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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

33 hedge funds and large institutions have $43.4M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

18% more funds holding

Funds holding: 28 → 33 (+5)

0.43% more ownership

Funds ownership: 8.7% → 9.12% (+0.43%)

11% less capital invested

Capital invested by funds: $48.5M → $43.4M (-$5.17M)

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.35M
2
AAM
Advisors Asset Management
Colorado
+$645K
3
RJA
Raymond James & Associates
Florida
+$509K
4
UBS Group
UBS Group
Switzerland
+$506K
5
SFWA
Summit Financial Wealth Advisors
Louisiana
+$400K

Top Sellers

1
LSA
Liberty Street Advisors
New York
-$1.04M
2
Wells Fargo
Wells Fargo
California
-$617K
3
GC
Guggenheim Capital
Illinois
-$596K
4
Morgan Stanley
Morgan Stanley
New York
-$465K
5
CA
Cetera Advisors
Colorado
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$35K – – –
TRCT
27
Tower Research Capital (TRC)
New York
$33K +$35.2K +1,919 New
AIM
28
Advantage Investment Management
Iowa
$31K – – –
IWMPD
29
Integrated Wealth Management (Palm Desert)
California
$24K – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$17K – – –
DADC
31
D.A. Davidson & Co
Montana
$9K – – –
NFG
32
Next Financial Group
Texas
$7K +$3.67K +200 +85%
BIM
33
BlackRock Investment Management
Delaware
$4K +$3.89K +212 New
LSA
34
Liberty Street Advisors
New York
– -$1.04M -56,208 Closed
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
– -$304K -16,384 Closed
ACM
36
Aviance Capital Management
Florida
– -$238K -12,801 Closed
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