CMU

MFS High Yield Municipal Trust
CMU

Overview Fund Activity

22 hedge funds and large institutions have $8.92M invested in MFS High Yield Municipal Trust in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$2.62M
2
CA
2
Cornerstone Advisors
North Carolina
$95K
3
Bank of America
3
Bank of America
North Carolina
$89K
4
ICAS
4
Investors Capital Advisory Services
Massachusetts
$52K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$62K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
DA
2
Doliver Advisors
Texas
$0
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
U
4
UBS
Switzerland
$60K
5
Morgan Stanley
5
Morgan Stanley
New York
$90K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
– – – –
AAM
2
Advisors Asset Management
Colorado
$2.62M 627,206 +269,723 +75%
Wells Fargo
3
Wells Fargo
California
$494K 119,394 -2,772 -2%
HK
4
Horizon Kinetics
New York
$237K 57,354 – –
RJT
5
Raymond James Trust
Florida
$128K 30,818 -1,360 -4%
LPL Financial
6
LPL Financial
California
$111K 26,886 -16,544 -38%
CA
7
Cornerstone Advisors
North Carolina
$95K 22,608 +22,608 New
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$92K 22,448 -3,019 -12%
NPC
9
National Planning Corporation
California
$92K 22,608 +248 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$91K 22,001 -7,000 -24%
Morgan Stanley
11
Morgan Stanley
New York
$90K 21,751 -39,338 -64%
Bank of America
12
Bank of America
North Carolina
$89K 21,495 +15,495 +258%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$62K 15,000 +5,000 +50%
U
14
UBS
Switzerland
$60K 14,544 -44,354 -75%
ICAS
15
Investors Capital Advisory Services
Massachusetts
$52K 12,750 +12,750 New
TCOV
16
Trust Company of Vermont
Vermont
$10K 2,300 – –
Deutsche Bank
17
Deutsche Bank
Germany
$10K 2,550 – –
MFS
18
MSI Financial Services
Massachusetts
$8K 2,000 – –
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$8K 2,000 – –
VNB
20
Valley National Bancorp
New York
$4K 1,000 +1,000 New
AIG
21
American International Group
New York
$3.32K 802 – –
Creative Planning
22
Creative Planning
Kansas
$2K 500 – –
RCM
23
Rivernorth Capital Management
Florida
– – -82,979 Closed
DA
24
Doliver Advisors
Texas
– – -70,252 Closed
WAM
25
Wolverine Asset Management
Illinois
– – -60,234 Closed
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