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CMU

MFS High Yield Municipal Trust

Delisted

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

42 hedge funds and large institutions have $39.2M invested in MFS High Yield Municipal Trust in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

16% more capital invested

Capital invested by funds: $33.8M → $39.2M (+$5.35M)

7.26% more ownership

Funds ownership: 36.36%43.62% (+7.3%)

13% less funds holding

Funds holding: 4842 (-6)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
42
Holders Change
-6
Holders Change %
-12.5%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bulldog Investors
New Jersey
$8.28M +$3.55M +989,618 +73%
SIA
2
Sit Investment Associates
Minnesota
$7.05M +$3.71M +1,034,353 +107%
RCM
3
Rivernorth Capital Management
Florida
$4.74M +$94.7K +26,396 +2%
COLIM
4
City of London Investment Management
United Kingdom
$4.52M
IA
5
Icon Advisers
Colorado
$2.89M
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.73M -$14.2K -3,966 -0.8%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$1.3M -$178K -49,487 -12%
AC
8
Almitas Capital
California
$1.21M +$728K +202,845 +144%
UBS Group
9
UBS Group
Switzerland
$1.19M +$11.1K +3,100 +0.9%
MC
10
Matisse Capital
Oregon
$1.01M
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$1M +$442K +123,039 +76%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$765K +$94.7K +26,395 +14%
Lido Advisors
13
Lido Advisors
California
$515K
MWM
14
Melfa Wealth Management
Massachusetts
$435K +$334 +93 +0.1%
Morgan Stanley
15
Morgan Stanley
New York
$346K +$61 +17 +0%
Bank of America
16
Bank of America
North Carolina
$228K -$122K -34,000 -34%
Osaic Holdings
17
Osaic Holdings
Arizona
$218K +$16K +4,456 +8%
LPL Financial
18
LPL Financial
California
$187K +$3.92K +1,092 +2%
Raymond James Financial
19
Raymond James Financial
Florida
$166K +$169K +47,130 New
AWS
20
Atria Wealth Solutions
New York
$130K +$59.7K +16,633 +82%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$118K -$1.08K -300 -0.9%
EH
22
Equitable Holdings
New York
$109K +$894 +249 +0.8%
NPFS
23
Novak & Powell Financial Services
Florida
$101K +$1.25K +349 +1%
LSC
24
Logan Stone Capital
Illinois
$93.1K -$383K -106,661 -80%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$91K +$258 +72 +0.3%

CMU Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q4 2024, worth a combined $39.2M — up 16% from $33.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CMU and 5 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 20 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.71M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $415K sold.

  • 42 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q4 2024, down from 48 in Q3 2024.
  • Funds reported $39.2M of MFS High Yield Municipal Trust stock for Q4 2024, up 16% quarter-over-quarter.
  • 5 funds opened new MFS High Yield Municipal Trust positions in Q4 2024 and 9 closed out, a net change of -4 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $3.71M added.
  • The largest MFS High Yield Municipal Trust seller in Q4 2024 was Wolverine Asset Management, an estimated $415K sold.

Based on aggregated 13F filings for Q4 2024.