CMU

MFS High Yield Municipal Trust
CMU

Overview Fund Activity

48 hedge funds and large institutions have $30.4M invested in MFS High Yield Municipal Trust in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 8 closing their positions.

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$10.6M
2
BI
2
Bulldog Investors
New Jersey
$3.14M
3
RCM
3
Rivernorth Capital Management
Florida
$3.25M
4
COLIM
4
City of London Investment Management
United Kingdom
$808K
5
SIA
5
Sit Investment Associates
Minnesota
$1.02M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
AW
2
Atlas Wealth
Ohio
$0
3
ACA
3
Ackerman Capital Advisors
Texas
$0
4
KF
4
Krilogy Financial
Missouri
$0
5
DWM
5
Drive Wealth Management
Utah
$126K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$10.6M 3,305,051 +582,177 +21%
RCM
2
Rivernorth Capital Management
Florida
$3.25M 1,009,764 +381,301 +61%
BI
3
Bulldog Investors
New Jersey
$3.14M 974,279 +463,290 +91%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$1.55M 482,913 – –
LSC
5
Logan Stone Capital
Illinois
$1.26M 392,454 +17,020 +5%
MC
6
Matisse Capital
Oregon
$1.24M 385,623 – –
CC
7
Claybrook Capital
Massachusetts
$1.23M 382,584 – –
UBS Group
8
UBS Group
Switzerland
$1.08M 335,776 +21,527 +7%
SIA
9
Sit Investment Associates
Minnesota
$1.02M 315,767 +164,630 +109%
COLIM
10
City of London Investment Management
United Kingdom
$808K 251,413 +251,413 New
MC
11
Moors & Cabot
Massachusetts
$692K 215,000 – –
Osaic Holdings
12
Osaic Holdings
Arizona
$640K 198,707 +49,356 +33%
MWM
13
Melfa Wealth Management
Massachusetts
$488K 151,625 +2,824 +2%
Morgan Stanley
14
Morgan Stanley
New York
$448K 139,064 +4,474 +3%
Bank of America
15
Bank of America
North Carolina
$409K 127,037 +75 +0.1%
AWS
16
Atria Wealth Solutions
New York
$295K 91,717 -178 -0.2%
LPL Financial
17
LPL Financial
California
$231K 71,678 -12,562 -15%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$225K 69,787 +19,784 +40%
IWC
19
Integrated Wealth Concepts
Massachusetts
$179K 55,686 -450 -0.8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$167K 51,857 +371 +0.7%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$149K 46,316 +15,803 +52%
DWM
22
Drive Wealth Management
Utah
$126K 39,200 -15,575 -28%
EH
23
Equitable Holdings
New York
$93.6K 29,067 +298 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$88.6K 27,500 -2,500 -8%
SWM
25
Stockman Wealth Management
Montana
$64.4K 20,000 – –
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