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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

41 hedge funds and large institutions have $73.3M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

0.36% more ownership

Funds ownership: 13.78%14.14% (+0.36%)

3% less capital invested

Capital invested by funds: $75.3M → $73.3M (-$1.97M)

5% less funds holding

Funds holding: 4341 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$235K
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$234K +$825 +43 +0.3%
SPIA
28
Steward Partners Investment Advisory
New York
$229K
BF
29
BOK Financial
Oklahoma
$188K
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$170K +$7.87K +410 +5%
Citigroup
31
Citigroup
New York
$131K -$129K -6,725 -49%
IWM
32
IHT Wealth Management
Illinois
$90K
MOS
33
MGO One Seven
Ohio
$88K -$6.53K -340 -7%
AI
34
ArchPoint Investors
Florida
$46K
AIM
35
Advantage Investment Management
Iowa
$34K
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$31K +$32K +1,666 New
BRC
37
Bell Rock Capital
Delaware
$19K
MWM
38
Mascoma Wealth Management
New Hampshire
$19K
AC
39
Avestar Capital
New York
$15K -$82.5K -4,300 -84%
SEI Investments
40
SEI Investments
Pennsylvania
$13K
SWM
41
SeaCrest Wealth Management
New York
$7K
TPWA
42
TRUE Private Wealth Advisors
Oregon
-$394K -19,900 Closed
CA
43
Cetera Advisors
Colorado
-$314K -15,737 Closed
VCM
44
Versant Capital Management
Arizona
-$33.1K -1,726 Closed
APA
45
American Portfolios Advisors
New York
-$24.8K -1,250 Closed
PCG
46
Private Capital Group
Connecticut
-$258 -40 Closed