We are live on ! Find out more
MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

42 hedge funds and large institutions have $87.1M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

0.15% less ownership

Funds ownership: 15.21%15.05% (-0.15%)

0% less capital invested

Capital invested by funds: $87.5M → $87.1M (-$367K)

2% less funds holding

Funds holding: 4342 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
20
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
26
Ballentine Partners
Massachusetts
$413K +$410K +19,673 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$411K -$13.7K -659 -3%
SPIA
28
Steward Partners Investment Advisory
New York
$379K +$68.5K +3,286 +22%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$349K +$2K +96 +0.6%
CAN
30
Cetera Advisor Networks
California
$304K
SCA
31
Snowden Capital Advisors
New York
$261K +$2.63K +126 +1%
BTS
32
BB&T Securities
Virginia
$259K
US Bancorp
33
US Bancorp
Minnesota
$241K
QCIG
34
Quad-Cities Investment Group
Iowa
$240K +$28.4K +1,363 +14%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$195K +$54.7K +2,625 +39%
AIC
36
Ameritas Investment Company
Nebraska
$68K +$67.7K +3,250 New
AI
37
ArchPoint Investors
Florida
$52K
Citigroup
38
Citigroup
New York
$50K
BFEC
39
Benjamin F. Edwards & Company
Missouri
$39K +$26.1K +1,250 +210%
AIM
40
Advantage Investment Management
Iowa
$38K
BRC
41
Bell Rock Capital
Delaware
$20K
PAM
42
Panagora Asset Management
Massachusetts
$13K +$12.6K +603 New
AAM
43
Advisors Asset Management
Colorado
-$539K -25,829 Closed
FANJ
44
Financial Architects (New Jersey)
New Jersey
-$94K -4,524 Closed
AC
45
Avestar Capital
New York
-$17K -828 Closed
M
46
MOTCO
Texas
-$8K -370 Closed