MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

40 hedge funds and large institutions have $91.2M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
22
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.35M
2
Wells Fargo
2
Wells Fargo
California
$7.99M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$930K
4
Bank of America
4
Bank of America
North Carolina
$18.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.1M

Top Sellers

1
UR
1
USCA RIA
Texas
$829K
2
GC
2
Guggenheim Capital
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.93M
4
RJA
4
Raymond James & Associates
Florida
$12.2M
5
LPL Financial
5
LPL Financial
California
$1.01M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$387K 18,987 +883 +5%
PGWM
27
Parisi Gray Wealth Management
New Jersey
$372K 18,276 +174 +1%
SPIA
28
Steward Partners Investment Advisory
New York
$350K 17,200 – –
WP
29
WealthShield Partners
North Carolina
$332K 16,294 +16,294 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$315K 15,482 +260 +2%
Truist Financial
31
Truist Financial
North Carolina
$269K 13,207 -1,276 -9%
SCA
32
Snowden Capital Advisors
New York
$261K 12,825 +139 +1%
QCIG
33
Quad-Cities Investment Group
Iowa
$211K 10,365 -1,361 -12%
PMFA
34
Plante Moran Financial Advisors
Michigan
$195K 9,556 +9,556 New
PA
35
Parallel Advisors
California
$186K 9,158 +517 +6%
PAG
36
Private Advisor Group
New Jersey
$157K 7,725 +7,725 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$135K 6,650 – –
1W
38
1776 Wealth
Georgia
$105K 5,200 -5,200 -50%
Citigroup
39
Citigroup
New York
$18K 900 – –
PAM
40
Panagora Asset Management
Massachusetts
$5K 268 – –
GC
41
Guggenheim Capital
Illinois
– – -37,758 Closed
AIC
42
Ameritas Investment Company
Nebraska
– – -3,250 Closed
EWM
43
EPG Wealth Management
Georgia
– – -2,290 Closed
CIM
44
Contravisory Investment Management
Massachusetts
– – -1,314 Closed
BlackRock
45
BlackRock
New York
– – -2 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
1
2