MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

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.

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.94%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.5M
2
Wells Fargo
2
Wells Fargo
California
$6.08M
3
PMG
3
ProVise Management Group
Florida
$658K
4
CAN
4
Cetera Advisor Networks
California
$304K
5
SFWA
5
Summit Financial Wealth Advisors
Louisiana
$1.14M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.19M
2
Invesco
2
Invesco
Georgia
$2.12M
3
Bank of America
3
Bank of America
North Carolina
$19.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.28M
5
AAM
5
Advisors Asset Management
Colorado
$539K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$398K 19,073 -100 -0.5%
AG
27
Advisor Group
Arizona
$381K 18,252 +2,553 +16%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$345K 16,568 +96 +0.6%
SPIA
29
Steward Partners Investment Advisory
New York
$309K 14,802 +797 +6%
CAN
30
Cetera Advisor Networks
California
$304K 14,512 +14,512 New
BTS
31
BB&T Securities
Virginia
$258K 12,376 -212 -2%
SCA
32
Snowden Capital Advisors
New York
$257K 12,300 +127 +1%
US Bancorp
33
US Bancorp
Minnesota
$240K 11,480 -100 -0.9%
QCIG
34
Quad-Cities Investment Group
Iowa
$210K 10,034 -979 -9%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$139K 6,650 – –
FANJ
36
Financial Architects (New Jersey)
New Jersey
$94K 4,524 +56 +1%
AI
37
ArchPoint Investors
Florida
$51K 2,460 – –
Citigroup
38
Citigroup
New York
$50K 2,375 +200 +9%
AIM
39
Advantage Investment Management
Iowa
$38K 1,800 – –
BRC
40
Bell Rock Capital
Delaware
$20K 1,000 – –
AC
41
Avestar Capital
New York
$17K 828 – –
BFEC
42
Benjamin F. Edwards & Company
Missouri
$12K 594 – –
M
43
MOTCO
Texas
$8K 370 +370 New
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
– – -10,000 Closed
BF
45
BOK Financial
Oklahoma
– – -10,000 Closed
AIC
46
Ameritas Investment Company
Nebraska
– – -3,250 Closed
MWM
47
Mascoma Wealth Management
New Hampshire
– – -1,000 Closed
Fidelity Investments
48
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
1
2