MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

60 hedge funds and large institutions have $67.7M 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, 21 reducing their positions, and 9 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
WS
26
Wedbush Securities
California
$500K
SPIA
27
Steward Partners Investment Advisory
New York
$474K
SXL
28
Summit X LLC
Missouri
$446K
Cohen & Steers
29
Cohen & Steers
New York
$444K
GEM
30
Global Endowment Management
North Carolina
$444K
Calamos Advisors
31
Calamos Advisors
Illinois
$435K
RC
32
Rovin Capital
Arizona
$421K
CF
33
Centaurus Financial
California
$417K
WP
34
WealthPLAN Partners
Nebraska
$411K
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$389K
Osaic Holdings
36
Osaic Holdings
Arizona
$362K
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$354K
EH
38
Equitable Holdings
New York
$352K
Ameriprise
39
Ameriprise
Minnesota
$347K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$345K
ICMP
41
Integrated Capital Management (Pennsylvania)
Pennsylvania
$332K
BOPW
42
Brandywine Oak Private Wealth
Pennsylvania
$296K
PL
43
Plancorp LLC
Missouri
$249K
GJWM
44
Gilliland Jeter Wealth Management
Arkansas
$239K
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$232K
USCWA
46
U.S. Capital Wealth Advisors
Texas
$222K
CFGSD
47
Compass Financial Group (South Dakota)
South Dakota
$207K
SFWA
48
Summit Financial Wealth Advisors
Louisiana
$200K
NW
49
NewEdge Wealth
Pennsylvania
$197K
LSC
50
Logan Stone Capital
Illinois
$189K