CMU

MFS High Yield Municipal Trust
CMU

Overview Fund Activity

42 hedge funds and large institutions have $39.2M invested in MFS High Yield Municipal Trust in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
42
Holders Change
-6
Holders Change %
-12.5%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$7.05M
2
BI
2
Bulldog Investors
New Jersey
$8.28M
3
AC
3
Almitas Capital
California
$1.21M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1M
5
Raymond James Financial
5
Raymond James Financial
Florida
$166K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
LSC
2
Logan Stone Capital
Illinois
$93.1K
3
SCM
3
Saba Capital Management
New York
$0
4
GCWM
4
Graham Capital Wealth Management
District of Columbia
$0
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BI
1
Bulldog Investors
New Jersey
$8.28M 2,345,443 +989,618 +73%
SIA
2
Sit Investment Associates
Minnesota
$7.05M 2,002,639 +1,034,353 +107%
RCM
3
Rivernorth Capital Management
Florida
$4.74M 1,347,114 +26,396 +2%
COLIM
4
City of London Investment Management
United Kingdom
$4.52M 1,283,934 – –
IA
5
Icon Advisers
Colorado
$2.89M 821,456 – –
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.73M 490,828 -3,966 -0.8%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$1.3M 370,689 -49,487 -12%
AC
8
Almitas Capital
California
$1.21M 344,105 +202,845 +144%
UBS Group
9
UBS Group
Switzerland
$1.19M 338,154 +3,100 +0.9%
MC
10
Matisse Capital
Oregon
$1.01M 286,058 – –
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$1M 284,360 +123,039 +76%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$765K 217,416 +26,395 +14%
Lido Advisors
13
Lido Advisors
California
$515K 146,367 – –
MWM
14
Melfa Wealth Management
Massachusetts
$435K 123,689 +93 +0.1%
Morgan Stanley
15
Morgan Stanley
New York
$346K 98,312 +17 +0%
Bank of America
16
Bank of America
North Carolina
$228K 64,893 -34,000 -34%
Osaic Holdings
17
Osaic Holdings
Arizona
$218K 62,046 +4,456 +8%
LPL Financial
18
LPL Financial
California
$187K 53,122 +1,092 +2%
Raymond James Financial
19
Raymond James Financial
Florida
$166K 47,130 +47,130 New
AWS
20
Atria Wealth Solutions
New York
$130K 36,835 +16,633 +82%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$118K 33,501 -300 -0.9%
EH
22
Equitable Holdings
New York
$109K 30,993 +249 +0.8%
NPFS
23
Novak & Powell Financial Services
Florida
$101K 28,737 +349 +1%
LSC
24
Logan Stone Capital
Illinois
$93.1K 26,446 -106,661 -80%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$91K 25,714 +72 +0.3%
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