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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

46 hedge funds and large institutions have $86.2M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 4546 (+1)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

4% more capital invested

Capital invested by funds: $82.7M → $86.2M (+$3.48M)

0.02% more ownership

Funds ownership: 15.37%15.39% (+0.02%)

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
26
Legacy Financial Strategies
Kansas
$317K -$11.3K -567 -4%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$296K -$4.93K -248 -2%
SPIA
28
Steward Partners Investment Advisory
New York
$284K +$6.06K +305 +2%
PMG
29
ProVise Management Group
Florida
$257K +$251K +12,625 New
BTS
30
BB&T Securities
Virginia
$255K -$43.5K -2,188 -15%
SCA
31
Snowden Capital Advisors
New York
$247K +$2.56K +129 +1%
US Bancorp
32
US Bancorp
Minnesota
$235K -$11.7K -590 -5%
QCIG
33
Quad-Cities Investment Group
Iowa
$224K -$12.7K -637 -5%
BF
34
BOK Financial
Oklahoma
$203K
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$203K +$199K +10,000 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$135K
FANJ
37
Financial Architects (New Jersey)
New Jersey
$91K +$88.8K +4,468 New
AIC
38
Ameritas Investment Company
Nebraska
$66K +$64.6K +3,250 New
AI
39
ArchPoint Investors
Florida
$50K
Citigroup
40
Citigroup
New York
$44K -$24.8K -1,250 -36%
AIM
41
Advantage Investment Management
Iowa
$37K
BRC
42
Bell Rock Capital
Delaware
$20K
MWM
43
Mascoma Wealth Management
New Hampshire
$20K
AC
44
Avestar Capital
New York
$16K
BFEC
45
Benjamin F. Edwards & Company
Missouri
$12K
RIA
46
Regal Investment Advisors
Michigan
-$633K -32,436 Closed
WAM
47
Weiss Asset Management
Massachusetts
-$264K -13,508 Closed
TJHA
48
Thomas J. Herzfeld Advisors
Florida
-$75K -3,863 Closed
MOS
49
MGO One Seven
Ohio
-$37K -1,901 Closed
SWM
50
SeaCrest Wealth Management
New York
-$7K -376 Closed