MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

60 hedge funds and large institutions have $70.6M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GEM
26
Global Endowment Management
North Carolina
$454K
Ameriprise
27
Ameriprise
Minnesota
$434K
RC
28
Rovin Capital
Arizona
$431K
EH
29
Equitable Holdings
New York
$402K
WP
30
WealthPLAN Partners
Nebraska
$400K
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$398K
CF
32
Centaurus Financial
California
$383K
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$363K
PL
34
Plancorp LLC
Missouri
$360K
LCM
35
Landscape Capital Management
New Jersey
$347K
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$337K
Jane Street
37
Jane Street
New York
$313K
BOPW
38
Brandywine Oak Private Wealth
Pennsylvania
$303K
USCWA
39
U.S. Capital Wealth Advisors
Texas
$288K
ICMP
40
Integrated Capital Management (Pennsylvania)
Pennsylvania
$257K
GJWM
41
Gilliland Jeter Wealth Management
Arkansas
$245K
ACM
42
Arlington Capital Management
Illinois
$242K
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$237K
Osaic Holdings
44
Osaic Holdings
Arizona
$232K
AAP
45
Arax Advisory Partners
Colorado
$229K
CFGSD
46
Compass Financial Group (South Dakota)
South Dakota
$212K
NW
47
NewEdge Wealth
Pennsylvania
$202K
CWP
48
Cyndeo Wealth Partners
Florida
$200K
MYIA
49
Mount Yale Investment Advisors
Colorado
$184K
AC
50
AlphaCore Capital
California
$167K