MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

45 hedge funds and large institutions have $82.7M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.6M
2
Bank of America
2
Bank of America
North Carolina
$19.7M
3
Wells Fargo
3
Wells Fargo
California
$4.32M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.62M
5
WAM
5
Weiss Asset Management
Massachusetts
$264K

Top Sellers

1
Invesco
1
Invesco
Georgia
$3.72M
2
AAM
2
Advisors Asset Management
Colorado
$1.33M
3
GC
3
Guggenheim Capital
Illinois
$2.62M
4
DDPIC
4
Deroy & Devereaux Private Investment Counsel
Michigan
$0
5
RJT
5
Raymond James Trust
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$288K 14,776 -510 -3%
SPIA
27
Steward Partners Investment Advisory
New York
$267K 13,700 +1,500 +12%
WAM
28
Weiss Asset Management
Massachusetts
$264K 13,508 +13,508 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$251K 12,863 +811 +7%
US Bancorp
30
US Bancorp
Minnesota
$238K 12,170 – –
SCA
31
Snowden Capital Advisors
New York
$235K 12,044 +12,044 New
QCIG
32
Quad-Cities Investment Group
Iowa
$227K 11,650 -1,606 -12%
AG
33
Advisor Group
Arizona
$213K 10,923 +9,923 +992%
BF
34
BOK Financial
Oklahoma
$195K 10,000 – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$130K 6,650 – –
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$75K 3,863 -600 -13%
Citigroup
37
Citigroup
New York
$67K 3,425 -3,510 -51%
AI
38
ArchPoint Investors
Florida
$48K 2,460 – –
MOS
39
MGO One Seven
Ohio
$37K 1,901 +1,901 New
AIM
40
Advantage Investment Management
Iowa
$35K 1,800 – –
MWM
41
Mascoma Wealth Management
New Hampshire
$20K 1,000 – –
BRC
42
Bell Rock Capital
Delaware
$19K 1,000 – –
AC
43
Avestar Capital
New York
$16K 828 – –
BFEC
44
Benjamin F. Edwards & Company
Missouri
$12K 594 +594 New
SWM
45
SeaCrest Wealth Management
New York
$7K 376 – –
DDPIC
46
Deroy & Devereaux Private Investment Counsel
Michigan
– – -14,005 Closed
RJT
47
Raymond James Trust
Florida
– – -11,435 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
2