CMU

MFS High Yield Municipal Trust
CMU

Overview Fund Activity

51 hedge funds and large institutions have $30.4M invested in MFS High Yield Municipal Trust in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
11
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Icon Advisers
Colorado
$2.47M
2
Lido Advisors
2
Lido Advisors
California
$1.27M
3
COLIM
3
City of London Investment Management
United Kingdom
$3.26M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.69M
5
Morgan Stanley
5
Morgan Stanley
New York
$870K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$4.44M
2
SIA
2
Sit Investment Associates
Minnesota
$142K
3
LSC
3
Logan Stone Capital
Illinois
$1.02M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$977K
5
SOA
5
Sea Otter Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$4.44M 1,340,651 -2,010,930 -60%
BI
2
Bulldog Investors
New Jersey
$4.24M 1,281,887 -65,732 -5%
COLIM
3
City of London Investment Management
United Kingdom
$3.26M 986,236 +277,145 +39%
IA
4
Icon Advisers
Colorado
$2.47M 745,355 +745,355 New
RCM
5
Rivernorth Capital Management
Florida
$2.33M 703,418 -19,352 -3%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.69M 509,771 +189,580 +59%
Lido Advisors
7
Lido Advisors
California
$1.27M 382,584 +382,584 New
LSC
8
Logan Stone Capital
Illinois
$1.02M 306,878 -129,846 -30%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$977K 295,176 -102,737 -26%
MC
10
Matisse Capital
Oregon
$947K 286,058 -99,565 -26%
UBS Group
11
UBS Group
Switzerland
$875K 264,326 -67,741 -20%
Morgan Stanley
12
Morgan Stanley
New York
$870K 262,910 +124,789 +90%
Osaic Holdings
13
Osaic Holdings
Arizona
$687K 207,552 -1,775 -0.8%
RCM
14
Robinson Capital Management
Michigan
$623K 188,338 -65,553 -26%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$486K 146,904 +32,234 +28%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$484K 146,245 +21,939 +18%
Bank of America
17
Bank of America
North Carolina
$372K 112,478 +4,893 +5%
MWM
18
Melfa Wealth Management
Massachusetts
$370K 111,837 -9,932 -8%
MC
19
Moors & Cabot
Massachusetts
$331K 100,000 -99,516 -50%
LPL Financial
20
LPL Financial
California
$271K 81,761 -5,358 -6%
AWS
21
Atria Wealth Solutions
New York
$258K 77,875 -1,028 -1%
AC
22
Almitas Capital
California
$256K 77,289 +77,289 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$155K 46,783 -3,501 -7%
IWC
24
Integrated Wealth Concepts
Massachusetts
$146K 44,195 -7,927 -15%
SIA
25
Sit Investment Associates
Minnesota
$142K 42,779 -143,162 -77%
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