MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

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.

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
1
Invesco
Georgia
$3.99M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$857K
3
AAM
3
Advisors Asset Management
Colorado
$5.09M
4
UBS Group
4
UBS Group
Switzerland
$4.29M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.49M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$7.23M
2
Bank of America
2
Bank of America
North Carolina
$18.4M
3
SI
3
Stephens Inc
Arkansas
$0
4
AI
4
ArchPoint Investors
Florida
$49K
5
Morgan Stanley
5
Morgan Stanley
New York
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$268K 13,330 +13,330 New
US Bancorp
27
US Bancorp
Minnesota
$251K 12,500 – –
SPIA
28
Steward Partners Investment Advisory
New York
$244K 12,200 – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$238K 11,882 -991 -8%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$173K 8,650 – –
SMG
31
Spectrum Management Group
Indiana
$153K 7,600 +7,600 New
IWM
32
IHT Wealth Management
Illinois
$120K 5,990 +5,990 New
AI
33
ArchPoint Investors
Florida
$49K 2,460 -10,360 -81%
AIM
34
Advantage Investment Management
Iowa
$36K 1,800 – –
BRC
35
Bell Rock Capital
Delaware
$20K 1,000 – –
MWM
36
Mascoma Wealth Management
New Hampshire
$20K 1,000 – –
SEI Investments
37
SEI Investments
Pennsylvania
$13K 667 – –
NFG
38
Next Financial Group
Texas
$9K 434 -720 -62%
SI
39
Stephens Inc
Arkansas
– – -12,406 Closed
SG Americas Securities
40
SG Americas Securities
New York
– – -7,919 Closed
NA
41
NewEdge Advisors
Louisiana
– – -6,250 Closed
BlackRock
42
BlackRock
New York
– – -212 Closed
1
2