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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

28 hedge funds and large institutions have $48.5M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

1% more capital invested

Capital invested by funds: $48.1M → $48.5M (+$404K)

0.16% less ownership

Funds ownership: 8.85% → 8.7% (-0.16%)

10% less funds holding

Funds holding: 31 → 28 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$1.49M
2
UBS Group
UBS Group
Switzerland
+$866K
3
LSA
Liberty Street Advisors
New York
+$768K
4
DA
Doliver Advisors
Texas
+$456K
5
Comerica Bank
Comerica Bank
Texas
+$297K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.07M
2
SG Americas Securities
SG Americas Securities
New York
-$865K
3
NPC
National Planning Corporation
California
-$695K
4
Wells Fargo
Wells Fargo
California
-$594K
5
AAM
Advisors Asset Management
Colorado
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$19K – – –
DADC
27
D.A. Davidson & Co
Montana
$10K – – –
NFG
28
Next Financial Group
Texas
$4K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
– -$1.07M -58,757 Closed
SG Americas Securities
30
SG Americas Securities
New York
– -$865K -47,631 Closed
NPC
31
National Planning Corporation
California
– -$695K -37,550 Closed
MIG
32
Mariner Investment Group
New York
– -$368K -20,232 Closed
AL
33
Aspiriant LLC
California
– -$286K -15,750 Closed
RJFSA
34
Raymond James Financial Services Advisors
Florida
– -$261K -14,370 Closed
FIMG
35
Financial & Investment Management Group
Michigan
– -$260K -14,300 Closed
TRCT
36
Tower Research Capital (TRC)
New York
– -$4K -200 Closed
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