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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

41 hedge funds and large institutions have $80.2M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0.06% more ownership

Funds ownership: 15.05%15.12% (+0.06%)

0% more funds holding

Funds holding: 4141 (0)

8% less capital invested

Capital invested by funds: $87.4M → $80.2M (-$7.23M)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$330K -$18.7K -893 -5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$292K -$32.2K -1,539 -9%
Truist Financial
28
Truist Financial
North Carolina
$279K +$33.7K +1,607 +12%
Invesco
29
Invesco
Georgia
$258K -$461K -22,019 -62%
SCA
30
Snowden Capital Advisors
New York
$244K +$2.75K +131 +1%
QCIG
31
Quad-Cities Investment Group
Iowa
$225K +$3.96K +189 +2%
1W
32
1776 Wealth
Georgia
$208K +$109K +5,200 +100%
PA
33
Parallel Advisors
California
$166K +$181K +8,641 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$128K +$21K +1,000 +18%
AIC
35
Ameritas Investment Company
Nebraska
$60K +$68.1K +3,250 New
EWM
36
EPG Wealth Management
Georgia
$44K +$48K +2,290 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$39K +$1.05K +50 +3%
CIM
38
Contravisory Investment Management
Massachusetts
$25K +$27.5K +1,314 New
Citigroup
39
Citigroup
New York
$17K -$21K -1,000 -53%
PAM
40
Panagora Asset Management
Massachusetts
$5K -$2.49K -119 -31%
RJFSA
41
Raymond James Financial Services Advisors
Florida
-$4.3M -204,730 Closed
BP
42
Ballentine Partners
Massachusetts
-$458K -21,802 Closed
SXL
43
Summit X LLC
Missouri
-$200K -9,500 Closed
US Bancorp
44
US Bancorp
Minnesota
-$73K -3,480 Closed
AI
45
ArchPoint Investors
Florida
-$52K -2,460 Closed
BRC
46
Bell Rock Capital
Delaware
-$21K -1,000 Closed
BlackRock
47
BlackRock
New York
+$42 +2 New