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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 $33.8M invested in MFS High Yield Municipal Trust in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

10% more capital invested

Capital invested by funds: $30.8M → $33.8M (+$3M)

4.65% more ownership

Funds ownership: 31.71%36.36% (+4.6%)

8% less funds holding

Funds holding: 5248 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
19
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bulldog Investors
New Jersey
$4.97M +$12.1K +3,400 +0.3%
RCM
2
Rivernorth Capital Management
Florida
$4.84M +$780K +219,483 +20%
COLIM
3
City of London Investment Management
United Kingdom
$4.71M +$1.19M +334,984 +35%
SIA
4
Sit Investment Associates
Minnesota
$3.55M +$2.15M +605,830 +167%
IA
5
Icon Advisers
Colorado
$3.01M -$38.7K -10,899 -1%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.81M -$17K -4,792 -1%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$1.54M -$238K -67,000 -14%
UBS Group
8
UBS Group
Switzerland
$1.23M +$5.3K +1,491 +0.4%
MC
9
Matisse Capital
Oregon
$1.05M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$700K +$310K +87,205 +84%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$591K +$10.4K +2,938 +2%
Lido Advisors
12
Lido Advisors
California
$536K -$4.97K -1,400 -0.9%
AC
13
Almitas Capital
California
$518K +$177K +49,772 +54%
LSC
14
Logan Stone Capital
Illinois
$488K -$450K -126,756 -49%
MWM
15
Melfa Wealth Management
Massachusetts
$453K +$327 +92 +0.1%
WAM
16
Wolverine Asset Management
Illinois
$415K -$127K -35,864 -24%
Bank of America
17
Bank of America
North Carolina
$362K -$46.6K -13,125 -12%
Morgan Stanley
18
Morgan Stanley
New York
$360K -$3.76K -1,057 -1%
SCM
19
Saba Capital Management
New York
$310K -$2.09M -586,962 -87%
GCWM
20
Graham Capital Wealth Management
District of Columbia
$298K -$6.45K -1,815 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$211K -$4.94K -1,390 -2%
LPL Financial
22
LPL Financial
California
$191K -$49.3K -13,871 -21%
IWC
23
Integrated Wealth Concepts
Massachusetts
$125K +$917 +258 +0.8%
DWM
24
Drive Wealth Management
Utah
$125K
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$124K -$19.5K -5,500 -14%

CMU Hedge Fund Activity: Q3 2024 in Review

48 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q3 2024, worth a combined $33.8M — up 9.7% from $30.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CMU and 3 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 19 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.15M. The largest seller was Saba Capital Management, cutting an estimated $2.09M.

  • 48 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q3 2024, down from 52 in Q2 2024.
  • Funds reported $33.8M of MFS High Yield Municipal Trust stock for Q3 2024, up 9.7% quarter-over-quarter.
  • 3 funds opened new MFS High Yield Municipal Trust positions in Q3 2024 and 7 closed out, a net change of -4 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q3 2024 was Sit Investment Associates, an estimated $2.15M added.
  • The largest MFS High Yield Municipal Trust seller in Q3 2024 was Saba Capital Management, an estimated $2.09M sold.

Based on aggregated 13F filings for Q3 2024.