CMU

MFS High Yield Municipal Trust
CMU

Overview Fund Activity

31 hedge funds and large institutions have $9.53M invested in MFS High Yield Municipal Trust in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$146K
2
UBS Group
2
UBS Group
Switzerland
$1.65M
3
Truist Financial
3
Truist Financial
North Carolina
$50K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$393K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$64K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$325K
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$1.26M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$768K
Name Market Value Shares Shares
Change 		Shares
Change %
CC
1
Claybrook Capital
Massachusetts
$1.89M 382,584 – –
UBS Group
2
UBS Group
Switzerland
$1.65M 349,726 +28,789 +9%
Invesco
3
Invesco
Georgia
$1.26M 265,789 -45,748 -15%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$768K 162,367 -29,862 -16%
Morgan Stanley
5
Morgan Stanley
New York
$671K 141,843 +7,153 +5%
RJA
6
Raymond James & Associates
Florida
$522K 110,256 -982 -0.9%
MWPCG
7
Measured Wealth Private Client Group
New Hampshire
$458K 96,822 – –
RJFSA
8
Raymond James Financial Services Advisors
Florida
$393K 83,000 +9,500 +13%
RCM
9
Robinson Capital Management
Michigan
$325K 68,689 -62,627 -48%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$266K 56,300 +263 +0.5%
LPL Financial
11
LPL Financial
California
$160K 33,786 – –
IAA
12
Independent Advisor Alliance
North Carolina
$146K 30,783 +30,783 New
KF
13
Krilogy Financial
Missouri
$123K 26,078 – –
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$121K 25,696 +80 +0.3%
PAG
15
Private Advisor Group
New Jersey
$106K 22,398 – –
GLLW
16
Graves Light Lenhart Wealth
Virginia
$90K 19,098 – –
RJT
17
Raymond James Trust
Florida
$78K 16,513 – –
IP
18
Intellectus Partners
California
$77K 16,195 +187 +1%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$71K 15,000 -3,000 -17%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$64K 13,513 +7,445 +123%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$62K 13,200 – –
CA
22
Cetera Advisors
Colorado
$57K 12,008 – –
Truist Financial
23
Truist Financial
North Carolina
$50K 10,600 +10,600 New
RIA
24
Realta Investment Advisors
Delaware
$42K 8,819 +3,819 +76%
AG
25
Advisor Group
Arizona
$34K 7,102 – –
1
2