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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

32 hedge funds and large institutions have $67.9M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

21% more capital invested

Capital invested by funds: $55.9M → $67.9M (+$12M)

1.59% more ownership

Funds ownership: 10.33% → 11.92% (+1.6%)

0% more funds holding

Funds holding: 32 → 32 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
32
Holders Change
–
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$4.28M
2
DA
Doliver Advisors
Texas
+$1.07M
3
AAM
Advisors Asset Management
Colorado
+$1.07M
4
RCM
Robinson Capital Management
Michigan
+$894K
5
Bank of America
Bank of America
North Carolina
+$667K

Top Sellers

1
LPL Financial
LPL Financial
California
-$546K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$361K
3
VKH
Virtu KCG Holdings
New York
-$202K
4
UBS Group
UBS Group
Switzerland
-$157K
5
Citigroup
Citigroup
New York
-$74.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$62K +$13K +650 +28%
AIM
27
Advantage Investment Management
Iowa
$37K – – –
Citigroup
28
Citigroup
New York
$30K -$74.9K -3,736 -72%
IWMPD
29
Integrated Wealth Management (Palm Desert)
California
$29K – – –
SEI Investments
30
SEI Investments
Pennsylvania
$14K +$13.3K +664 New
NFG
31
Next Financial Group
Texas
$8K – – –
BIM
32
BlackRock Investment Management
Delaware
$4K – – –
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
– -$361K -18,372 Closed
VKH
34
Virtu KCG Holdings
New York
– -$202K -10,279 Closed
KFA
35
Kelleher Financial Advisors
New York
– -$5K -283 Closed
TRCT
36
Tower Research Capital (TRC)
New York
– -$1K -73 Closed
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