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CMU

MFS High Yield Municipal Trust

Delisted

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

45 hedge funds and large institutions have $45.5M invested in MFS High Yield Municipal Trust in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

10% more funds holding

Funds holding: 4145 (+4)

3% more capital invested

Capital invested by funds: $44.3M → $45.5M (+$1.22M)

0.36% more ownership

Funds ownership: 49.49%49.85% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
12
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bulldog Investors
New Jersey
$12.6M -$221K -61,925 -2%
RCM
2
Rivernorth Capital Management
Florida
$10.6M +$1.16M +325,054 +12%
AC
3
Almitas Capital
California
$5.36M
IA
4
Icon Advisers
Colorado
$2.62M -$320K -89,722 -11%
Morgan Stanley
5
Morgan Stanley
New York
$2.54M +$1.14M +319,091 +81%
COLIM
6
City of London Investment Management
United Kingdom
$2.42M +$385K +107,873 +19%
Bank of America
7
Bank of America
North Carolina
$1.45M
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$1.35M
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.27M +$128K +35,963 +11%
GC
10
Guggenheim Capital
Illinois
$1.13M +$1.13M +315,595 New
Lido Advisors
11
Lido Advisors
California
$524K
UBS Group
12
UBS Group
Switzerland
$464K -$390K -109,224 -46%
MWM
13
Melfa Wealth Management
Massachusetts
$445K +$403 +113 +0.1%
MC
14
Matisse Capital
Oregon
$353K -$583K -163,496 -62%
EPW
15
Evolve Private Wealth
California
$327K -$4.54K -1,272 -1%
LPL Financial
16
LPL Financial
California
$216K +$1.15K +323 +0.5%
Osaic Holdings
17
Osaic Holdings
Arizona
$165K -$64.6K -18,110 -28%
Raymond James Financial
18
Raymond James Financial
Florida
$157K -$15.1K -4,229 -9%
EH
19
Equitable Holdings
New York
$117K +$2.18K +611 +2%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$111K
NPFS
21
Novak & Powell Financial Services
Florida
$110K +$1.51K +424 +1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$108K
Citadel Advisors
23
Citadel Advisors
Florida
$98K +$32K +8,972 +49%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$94K +$310 +87 +0.3%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$74.9K -$14 -4 -0%

CMU Hedge Fund Activity: Q1 2026 in Review

45 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q1 2026, worth a combined $45.5M — up 2.8% from $44.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CMU positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.16M. The largest seller was Thomas J. Herzfeld Advisors, exiting entirely with an estimated $1.96M sold.

  • 45 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q1 2026, up from 41 in Q4 2025.
  • Funds reported $45.5M of MFS High Yield Municipal Trust stock for Q1 2026, up 2.8% quarter-over-quarter.
  • 8 funds opened new MFS High Yield Municipal Trust positions in Q1 2026 and 4 closed out, a net change of +4 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q1 2026 was Rivernorth Capital Management, an estimated $1.16M added.
  • The largest MFS High Yield Municipal Trust seller in Q1 2026 was Thomas J. Herzfeld Advisors, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2026.