CMU

MFS High Yield Municipal Trust
CMU

Overview Fund Activity

48 hedge funds and large institutions have $30.4M invested in MFS High Yield Municipal Trust in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$10.6M
2
BI
2
Bulldog Investors
New Jersey
$3.14M
3
RCM
3
Rivernorth Capital Management
Florida
$3.25M
4
COLIM
4
City of London Investment Management
United Kingdom
$808K
5
SIA
5
Sit Investment Associates
Minnesota
$1.02M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
AW
2
Atlas Wealth
Ohio
$0
3
ACA
3
Ackerman Capital Advisors
Texas
$0
4
KF
4
Krilogy Financial
Missouri
$0
5
DWM
5
Drive Wealth Management
Utah
$126K
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
26
WMG Financial Advisors
Tennessee
$64.4K – – –
RJT
27
Raymond James Trust
Florida
$64K – – –
GLLW
28
Graves Light Lenhart Wealth
Virginia
$61.5K – – –
PAG
29
Private Advisor Group
New Jersey
$61.5K – – –
CAN
30
Cetera Advisor Networks
California
$58.3K +$592 +184 +1%
CIA
31
Capital Investment Advisors
Georgia
$55.3K +$55.3K +17,165 New
FPCP
32
Fort Point Capital Partners
California
$54.8K +$54.8K +17,020 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$52K +$385 +119 +0.7%
FWM
34
Fairhaven Wealth Management
Illinois
$51.7K +$51.7K +16,055 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$43.1K +$43.1K +13,384 New
Nomura Holdings
36
Nomura Holdings
Japan
$40.9K +$40.9K +12,698 New
WAM
37
WealthTrust Asset Management
Florida
$39.8K +$422 +131 +1%
RJA
38
Raymond James & Associates
Florida
$36.8K – – –
NA
39
NewEdge Advisors
Louisiana
$36.4K +$36.4K +11,300 New
V
40
Veritable
Delaware
$36.1K +$36.1K +11,201 New
Wells Fargo
41
Wells Fargo
California
$31.7K – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$17.6K – – –
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$12.4K +$12.2K +3,796 +6,902%
RTL
44
Red Tortoise LLC
Georgia
$11.7K +$11.7K +3,642 New
TJHA
45
Thomas J. Herzfeld Advisors
Florida
$6.22K -$32 -10 -0.5%
MWM
46
Mascoma Wealth Management
New Hampshire
$2.78K – – –
AWM
47
Avior Wealth Management
Nebraska
$1.76K +$19 +6 +1%
IA
48
IFP Advisors
Florida
$1.61K +$1.61K +500 New
RCM
49
Robinson Capital Management
Michigan
– -$1.91M -596,064 Closed
AW
50
Atlas Wealth
Ohio
– -$325K -101,214 Closed
1
2
3