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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

5% more funds holding

Funds holding: 4345 (+2)

4% more capital invested

Capital invested by funds: $79.8M → $82.7M (+$2.88M)

0.62% more ownership

Funds ownership: 14.75%15.37% (+0.62%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
26
BB&T Securities
Virginia
$288K -$9.91K -510 -3%
SPIA
27
Steward Partners Investment Advisory
New York
$267K +$29.1K +1,500 +12%
WAM
28
Weiss Asset Management
Massachusetts
$264K +$262K +13,508 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$251K +$15.8K +811 +7%
US Bancorp
30
US Bancorp
Minnesota
$238K
SCA
31
Snowden Capital Advisors
New York
$235K +$234K +12,044 New
QCIG
32
Quad-Cities Investment Group
Iowa
$227K -$31.2K -1,606 -12%
AG
33
Advisor Group
Arizona
$213K +$193K +9,923 +992%
BF
34
BOK Financial
Oklahoma
$195K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$130K
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$75K -$11.7K -600 -13%
Citigroup
37
Citigroup
New York
$67K -$68.2K -3,510 -51%
AI
38
ArchPoint Investors
Florida
$48K
MOS
39
MGO One Seven
Ohio
$37K +$36.9K +1,901 New
AIM
40
Advantage Investment Management
Iowa
$35K
MWM
41
Mascoma Wealth Management
New Hampshire
$20K
BRC
42
Bell Rock Capital
Delaware
$19K
AC
43
Avestar Capital
New York
$16K
BFEC
44
Benjamin F. Edwards & Company
Missouri
$12K +$11.5K +594 New
SWM
45
SeaCrest Wealth Management
New York
$7K
DDPIC
46
Deroy & Devereaux Private Investment Counsel
Michigan
-$275K -14,005 Closed
RJT
47
Raymond James Trust
Florida
-$225K -11,435 Closed