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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 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $39.9M → $42.4M (+$2.55M)

3% more funds holding

Funds holding: 3839 (+1)

0.99% more ownership

Funds ownership: 46.97%47.96% (+0.99%)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
16
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bulldog Investors
New Jersey
$10.4M +$1.08M +323,923 +12%
RCM
2
Rivernorth Capital Management
Florida
$8.95M +$1.93M +580,389 +29%
AC
3
Almitas Capital
California
$5.23M +$2.85M +855,533 +131%
SIA
4
Sit Investment Associates
Minnesota
$3.63M -$4.27M -1,283,267 -55%
IA
5
Icon Advisers
Colorado
$2.85M
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.9M -$13.6K -4,085 -0.7%
COLIM
7
City of London Investment Management
United Kingdom
$1.8M +$183K +55,000 +12%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$1.31M +$69.7K +20,922 +6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.08M +$83.3K +24,999 +9%
MC
10
Matisse Capital
Oregon
$910K
UBS Group
11
UBS Group
Switzerland
$865K -$87.4K -26,225 -10%
Bank of America
12
Bank of America
North Carolina
$512K +$176K +52,695 +56%
Lido Advisors
13
Lido Advisors
California
$508K
MWM
14
Melfa Wealth Management
Massachusetts
$430K +$393 +118 +0.1%
Morgan Stanley
15
Morgan Stanley
New York
$334K -$6.62K -1,988 -2%
LPL Financial
16
LPL Financial
California
$210K +$72.3K +21,697 +56%
Osaic Holdings
17
Osaic Holdings
Arizona
$172K +$80.1K +24,031 +90%
Raymond James Financial
18
Raymond James Financial
Florida
$167K +$5.01K +1,504 +3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$124K +$33K +9,911 +38%
EH
20
Equitable Holdings
New York
$112K +$1.58K +475 +1%
Citadel Advisors
21
Citadel Advisors
Florida
$101K +$26.5K +7,969 +38%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$96.2K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$90K +$303 +91 +0.4%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$76.1K
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$69.4K +$66.6K +20,000 New

CMU Hedge Fund Activity: Q3 2025 in Review

39 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q3 2025, worth a combined $42.4M — up 6.4% from $39.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CMU positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Almitas Capital, adding an estimated $2.85M. The largest seller was Sit Investment Associates, cutting an estimated $4.27M.

  • 39 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q3 2025, up from 38 in Q2 2025.
  • Funds reported $42.4M of MFS High Yield Municipal Trust stock for Q3 2025, up 6.4% quarter-over-quarter.
  • 6 funds opened new MFS High Yield Municipal Trust positions in Q3 2025 and 4 closed out, a net change of +2 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q3 2025 was Almitas Capital, an estimated $2.85M added.
  • The largest MFS High Yield Municipal Trust seller in Q3 2025 was Sit Investment Associates, an estimated $4.27M sold.

Based on aggregated 13F filings for Q3 2025.