MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

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.

Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
0.91%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.3M
2
RJA
2
Raymond James & Associates
Florida
$11.8M
3
UBS Group
3
UBS Group
Switzerland
$2.77M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.04M
5
GSWM
5
Golden State Wealth Management
California
$394K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$348K
3
BP
3
Ballentine Partners
Massachusetts
$0
4
Invesco
4
Invesco
Georgia
$258K
5
VanEck Associates
5
VanEck Associates
New York
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$330K -$17.1K -893 -5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$292K -$29.5K -1,539 -9%
Truist Financial
28
Truist Financial
North Carolina
$279K +$31K +1,607 +12%
Invesco
29
Invesco
Georgia
$258K -$424K -22,019 -62%
SCA
30
Snowden Capital Advisors
New York
$244K +$2.52K +131 +1%
QCIG
31
Quad-Cities Investment Group
Iowa
$225K +$3.63K +189 +2%
1W
32
1776 Wealth
Georgia
$208K +$104K +5,200 +100%
PA
33
Parallel Advisors
California
$166K +$166K +8,641 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$128K +$19.2K +1,000 +18%
AIC
35
Ameritas Investment Company
Nebraska
$60K +$60K +3,250 New
EWM
36
EPG Wealth Management
Georgia
$44K +$44K +2,290 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$39K +$969 +50 +3%
CIM
38
Contravisory Investment Management
Massachusetts
$25K +$25K +1,314 New
Citigroup
39
Citigroup
New York
$17K -$18.9K -1,000 -53%
PAM
40
Panagora Asset Management
Massachusetts
$5K -$2.22K -119 -31%
RJFSA
41
Raymond James Financial Services Advisors
Florida
– -$4.31M -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
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