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CMU

MFS High Yield Municipal Trust

Delisted

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

39 hedge funds and large institutions have $42.4M invested in MFS High Yield Municipal Trust in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

8% more capital invested

Capital invested by funds: $39.2M → $42.4M (+$3.19M)

3.99% more ownership

Funds ownership: 43.62%47.61% (+4%)

7% less funds holding

Funds holding: 4239 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
19
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bulldog Investors
New Jersey
$9.16M +$991K +280,073 +12%
SIA
2
Sit Investment Associates
Minnesota
$7.61M +$625K +176,608 +9%
RCM
3
Rivernorth Capital Management
Florida
$6.68M +$2.01M +567,613 +42%
COLIM
4
City of London Investment Management
United Kingdom
$4.31M -$176K -49,740 -4%
IA
5
Icon Advisers
Colorado
$2.87M
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.7M -$13.8K -3,888 -0.8%
AC
7
Almitas Capital
California
$1.45M +$256K +72,440 +21%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$1.24M -$51.3K -14,500 -4%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$1.23M +$244K +68,945 +24%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1M +$248K +70,000 +32%
UBS Group
11
UBS Group
Switzerland
$939K -$245K -69,187 -20%
MC
12
Matisse Capital
Oregon
$915K -$84.4K -23,850 -8%
Lido Advisors
13
Lido Advisors
California
$511K
MWM
14
Melfa Wealth Management
Massachusetts
$432K +$336 +95 +0.1%
Morgan Stanley
15
Morgan Stanley
New York
$343K +$131 +37 +0%
Bank of America
16
Bank of America
North Carolina
$226K
LPL Financial
17
LPL Financial
California
$186K +$959 +271 +0.5%
Raymond James Financial
18
Raymond James Financial
Florida
$163K -$1.15K -325 -0.7%
Osaic Holdings
19
Osaic Holdings
Arizona
$122K -$95.6K -27,007 -44%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$119K +$48.8K +13,779 +67%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$110K -$6.81K -1,925 -6%
EH
22
Equitable Holdings
New York
$110K +$1.81K +512 +2%
NPFS
23
Novak & Powell Financial Services
Florida
$102K +$1.26K +355 +1%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$96.8K +$98.1K +27,729 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$90K +$262 +74 +0.3%

CMU Hedge Fund Activity: Q1 2025 in Review

39 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q1 2025, worth a combined $42.4M — up 8.2% from $39.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CMU and 3 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 19 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.01M. The largest seller was UBS Group, cutting an estimated $245K.

  • 39 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q1 2025, down from 42 in Q4 2024.
  • Funds reported $42.4M of MFS High Yield Municipal Trust stock for Q1 2025, up 8.2% quarter-over-quarter.
  • 3 funds opened new MFS High Yield Municipal Trust positions in Q1 2025 and 6 closed out, a net change of -3 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q1 2025 was Rivernorth Capital Management, an estimated $2.01M added.
  • The largest MFS High Yield Municipal Trust seller in Q1 2025 was UBS Group, an estimated $245K sold.

Based on aggregated 13F filings for Q1 2025.