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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

43 hedge funds and large institutions have $87.5M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

2% more capital invested

Capital invested by funds: $86.2M → $87.5M (+$1.34M)

0.18% less ownership

Funds ownership: 15.39%15.21% (-0.18%)

7% less funds holding

Funds holding: 4643 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
20
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$398K -$2.04K -100 -0.5%
AG
27
Advisor Group
Arizona
$381K +$52.2K +2,553 +16%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$345K +$1.96K +96 +0.6%
SPIA
29
Steward Partners Investment Advisory
New York
$309K +$16.3K +797 +6%
CAN
30
Cetera Advisor Networks
California
$304K +$297K +14,512 New
BTS
31
BB&T Securities
Virginia
$258K -$4.33K -212 -2%
SCA
32
Snowden Capital Advisors
New York
$257K +$2.6K +127 +1%
US Bancorp
33
US Bancorp
Minnesota
$240K -$2.04K -100 -0.9%
QCIG
34
Quad-Cities Investment Group
Iowa
$210K -$20K -979 -9%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$139K
FANJ
36
Financial Architects (New Jersey)
New Jersey
$94K +$1.15K +56 +1%
AI
37
ArchPoint Investors
Florida
$51K
Citigroup
38
Citigroup
New York
$50K +$4.09K +200 +9%
AIM
39
Advantage Investment Management
Iowa
$38K
BRC
40
Bell Rock Capital
Delaware
$20K
AC
41
Avestar Capital
New York
$17K
BFEC
42
Benjamin F. Edwards & Company
Missouri
$12K
M
43
MOTCO
Texas
$8K +$7.57K +370 New
BF
44
BOK Financial
Oklahoma
-$203K -10,000 Closed
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
-$203K -10,000 Closed
AIC
46
Ameritas Investment Company
Nebraska
-$66K -3,250 Closed
MWM
47
Mascoma Wealth Management
New Hampshire
-$20K -1,000 Closed