MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

45 hedge funds and large institutions have $76.8M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.93M
4
CWM
4
Cornerstone Wealth Management
Missouri
$504K
5
CA
5
Cetera Advisors
Colorado
$449K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.48M
2
GC
2
Guggenheim Capital
Illinois
$2.8M
3
Stifel Financial
3
Stifel Financial
Missouri
$208K
4
LCM
4
Laurion Capital Management
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
26
Raymond James Trust
Florida
$274K +$274K +14,135 New
LFS
27
Legacy Financial Strategies
Kansas
$255K +$255K +13,130 New
QCIG
28
Quad-Cities Investment Group
Iowa
$254K +$3.32K +171 +1%
SPIA
29
Steward Partners Investment Advisory
New York
$237K – – –
US Bancorp
30
US Bancorp
Minnesota
$236K -$6.4K -330 -3%
Stifel Financial
31
Stifel Financial
Missouri
$208K -$485K -25,352 -70%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$208K +$208K +10,714 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$206K -$36K -1,856 -15%
BF
34
BOK Financial
Oklahoma
$194K – – –
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$188K +$156K +8,029 +482%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$187K +$11.4K +590 +7%
Citigroup
37
Citigroup
New York
$144K +$9.68K +500 +7%
AI
38
ArchPoint Investors
Florida
$48K – – –
AIM
39
Advantage Investment Management
Iowa
$35K – – –
MWM
40
Mascoma Wealth Management
New Hampshire
$19K – – –
BRC
41
Bell Rock Capital
Delaware
$19K – – –
AG
42
Advisor Group
Arizona
$19K +$19K +1,000 New
AC
43
Avestar Capital
New York
$16K – – –
SEI Investments
44
SEI Investments
Pennsylvania
$13K – – –
SWM
45
SeaCrest Wealth Management
New York
$7K – – –
LCM
46
Laurion Capital Management
New York
– -$350K -18,574 Closed
IWM
47
IHT Wealth Management
Illinois
– -$90K -4,790 Closed
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