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Mfs Hi Yld (CMU) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Mfs Hi Yld (NYSE:CMU)

Current
Institutional Ownership
Percentage
32.39%
Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$8.95M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$4.18M
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CMU Institutional Buying and Selling by Quarter

Mfs Hi Yld Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026 Rivernorth Capital Management LLC2,955,950$10.58M0.5%+12.4%11.597%
5/13/2026 Icon Advisers Inc. Co.731,734$2.62M0.6%-10.9%2.871%
5/8/2026 Bulldog Investors LLP3,531,732$12.64M2.9%-1.7%13.854%
5/7/2026 WealthTrust Asset Management LLC14,229$51K0.0%N/A0.056%
5/5/2026 Bank of New York Mellon Corp354,378$1.27M0.0%+11.3%1.390%
2/25/2026 Sit Investment Associates Inc.47,357$166K0.0%-95.5%0.186%
2/18/2026 Rivernorth Capital Management LLC2,630,896$9.23M0.4%+2.0%10.320%
2/18/2026 Evolve Private Wealth LLC92,603$325K0.0%N/A0.363%
2/17/2026 Almitas Capital LLC1,497,718$5.26M1.2%-0.6%5.876%
2/17/2026 Cetera Investment Advisers30,249$106K0.0%-15.2%0.119%
2/17/2026 Osaic Holdings Inc.64,223$225K0.0%+26.7%0.252%
2/13/2026 Thomas J. Herzfeld Advisors Inc.558,611$1.96M0.7%+2.2%2.191%
2/13/2026 Bulldog Investors LLP3,593,657$12.61M2.8%+20.0%14.098%
2/13/2026 Integrated Wealth Concepts LLC11,696$41K0.0%-28.0%0.046%
2/13/2026 Wells Fargo & Company MN9,609$34K0.0%+46.8%0.038%
2/11/2026 Closed End Fund Advisors Inc.13,091$46K0.0%N/A0.051%
2/10/2026 Novak & Powell Financial Services Inc.30,365$107K0.1%N/A0.119%
2/2/2026 Mutual Advisors LLC20,998$74K0.0%N/A0.082%
11/17/2025 Nomura Holdings Inc.10,000$35K0.0%N/A0.039%
11/17/2025 Citadel Advisors LLC29,161$101K0.0%+37.6%0.114%
11/17/2025 City of London Investment Management Co. Ltd.518,249$1.80M0.1%+11.9%2.033%
11/17/2025 Bulldog Investors LLP2,994,960$10.39M2.4%+12.1%11.750%
11/17/2025 Bank of America Corp DE147,588$512K0.0%+55.5%0.579%
11/17/2025 Almitas Capital LLC1,507,168$5.23M1.2%+131.3%5.913%
11/13/2025 UBS Group AG249,353$865K0.0%-9.5%0.978%
10/31/2025 International Assets Investment Management LLC13,155$44K0.0%N/A0.052%
10/22/2025 Spirepoint Private Client LLC16,247$56K0.0%N/A0.064%
10/20/2025 Allspring Global Investments Holdings LLC377,111$1.31M0.0%+5.9%1.479%
9/4/2025 Osaic Holdings Inc.26,671$89K0.0%-23.9%0.105%
8/15/2025 Bank of America Corp DE94,893$316K0.0%+46.2%0.372%
8/13/2025 Thomas J. Herzfeld Advisors Inc.550,525$1.83M0.7%+55.8%2.160%
8/8/2025 City of London Investment Management Co. Ltd.463,249$1.54M0.1%-62.5%1.817%
8/8/2025 Cetera Investment Advisers25,746$86K0.0%+26.8%0.101%
5/16/2025Almitas Capital LLC416,545$1.45M0.5%+21.1%1.634%
5/14/2025Thomas J. Herzfeld Advisors Inc.353,305$1.23M0.4%+24.2%1.386%
5/13/2025Sit Investment Associates Inc.2,179,247$7.61M0.2%+8.8%8.548%
5/9/2025City of London Investment Management Co. Ltd.1,234,194$4.31M0.5%-3.9%4.841%
5/9/2025Atria Wealth Solutions Inc.18,976$66K0.0%-48.5%0.074%
4/29/2025Bank of New York Mellon Corp287,416$1.00M0.0%+32.2%1.127%
4/24/2025Allspring Global Investments Holdings LLC356,189$1.24M0.0%-3.9%1.397%
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4/24/2025Matisse Capital262,208$915K0.5%-8.3%1.029%
4/15/2025CX Institutional14,000$49K0.0%N/A0.055%
4/10/2025Hennion & Walsh Asset Management Inc.486,940$1.70M0.1%-0.8%1.910%
2/17/2025Logan Stone Capital LLC26,446$93K0.0%-80.1%0.104%
2/17/2025Bulldog Investors LLP2,345,443$8.28M2.2%+73.0%9.201%
2/17/2025Bank of America Corp DE64,893$228K0.0%-34.4%0.255%
2/17/2025Almitas Capital LLC344,105$1.21M0.3%+143.6%1.350%
2/14/2025Integrated Wealth Concepts LLC15,749$55K0.0%-53.9%0.062%
2/13/2025XTX Topco Ltd23,845$84K0.0%+136.1%0.094%
2/13/2025Raymond James Financial Inc.47,130$166K0.0%N/A0.185%
2/13/2025Sit Investment Associates Inc.2,002,639$7.05M0.2%+106.8%7.857%
2/13/2025Wells Fargo & Company MN8,145$29K0.0%-29.5%0.032%
2/12/2025Thomas J. Herzfeld Advisors Inc.284,360$1.00M0.3%+76.3%1.116%
2/6/2025Raymond James Financial Inc.47,130$166K0.0%N/A0.185%
2/5/2025Noble Wealth Management PBC20,100$71K0.0%N/A0.079%
2/4/2025Bank of New York Mellon Corp217,416$765K0.0%+13.8%0.853%
1/31/2025Atria Wealth Solutions Inc.36,835$130K0.0%+82.3%0.145%
1/29/2025Allspring Global Investments Holdings LLC370,689$1.31M0.0%-11.8%1.454%
1/22/2025Drive Wealth Management LLC24,000$84K0.0%-29.4%0.094%
1/15/2025Hennion & Walsh Asset Management Inc.490,828$1.73M0.1%-0.8%1.925%
1/8/2025International Assets Investment Management LLC12,815$45K0.0%-72.4%0.050%
12/3/2024Rivernorth Capital Management LLC1,320,718$4.84M0.2%+19.9%5.181%
11/15/2024XTX Topco Ltd10,099$37K0.0%N/A0.040%
11/15/2024Rivernorth Capital Management LLC1,188,438$4.36M0.2%+7.9%4.662%
11/4/2024Wolverine Asset Management LLC113,348$415K0.0%-24.0%0.445%
10/24/2024Ackerman Capital Advisors LLC19,011$70K0.0%N/A0.075%
10/23/2024Hennion & Walsh Asset Management Inc.494,794$1.81M0.1%-1.0%1.941%
10/22/2024International Assets Investment Management LLC46,398$170K0.0%+270.9%0.182%
10/19/2024Allspring Global Investments Holdings LLC420,176$1.54M0.0%-13.8%1.648%
9/5/2024Sanctuary Advisors LLC13,142$42K0.0%N/A0.052%
8/21/2024Graham Capital Wealth Management LLC83,168$285K0.4%N/A0.000%
8/16/2024Almitas Capital LLC91,488$314K0.1%+5.5%0.000%
8/15/2024Logan Stone Capital LLC259,863$891K0.2%-22.0%0.000%
8/5/2024Blue Bell Private Wealth Management LLC39,301$135K0.0%+137.5%0.000%
8/2/2024Wolverine Asset Management LLC149,212$512K0.0%+20.6%0.000%
7/26/2024Allspring Global Investments Holdings LLC487,176$1.67M0.0%+65.0%0.000%
7/26/2024Bank of New York Mellon Corp103,816$356K0.0%N/A0.000%
7/20/2024Hennion & Walsh Asset Management Inc.499,586$1.71M0.1%-0.6%0.000%
7/10/2024Simplicity Wealth LLC13,379$46K0.0%N/A0.000%
5/14/2024Robinson Capital Management LLC192,160$626K0.2%+2.0%0.678%
5/10/2024City of London Investment Management Co. Ltd.948,950$3.16M0.3%-3.8%3.350%
4/26/2024Mesirow Financial Investment Management Inc.10,650$35K0.0%N/A0.038%
4/17/2024Hennion & Walsh Asset Management Inc.502,662$1.67M0.1%-1.4%1.774%
4/11/2024International Assets Investment Management LLC12,356$41K0.0%-73.7%0.044%
2/21/2024Novak & Powell Financial Services Inc.27,391$91K0.1%N/A0.097%
2/15/2024Bulldog Investors LLP1,281,887$4.24M1.4%-4.9%4.525%
2/9/2024City of London Investment Management Co. Ltd.986,236$3.26M0.3%+39.1%3.481%
2/8/2024Robinson Capital Management LLC188,338$623K0.2%-25.8%0.665%
2/8/2024Matisse Capital286,058$947K0.5%-25.8%1.010%
2/8/2024WMG Financial Advisors LLC20,000$66K0.0%N/A0.071%
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2/1/2024Wolverine Asset Management LLC21,900$72K0.0%N/A0.077%
1/25/2024Allspring Global Investments Holdings LLC295,176$977K0.0%-25.8%1.042%
1/25/2024Blue Bell Private Wealth Management LLC16,547$55K0.0%+178.9%0.058%
1/24/2024Stratos Wealth Partners LTD.20,475$68K0.0%N/A0.072%
1/22/2024Drive Wealth Management LLC34,000$113K0.0%-13.3%0.120%
1/22/2024Melfa Wealth Management LLC111,837$370K0.3%-8.2%0.395%
1/16/2024Raymond James & Associates11,415$38K0.0%-56.8%0.040%
11/14/2023Saba Capital Management L.P.3,351,581$10.49M0.3%+1.4%11.831%
11/14/2023Robinson Capital Management LLC253,891$791K0.4%N/A0.896%
11/14/2023Thomas J. Herzfeld Advisors Inc.114,670$359K0.1%+5,841.5%0.405%


CMU Institutional Ownership - Frequently Asked Questions

During the previous two years, 35 institutional investors and hedge funds held shares of Mfs Hi Yld. The most heavily invested institutionals were Bulldog Investors LLP ($12.64M), Rivernorth Capital Management LLC ($10.58M), Almitas Capital LLC ($5.26M), Icon Advisers Inc. Co. ($2.62M), Thomas J. Herzfeld Advisors Inc. ($1.96M), City of London Investment Management Co. Ltd. ($1.80M), and Hennion & Walsh Asset Management Inc. ($1.70M).Learn more on Mfs Hi Yld's institutional investors.

32.39% of Mfs Hi Yld's stock is owned by institutional investors. Learn more on CMU's institutional investor holdings.

Of the 27 institutional investors that purchased Mfs Hi Yld's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bulldog Investors LLP ($1.91M), Sit Investment Associates Inc. ($1.21M), Almitas Capital LLC ($1.13M), Rivernorth Capital Management LLC ($683.56K), Thomas J. Herzfeld Advisors Inc. ($401.38K), Bank of New York Mellon Corp ($132.36K), and Raymond James Financial Inc. ($94.26K).

Institutional investors have bought a total of 2,567,020 shares in the last 24 months. This purchase volume represents approximately $8.95M in transactions.

The following institutional investors have sold Mfs Hi Yld stock in the last 24 months: Sit Investment Associates Inc. ($997.98K), Icon Advisers Inc. Co. ($89.72K), Bulldog Investors LLP ($61.93K), UBS Group AG ($26.23K), Almitas Capital LLC ($9.45K), Cetera Investment Advisers ($5.41K), and Integrated Wealth Concepts LLC ($4.55K).

Institutional investors have sold a total of 1,195,266 shares in the last 24 months. This volume of shares sold represents approximately $4.18M in transactions.


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Institutional ownership data for NYSE:CMU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/18/2026. New 13F filings are added each quarter as they're published.
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