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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

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.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

10% more funds holding

Funds holding: 4145 (+4)

5% more capital invested

Capital invested by funds: $73.3M → $76.8M (+$3.46M)

0.18% more ownership

Funds ownership: 14.14%14.32% (+0.18%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

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
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
26
Raymond James Trust
Florida
$274K +$272K +14,135 New
LFS
27
Legacy Financial Strategies
Kansas
$255K +$252K +13,130 New
QCIG
28
Quad-Cities Investment Group
Iowa
$254K +$3.29K +171 +1%
SPIA
29
Steward Partners Investment Advisory
New York
$237K
US Bancorp
30
US Bancorp
Minnesota
$236K -$6.34K -330 -3%
Stifel Financial
31
Stifel Financial
Missouri
$208K -$487K -25,352 -70%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$208K +$206K +10,714 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$206K -$35.7K -1,856 -15%
BF
34
BOK Financial
Oklahoma
$194K
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$188K +$154K +8,029 +482%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$187K +$11.3K +590 +7%
Citigroup
37
Citigroup
New York
$144K +$9.61K +500 +7%
AI
38
ArchPoint Investors
Florida
$48K
AIM
39
Advantage Investment Management
Iowa
$35K
BRC
40
Bell Rock Capital
Delaware
$19K
MWM
41
Mascoma Wealth Management
New Hampshire
$19K
AG
42
Advisor Group
Arizona
$19K +$19.2K +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