MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

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.

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.2M
2
RJA
2
Raymond James & Associates
Florida
$9.42M
3
Stifel Financial
3
Stifel Financial
Missouri
$682K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$846K
5
LCM
5
Laurion Capital Management
New York
$350K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$4.04M
2
TPWA
2
TRUE Private Wealth Advisors
Oregon
$0
3
Bank of America
3
Bank of America
North Carolina
$15.1M
4
CA
4
Cetera Advisors
Colorado
$0
5
GC
5
Guggenheim Capital
Illinois
$4.06M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$235K 12,500 – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$234K 12,463 +43 +0.3%
SPIA
28
Steward Partners Investment Advisory
New York
$229K 12,200 – –
BF
29
BOK Financial
Oklahoma
$188K 10,000 – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$170K 9,060 +410 +5%
Citigroup
31
Citigroup
New York
$131K 6,935 -6,725 -49%
IWM
32
IHT Wealth Management
Illinois
$90K 4,790 – –
MOS
33
MGO One Seven
Ohio
$88K 4,660 -340 -7%
AI
34
ArchPoint Investors
Florida
$46K 2,460 – –
AIM
35
Advantage Investment Management
Iowa
$34K 1,800 – –
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$31K 1,666 +1,666 New
BRC
37
Bell Rock Capital
Delaware
$19K 1,000 – –
MWM
38
Mascoma Wealth Management
New Hampshire
$19K 1,000 – –
AC
39
Avestar Capital
New York
$15K 828 -4,300 -84%
SEI Investments
40
SEI Investments
Pennsylvania
$13K 667 – –
SWM
41
SeaCrest Wealth Management
New York
$7K 376 – –
TPWA
42
TRUE Private Wealth Advisors
Oregon
– – -19,900 Closed
CA
43
Cetera Advisors
Colorado
– – -15,737 Closed
VCM
44
Versant Capital Management
Arizona
– – -1,726 Closed
APA
45
American Portfolios Advisors
New York
– – -1,250 Closed
PCG
46
Private Capital Group
Connecticut
– – -40 Closed
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