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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

32 hedge funds and large institutions have $55.9M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

0.63% less ownership

Funds ownership: 10.96% → 10.33% (-0.63%)

2% less capital invested

Capital invested by funds: $56.9M → $55.9M (-$962K)

9% less funds holding

Funds holding: 35 → 32 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
12
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$2.33M
2
AAM
Advisors Asset Management
Colorado
+$597K
3
UR
USCA RIA
Texas
+$518K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$513K
5
Morgan Stanley
Morgan Stanley
New York
+$373K

Top Sellers

1
AI
ArchPoint Investors
Florida
-$1.76M
2
Bank of America
Bank of America
North Carolina
-$1.74M
3
RCM
Robinson Capital Management
Michigan
-$1.63M
4
RJA
Raymond James & Associates
Florida
-$1.42M
5
NPC
National Planning Corporation
California
-$913K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
26
Advantage Investment Management
Iowa
$35K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$31K +$30.3K +1,576 +9,850%
IWMPD
28
Integrated Wealth Management (Palm Desert)
California
$28K – – –
NFG
29
Next Financial Group
Texas
$8K – – –
KFA
30
Kelleher Financial Advisors
New York
$5K +$5.44K +283 New
BIM
31
BlackRock Investment Management
Delaware
$4K – – –
TRCT
32
Tower Research Capital (TRC)
New York
$1K -$2.9K -151 -67%
NPC
33
National Planning Corporation
California
– -$913K -47,480 Closed
SG Americas Securities
34
SG Americas Securities
New York
– -$511K -27,112 Closed
Squarepoint
35
Squarepoint
New York
– -$273K -14,500 Closed
BTS
36
BB&T Securities
Virginia
– -$266K -14,150 Closed
TJHA
37
Thomas J. Herzfeld Advisors
Florida
– -$151K -8,032 Closed
RFA
38
Reilly Financial Advisors
California
– -$11K -600 Closed
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