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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

27 hedge funds and large institutions have $41.3M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

4% more capital invested

Capital invested by funds: $39.7M → $41.3M (+$1.55M)

0.3% more ownership

Funds ownership: 7.15% → 7.46% (+0.3%)

0% more funds holding

Funds holding: 27 → 27 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$983K
2
U
UBS
Switzerland
+$704K
3
SIA
Sit Investment Associates
Minnesota
+$635K
4
GC
Guggenheim Capital
Illinois
+$339K
5
AAM
Advisors Asset Management
Colorado
+$275K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.13M
2
Barclays
Barclays
United Kingdom
-$398K
3
CA
Cetera Advisors
Colorado
-$219K
4
RBC
Ronald Blue & Co
Georgia
-$196K
5
AW
ACG Wealth
Georgia
-$129K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$9K – – –
GSC
27
Ground Swell Capital
South Carolina
$2K +$1.75K +100 New
Barclays
28
Barclays
United Kingdom
– -$398K -23,386 Closed
RBC
29
Ronald Blue & Co
Georgia
– -$196K -11,000 Closed
WAM
30
Wolverine Asset Management
Illinois
– -$41K -2,349 Closed
MWP
31
MYCIO Wealth Partners
Pennsylvania
– -$25K -1,425 Closed
DBT
32
Dubuque Bank & Trust
Iowa
– -$18K -1,000 Closed
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