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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

43 hedge funds and large institutions have $75.3M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

13% more funds holding

Funds holding: 38 → 43 (+5)

0.26% less ownership

Funds ownership: 14.04% → 13.78% (-0.26%)

3% less capital invested

Capital invested by funds: $77.6M → $75.3M (-$2.31M)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$952K
2
UBS Group
UBS Group
Switzerland
+$552K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$529K
4
RJA
Raymond James & Associates
Florida
+$525K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$255K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$2.63M
2
Bank of America
Bank of America
North Carolina
-$1.87M
3
Morgan Stanley
Morgan Stanley
New York
-$690K
4
RIA
Regal Investment Advisors
Michigan
-$471K
5
SMG
Spectrum Management Group
Indiana
-$153K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$248K – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$246K +$10.6K +538 +5%
SPIA
28
Steward Partners Investment Advisory
New York
$241K – – –
BTS
29
BB&T Securities
Virginia
$215K +$215K +10,892 New
BF
30
BOK Financial
Oklahoma
$198K +$197K +10,000 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$171K – – –
AC
32
Avestar Capital
New York
$101K +$101K +5,128 New
MOS
33
MGO One Seven
Ohio
$99K +$98.6K +5,000 New
IWM
34
IHT Wealth Management
Illinois
$96K -$23.7K -1,200 -20%
AI
35
ArchPoint Investors
Florida
$49K – – –
AIM
36
Advantage Investment Management
Iowa
$36K – – –
VCM
37
Versant Capital Management
Arizona
$34K +$34.1K +1,726 New
APA
38
American Portfolios Advisors
New York
$24.8K +$24.7K +1,250 New
BRC
39
Bell Rock Capital
Delaware
$20K – – –
MWM
40
Mascoma Wealth Management
New Hampshire
$19K – – –
SEI Investments
41
SEI Investments
Pennsylvania
$13K – – –
SWM
42
SeaCrest Wealth Management
New York
$7K +$7.42K +376 New
PCG
43
Private Capital Group
Connecticut
$258 +$789 +40 New
RIA
44
Regal Investment Advisors
Michigan
– -$471K -23,447 Closed
SMG
45
Spectrum Management Group
Indiana
– -$153K -7,600 Closed
NFG
46
Next Financial Group
Texas
– -$9K -434 Closed
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