CMU

MFS High Yield Municipal Trust
CMU

Overview Fund Activity

49 hedge funds and large institutions have $33.5M invested in MFS High Yield Municipal Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$2.22M
2
BI
2
Bulldog Investors
New Jersey
$4.22M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1M
4
RCM
4
Robinson Capital Management
Michigan
$791K
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$359K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$2.28M
2
SIA
2
Sit Investment Associates
Minnesota
$582K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$1.25M
4
MWM
4
Melfa Wealth Management
Massachusetts
$381K
5
WFA
5
WMG Financial Advisors
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Drive Wealth Management
Utah
$123K – – –
FPCP
27
Fort Point Capital Partners
California
$112K +$58.7K +18,749 +110%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$105K -$40.1K -12,804 -28%
EH
29
Equitable Holdings
New York
$91.9K +$905 +289 +1%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$86.1K – – –
RJA
31
Raymond James & Associates
Florida
$82.7K +$47K +15,000 +131%
RJT
32
Raymond James Trust
Florida
$61.8K – – –
PAG
33
Private Advisor Group
New Jersey
$59.8K – – –
GLLW
34
Graves Light Lenhart Wealth
Virginia
$58.1K – – –
CIA
35
Capital Investment Advisors
Georgia
$53.7K – – –
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$51.5K +$39.4K +12,592 +327%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$51K +$366 +116 +0.7%
FWM
38
Fairhaven Wealth Management
Illinois
$50.3K – – –
IAIM
39
International Assets Investment Management
Florida
$47K +$47K +15,000 New
CAN
40
Cetera Advisor Networks
California
$44K -$12.6K -4,035 -22%
WAM
41
WealthTrust Asset Management
Florida
$39.1K +$385 +123 +1%
PFO
42
Pathstone Family Office
New Jersey
$37.2K +$37.2K +11,881 New
NA
43
NewEdge Advisors
Louisiana
$35.4K – – –
Wells Fargo
44
Wells Fargo
California
$30.6K -$166 -53 -0.5%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$18.6K +$18.6K +5,932 New
RTL
46
Red Tortoise LLC
Georgia
$11.4K – – –
QL
47
Quarry LP
New York
$3.19K +$3.19K +1,020 New
MWM
48
Mascoma Wealth Management
New Hampshire
$2.64K – – –
AWM
49
Avior Wealth Management
Nebraska
$1.73K +$16 +5 +0.9%
WFA
50
WMG Financial Advisors
Tennessee
– -$64.4K -20,000 Closed
1
2
3