CMU

MFS High Yield Municipal Trust
CMU

Overview Fund Activity

49 hedge funds and large institutions have $33.5M invested in MFS High Yield Municipal Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$2.22M
2
BI
2
Bulldog Investors
New Jersey
$4.22M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1M
4
RCM
4
Robinson Capital Management
Michigan
$791K
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$359K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$2.28M
2
SIA
2
Sit Investment Associates
Minnesota
$582K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$1.25M
4
MWM
4
Melfa Wealth Management
Massachusetts
$381K
5
WFA
5
WMG Financial Advisors
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$10.5M 3,351,581 +46,530 +1%
BI
2
Bulldog Investors
New Jersey
$4.22M 1,347,619 +373,340 +38%
RCM
3
Rivernorth Capital Management
Florida
$2.28M 722,770 -286,994 -28%
COLIM
4
City of London Investment Management
United Kingdom
$2.22M 709,091 +457,678 +182%
LSC
5
Logan Stone Capital
Illinois
$1.37M 436,724 +44,270 +11%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$1.25M 397,913 -85,000 -18%
MC
7
Matisse Capital
Oregon
$1.21M 385,623 – –
CC
8
Claybrook Capital
Massachusetts
$1.2M 382,584 – –
UBS Group
9
UBS Group
Switzerland
$1.04M 332,067 -3,709 -1%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$1M 320,191 +320,191 New
RCM
11
Robinson Capital Management
Michigan
$791K 253,891 +253,891 New
Osaic Holdings
12
Osaic Holdings
Arizona
$655K 209,327 +10,620 +5%
MC
13
Moors & Cabot
Massachusetts
$624K 199,516 -15,484 -7%
SIA
14
Sit Investment Associates
Minnesota
$582K 185,941 -129,826 -41%
Morgan Stanley
15
Morgan Stanley
New York
$432K 138,121 -943 -0.7%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$389K 124,306 +54,519 +78%
MWM
17
Melfa Wealth Management
Massachusetts
$381K 121,769 -29,856 -20%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$359K 114,670 +112,740 +5,841%
Bank of America
19
Bank of America
North Carolina
$337K 107,585 -19,452 -15%
SOA
20
Sea Otter Advisors
Florida
$336K 107,400 +107,400 New
LPL Financial
21
LPL Financial
California
$273K 87,119 +15,441 +22%
AWS
22
Atria Wealth Solutions
New York
$247K 78,903 -12,814 -14%
AW
23
Atlas Wealth
Ohio
$221K 70,526 +70,526 New
IWC
24
Integrated Wealth Concepts
Massachusetts
$163K 52,122 -3,564 -6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$157K 50,284 -1,573 -3%
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