-1.5%)

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bulldog Investors
New Jersey
$4.59M +$313K +95,011 +7%
COLIM
2
City of London Investment Management
United Kingdom
$3.16M -$123K -37,286 -4%
SCM
3
Saba Capital Management
New York
$2.96M -$1.49M -452,508 -34%
RCM
4
Rivernorth Capital Management
Florida
$2.87M +$521K +157,939 +22%
IA
5
Icon Advisers
Colorado
$2.76M +$287K +87,000 +12%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.67M -$23.4K -7,109 -1%
LSC
7
Logan Stone Capital
Illinois
$1.11M +$87.1K +26,410 +9%
UBS Group
8
UBS Group
Switzerland
$1.03M +$144K +43,737 +17%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$983K
MC
10
Matisse Capital
Oregon
$953K
Osaic Holdings
11
Osaic Holdings
Arizona
$710K +$18.5K +5,616 +3%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$651K +$160K +48,585 +33%
RCM
13
Robinson Capital Management
Michigan
$626K +$12.6K +3,822 +2%
Lido Advisors
14
Lido Advisors
California
$487K -$779K -236,217 -62%
Morgan Stanley
15
Morgan Stanley
New York
$447K -$424K -128,705 -49%
MWM
16
Melfa Wealth Management
Massachusetts
$415K +$42K +12,719 +11%
WAM
17
Wolverine Asset Management
Illinois
$412K +$336K +101,852 +465%
Bank of America
18
Bank of America
North Carolina
$373K -$1.93K -585 -0.5%
MC
19
Moors & Cabot
Massachusetts
$336K +$3.3K +1,000 +1%
AC
20
Almitas Capital
California
$289K +$31.1K +9,440 +12%
SIA
21
Sit Investment Associates
Minnesota
$273K +$129K +39,114 +91%
LPL Financial
22
LPL Financial
California
$212K -$60K -18,204 -22%
LCM
23
Landscape Capital Management
New Jersey
$208K +$84.5K +25,617 +70%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$161K +$5.13K +1,557 +3%
IWC
25
Integrated Wealth Concepts
Massachusetts
$146K -$1.48K -450 -1%

CMU Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q1 2024, worth a combined $29.3M — down 3.7% from $30.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CMU positions and 5 closed out — a net gain of 1 holder — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $521K. The largest seller was Saba Capital Management, cutting an estimated $1.49M.

  • 52 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q1 2024, up from 51 in Q4 2023.
  • Funds reported $29.3M of MFS High Yield Municipal Trust stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 6 funds opened new MFS High Yield Municipal Trust positions in Q1 2024 and 5 closed out, a net change of +1 holder.
  • The largest MFS High Yield Municipal Trust buyer in Q1 2024 was Rivernorth Capital Management, an estimated $521K added.
  • The largest MFS High Yield Municipal Trust seller in Q1 2024 was Saba Capital Management, an estimated $1.49M sold.

Based on aggregated 13F filings for Q1 2024.