MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

39 hedge funds and large institutions have $74.4M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$2.86M
2
Bank of America
2
Bank of America
North Carolina
$18.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.45M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.06M

Top Sellers

1
Credit Agricole
1
Credit Agricole
France
$0
2
RCM
2
Robinson Capital Management
Michigan
$0
3
AI
3
ArchPoint Investors
Florida
$252K
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
RJA
5
Raymond James & Associates
Florida
$8.55M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
26
ArchPoint Investors
Florida
$252K 12,820 -28,223 -69%
Citigroup
27
Citigroup
New York
$251K 12,750 – –
US Bancorp
28
US Bancorp
Minnesota
$246K 12,500 – –
SI
29
Stephens Inc
Arkansas
$244K 12,406 +12,406 New
SPIA
30
Steward Partners Investment Advisory
New York
$239K 12,200 – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$170K 8,650 +2,400 +38%
SG Americas Securities
32
SG Americas Securities
New York
$156K 7,919 +2,298 +41%
NA
33
NewEdge Advisors
Louisiana
$124K 6,250 +6,250 New
AIM
34
Advantage Investment Management
Iowa
$35K 1,800 – –
NFG
35
Next Financial Group
Texas
$23K 1,154 +360 +45%
BRC
36
Bell Rock Capital
Delaware
$20K 1,000 – –
MWM
37
Mascoma Wealth Management
New Hampshire
$20K 1,000 +1,000 New
SEI Investments
38
SEI Investments
Pennsylvania
$13K 667 – –
BlackRock
39
BlackRock
New York
$4K 212 – –
Credit Agricole
40
Credit Agricole
France
– – -1,316,828 Closed
RCM
41
Robinson Capital Management
Michigan
– – -77,517 Closed
Stifel Financial
42
Stifel Financial
Missouri
– – -27,267 Closed
AIA
43
Allegis Investment Advisors
Idaho
– – -10,137 Closed
AAP
44
Arax Advisory Partners
Colorado
– – -165 Closed
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