CMU

MFS High Yield Municipal Trust
CMU

Overview Fund Activity

29 hedge funds and large institutions have $7.23M invested in MFS High Yield Municipal Trust in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$1.16M
2
AAM
2
Advisors Asset Management
Colorado
$2.25M
3
DA
3
Doliver Advisors
Texas
$82K
4
SWP
4
Stratos Wealth Partners
Ohio
$59K
5
UBS Group
5
UBS Group
Switzerland
$1.8M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$142K
2
LCM
2
Laurion Capital Management
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$122K
4
Morgan Stanley
4
Morgan Stanley
New York
$130K
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$2.25M 456,347 +70,801 +18%
UBS Group
2
UBS Group
Switzerland
$1.8M 365,285 +11,728 +3%
RCM
3
Robinson Capital Management
Michigan
$1.16M 235,149 +235,149 New
RJA
4
Raymond James & Associates
Florida
$431K 87,597 – –
NPC
5
National Planning Corporation
California
$207K 41,865 – –
LPL Financial
6
LPL Financial
California
$142K 28,909 -21,309 -42%
RJT
7
Raymond James Trust
Florida
$134K 27,337 – –
Morgan Stanley
8
Morgan Stanley
New York
$130K 26,400 -11,947 -31%
Bank of America
9
Bank of America
North Carolina
$122K 24,896 -13,049 -34%
Creative Planning
10
Creative Planning
Kansas
$121K 24,500 – –
VFS
11
VSR Financial Services
Kansas
$108K 21,877 +278 +1%
DA
12
Doliver Advisors
Texas
$82K 16,663 +16,663 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$74K 15,000 – –
MFS
14
MSI Financial Services
Massachusetts
$73K 14,825 -2,175 -13%
SWP
15
Stratos Wealth Partners
Ohio
$59K 12,000 +12,000 New
FAAS
16
First Allied Advisory Services
California
$55K 11,100 – –
RJFSA
17
Raymond James Financial Services Advisors
Florida
$54K 11,000 – –
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$53K 10,861 +10,861 New
IA
19
IFP Advisors
Florida
$50K 10,215 +10,215 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$32K 6,603 – –
IP
21
Isthmus Partners
Wisconsin
$30K 6,150 – –
TCM
22
Tradewinds Capital Management
Washington
– – – –
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$11K 2,200 – –
TCOV
24
Trust Company of Vermont
Vermont
$11K 2,300 – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$6K 1,250 – –
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