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CMU

MFS High Yield Municipal Trust

Delisted

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

38 hedge funds and large institutions have $39.9M invested in MFS High Yield Municipal Trust in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.64% less ownership

Funds ownership: 47.61%46.97% (-0.64%)

3% less funds holding

Funds holding: 3938 (-1)

6% less capital invested

Capital invested by funds: $42.4M → $39.9M (-$2.48M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
16
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bulldog Investors
New Jersey
$8.89M +$153K +45,521 +2%
SIA
2
Sit Investment Associates
Minnesota
$7.75M +$501K +149,360 +7%
RCM
3
Rivernorth Capital Management
Florida
$6.66M +$282K +83,959 +4%
IA
4
Icon Advisers
Colorado
$2.74M
AC
5
Almitas Capital
California
$2.17M +$789K +235,090 +56%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.83M +$662K +197,220 +56%
COLIM
7
City of London Investment Management
United Kingdom
$1.54M -$2.59M -770,945 -62%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.33M -$296K -88,378 -18%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$1.19M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$957K
UBS Group
11
UBS Group
Switzerland
$918K +$22.2K +6,611 +2%
MC
12
Matisse Capital
Oregon
$873K
Lido Advisors
13
Lido Advisors
California
$487K
MWM
14
Melfa Wealth Management
Massachusetts
$413K +$362 +108 +0.1%
Morgan Stanley
15
Morgan Stanley
New York
$328K +$34 +10 +0%
Bank of America
16
Bank of America
North Carolina
$316K +$101K +30,000 +46%
Raymond James Financial
17
Raymond James Financial
Florida
$156K -$154 -46 -0.1%
LPL Financial
18
LPL Financial
California
$129K -$49.1K -14,625 -27%
EH
19
Equitable Holdings
New York
$106K +$1.47K +439 +1%
NPFS
20
Novak & Powell Financial Services
Florida
$98.2K +$1.37K +408 +1%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$92.3K
Osaic Holdings
22
Osaic Holdings
Arizona
$88.8K -$28.1K -8,368 -24%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$86K +$282 +84 +0.3%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$85.7K +$18.3K +5,445 +27%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$74.7K -$39.5K -11,785 -34%

CMU Hedge Fund Activity: Q2 2025 in Review

38 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q2 2025, worth a combined $39.9M — down 5.9% from $42.4M a quarter earlier.

Fund positioning in CMU was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 16 added to existing stakes and 9 trimmed.

The largest buyer was Almitas Capital, adding an estimated $789K. The largest seller was City of London Investment Management, cutting an estimated $2.59M.

  • 38 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q2 2025, down from 39 in Q1 2025.
  • Funds reported $39.9M of MFS High Yield Municipal Trust stock for Q2 2025, down 5.9% quarter-over-quarter.
  • 1 fund opened new MFS High Yield Municipal Trust positions in Q2 2025 and 1 closed out, a net change of 0 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q2 2025 was Almitas Capital, an estimated $789K added.
  • The largest MFS High Yield Municipal Trust seller in Q2 2025 was City of London Investment Management, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2025.