MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

58 hedge funds and large institutions have $67.5M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
58
Holders Change
-7
Holders Change %
-10.77%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$4.31M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$7.12M
3
Raymond James Financial
3
Raymond James Financial
Florida
$7.42M
4
WA
4
Whipplewood Advisors
Colorado
$716K
5
GEM
5
Global Endowment Management
North Carolina
$444K

Top Sellers

1
RAM
1
Readystate Asset Management
Illinois
$0
2
LSC
2
Logan Stone Capital
Illinois
$189K
3
AAM
3
Advisors Asset Management
Colorado
$0
4
Wells Fargo
4
Wells Fargo
California
$4.05M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$500K 33,807 -700 -2%
SPIA
27
Steward Partners Investment Advisory
New York
$474K 32,029 -134 -0.4%
SXL
28
Summit X LLC
Missouri
$446K 30,161 -8,258 -21%
Cohen & Steers
29
Cohen & Steers
New York
$444K 30,000 – –
GEM
30
Global Endowment Management
North Carolina
$444K 30,000 +30,000 New
Calamos Advisors
31
Calamos Advisors
Illinois
$435K 29,436 +9,636 +49%
RC
32
Rovin Capital
Arizona
$421K 28,455 +11 +0%
CF
33
Centaurus Financial
California
$417K 28,212 +28,212 New
WP
34
WealthPLAN Partners
Nebraska
$411K 27,771 +27,771 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$389K 26,280 -4,692 -15%
Osaic Holdings
36
Osaic Holdings
Arizona
$362K 24,275 +2,765 +13%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$354K 23,909 +23,909 New
EH
38
Equitable Holdings
New York
$352K 23,801 -10,833 -31%
Ameriprise
39
Ameriprise
Minnesota
$347K 23,437 -6,513 -22%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$345K 23,336 – –
ICMP
41
Integrated Capital Management (Pennsylvania)
Pennsylvania
$332K 22,462 +4,327 +24%
BOPW
42
Brandywine Oak Private Wealth
Pennsylvania
$296K 20,000 – –
PL
43
Plancorp LLC
Missouri
$249K 16,807 – –
GJWM
44
Gilliland Jeter Wealth Management
Arkansas
$239K 16,177 -4,375 -21%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$232K 15,686 -338 -2%
USCWA
46
U.S. Capital Wealth Advisors
Texas
$222K 15,000 +15,000 New
CFGSD
47
Compass Financial Group (South Dakota)
South Dakota
$207K 14,014 – –
NW
48
NewEdge Wealth
Pennsylvania
$197K 13,390 – –
LSC
49
Logan Stone Capital
Illinois
$189K 12,802 -54,920 -81%
AC
50
AlphaCore Capital
California
$187K 12,617 – –
1
2
3