CMU

MFS High Yield Municipal Trust
CMU

Overview Fund Activity

26 hedge funds and large institutions have $7.99M invested in MFS High Yield Municipal Trust in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 7 closing their positions.

Holders
26
Holders Change
-5
Holders Change %
-16.13%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
3
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$790K
2
UBS Group
2
UBS Group
Switzerland
$1.75M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$141K
4
LCM
4
Landscape Capital Management
New Jersey
$67K
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$58K

Top Sellers

1
Invesco
1
Invesco
Georgia
$751K
2
RCM
2
Robinson Capital Management
Michigan
$0
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$502K
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$1.75M 414,812 +65,086 +19%
CC
2
Claybrook Capital
Massachusetts
$1.62M 382,584 – –
Osaic Holdings
3
Osaic Holdings
Arizona
$790K 187,228 +187,228 New
Invesco
4
Invesco
Georgia
$751K 177,851 -87,938 -33%
Morgan Stanley
5
Morgan Stanley
New York
$502K 119,015 -22,828 -16%
RJA
6
Raymond James & Associates
Florida
$467K 110,756 +500 +0.5%
MWPCG
7
Measured Wealth Private Client Group
New Hampshire
$409K 96,822 – –
RJFSA
8
Raymond James Financial Services Advisors
Florida
$350K 83,000 – –
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$244K 57,737 +1,437 +3%
LPL Financial
10
LPL Financial
California
$184K 43,715 +9,929 +29%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$141K 33,308 +19,795 +146%
KF
12
Krilogy Financial
Missouri
$110K 26,078 – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$108K 25,781 +85 +0.3%
GLLW
14
Graves Light Lenhart Wealth
Virginia
$81K 19,098 – –
RJT
15
Raymond James Trust
Florida
$70K 16,513 – –
IP
16
Intellectus Partners
California
$69K 16,392 +197 +1%
LCM
17
Landscape Capital Management
New Jersey
$67K 15,844 +15,844 New
RIA
18
Realta Investment Advisors
Delaware
$59K 13,921 +5,102 +58%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$58K 13,678 +13,678 New
PAG
20
Private Advisor Group
New Jersey
$57K 13,392 -9,006 -40%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$56K 13,200 – –
Wells Fargo
22
Wells Fargo
California
$25K 5,754 +2,402 +72%
GWM
23
Geneos Wealth Management
Colorado
$13K 3,400 – –
BFEC
24
Benjamin F. Edwards & Company
Missouri
$9K 2,150 +1,613 +300%
CFGS
25
Concourse Financial Group Securities
Alabama
$4K 1,000 +1,000 New
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