CMU

MFS High Yield Municipal Trust
CMU

Overview Fund Activity

51 hedge funds and large institutions have $30.4M invested in MFS High Yield Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
11
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Icon Advisers
Colorado
$2.47M
2
Lido Advisors
2
Lido Advisors
California
$1.27M
3
COLIM
3
City of London Investment Management
United Kingdom
$3.26M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.69M
5
Morgan Stanley
5
Morgan Stanley
New York
$870K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$4.44M
2
SIA
2
Sit Investment Associates
Minnesota
$142K
3
LSC
3
Logan Stone Capital
Illinois
$1.02M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$977K
5
SOA
5
Sea Otter Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$122K +$122K +36,847 New
DWM
27
Drive Wealth Management
Utah
$113K -$17.2K -5,200 -13%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$101K -$9.77K -2,952 -9%
EH
29
Equitable Holdings
New York
$97.9K +$712 +215 +0.7%
NPFS
30
Novak & Powell Financial Services
Florida
$90.7K +$90.7K +27,391 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$90.6K -$427 -129 -0.5%
WAM
32
Wolverine Asset Management
Illinois
$72.5K +$72.5K +21,900 New
SWP
33
Stratos Wealth Partners
Ohio
$67.8K +$67.8K +20,475 New
WFA
34
WMG Financial Advisors
Tennessee
$66.2K +$66.2K +20,000 New
RJT
35
Raymond James Trust
Florida
$65.4K – – –
PAG
36
Private Advisor Group
New Jersey
$63.2K – – –
CIA
37
Capital Investment Advisors
Georgia
$56.8K – – –
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$54.8K +$35.1K +10,615 +179%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$54K +$417 +126 +0.8%
FWM
40
Fairhaven Wealth Management
Illinois
$53.1K – – –
WAM
41
WealthTrust Asset Management
Florida
$41.8K +$444 +134 +1%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$41.3K +$41.3K +12,490 New
RJA
43
Raymond James & Associates
Florida
$37.8K -$49.7K -15,000 -57%
CAN
44
Cetera Advisor Networks
California
$37.8K -$8.75K -2,642 -19%
MFIM
45
Mesirow Financial Investment Management
Illinois
$34.9K +$34.9K +10,529 New
Wells Fargo
46
Wells Fargo
California
$32.4K -$3 -1 -0%
IAIM
47
International Assets Investment Management
Florida
$14.2K +$9.68K +32,035 +214%
RTL
48
Red Tortoise LLC
Georgia
$8.94K -$3.11K -940 -26%
RIL
49
Rothschild Investment LLC
Illinois
$5.09K +$5.09K +1,537 New
FFA
50
Frazier Financial Advisors
Ohio
$4.97K +$4.97K +1,500 New
1
2
3