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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

38 hedge funds and large institutions have $77.6M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

4% more capital invested

Capital invested by funds: $74.4M → $77.6M (+$3.23M)

0.32% more ownership

Funds ownership: 13.72% → 14.04% (+0.32%)

3% less funds holding

Funds holding: 39 → 38 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$1.07M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$559K
3
AAM
Advisors Asset Management
Colorado
+$495K
4
UBS Group
UBS Group
Switzerland
+$372K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$369K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$693K
2
Bank of America
Bank of America
North Carolina
-$289K
3
SI
Stephens Inc
Arkansas
-$244K
4
AI
ArchPoint Investors
Florida
-$208K
5
Morgan Stanley
Morgan Stanley
New York
-$167K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$268K +$267K +13,330 New
US Bancorp
27
US Bancorp
Minnesota
$251K – – –
SPIA
28
Steward Partners Investment Advisory
New York
$244K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$238K -$19.9K -991 -8%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$173K – – –
SMG
31
Spectrum Management Group
Indiana
$153K +$152K +7,600 New
IWM
32
IHT Wealth Management
Illinois
$120K +$120K +5,990 New
AI
33
ArchPoint Investors
Florida
$49K -$208K -10,360 -81%
AIM
34
Advantage Investment Management
Iowa
$36K – – –
BRC
35
Bell Rock Capital
Delaware
$20K – – –
MWM
36
Mascoma Wealth Management
New Hampshire
$20K – – –
SEI Investments
37
SEI Investments
Pennsylvania
$13K – – –
NFG
38
Next Financial Group
Texas
$9K -$14.4K -720 -62%
SI
39
Stephens Inc
Arkansas
– -$244K -12,406 Closed
SG Americas Securities
40
SG Americas Securities
New York
– -$156K -7,919 Closed
NA
41
NewEdge Advisors
Louisiana
– -$124K -6,250 Closed
BlackRock
42
BlackRock
New York
– -$4K -212 Closed
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