CMU

MFS High Yield Municipal Trust
CMU

Overview Fund Activity

26 hedge funds and large institutions have $7.51M invested in MFS High Yield Municipal Trust in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$3.27M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$273K
3
PAG
3
Private Advisor Group
New Jersey
$60K
4
UBS Group
4
UBS Group
Switzerland
$1.9M
5
TCM
5
Tradewinds Capital Management
Washington
$27K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$513K
2
LPL Financial
2
LPL Financial
California
$0
3
RJA
3
Raymond James & Associates
Florida
$346K
4
DA
4
Doliver Advisors
Texas
$0
5
FAAS
5
First Allied Advisory Services
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$3.27M 646,354 +190,007 +42%
UBS Group
2
UBS Group
Switzerland
$1.9M 374,934 +9,649 +3%
RCM
3
Robinson Capital Management
Michigan
$513K 101,195 -133,954 -57%
RJA
4
Raymond James & Associates
Florida
$346K 68,317 -19,280 -22%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$273K 53,939 +53,939 New
NPC
6
National Planning Corporation
California
$192K 41,865 – –
Creative Planning
7
Creative Planning
Kansas
$139K 27,500 +3,000 +12%
Morgan Stanley
8
Morgan Stanley
New York
$134K 26,400 – –
RJT
9
Raymond James Trust
Florida
$127K 25,050 -2,287 -8%
Bank of America
10
Bank of America
North Carolina
$79K 15,596 -9,300 -37%
MFS
11
MSI Financial Services
Massachusetts
$61K 12,000 -2,825 -19%
SWP
12
Stratos Wealth Partners
Ohio
$61K 12,000 – –
RJFSA
13
Raymond James Financial Services Advisors
Florida
$61K 12,000 +1,000 +9%
PAG
14
Private Advisor Group
New Jersey
$60K 12,008 +12,008 New
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$55K 10,861 – –
IA
16
IFP Advisors
Florida
$52K 10,215 – –
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$51K 10,000 -5,000 -33%
IP
18
Isthmus Partners
Wisconsin
$30K 6,150 – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$29K 5,744 +4,494 +360%
TCM
20
Tradewinds Capital Management
Washington
$27K 5,321 +5,321 New
AG
21
Advisor Group
Arizona
$19K 3,709 +2,500 +207%
TCOV
22
Trust Company of Vermont
Vermont
$12K 2,300 – –
Deutsche Bank
23
Deutsche Bank
Germany
$6K 1,275 – –
GWM
24
Geneos Wealth Management
Colorado
$4K 900 – –
KLI
25
Kelman-Lazarov Inc
Tennessee
$1.86K 373 – –
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