We are live on ! Find out more
MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

43 hedge funds and large institutions have $79.8M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

4% more capital invested

Capital invested by funds: $76.8M → $79.8M (+$2.99M)

0.42% more ownership

Funds ownership: 14.32%14.75% (+0.42%)

4% less funds holding

Funds holding: 4543 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
18
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
26
Legacy Financial Strategies
Kansas
$283K +$29.4K +1,493 +11%
DDPIC
27
Deroy & Devereaux Private Investment Counsel
Michigan
$275K +$275K +14,005 New
QCIG
28
Quad-Cities Investment Group
Iowa
$259K +$3.19K +162 +1%
SPIA
29
Steward Partners Investment Advisory
New York
$240K
US Bancorp
30
US Bancorp
Minnesota
$239K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$236K +$28.4K +1,445 +14%
RJT
32
Raymond James Trust
Florida
$225K -$53.1K -2,700 -19%
BF
33
BOK Financial
Oklahoma
$196K
Citigroup
34
Citigroup
New York
$136K -$9.83K -500 -7%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$131K -$59K -3,000 -31%
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$88K -$103K -5,232 -54%
AI
37
ArchPoint Investors
Florida
$48K
AIM
38
Advantage Investment Management
Iowa
$35K
AG
39
Advisor Group
Arizona
$20K
BRC
40
Bell Rock Capital
Delaware
$20K
MWM
41
Mascoma Wealth Management
New Hampshire
$20K
AC
42
Avestar Capital
New York
$16K
SWM
43
SeaCrest Wealth Management
New York
$7K
HCM
44
Harvest Capital Management
New Hampshire
-$339K -17,500 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$208K -10,714 Closed
CWM
46
Cornerstone Wealth Management
Missouri
-$504K -9,787 Closed
SEI Investments
47
SEI Investments
Pennsylvania
-$13K -667 Closed