MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

48 hedge funds and large institutions have $105M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
48
Holders Change
+8
Holders Change %
+20%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCA
1
Transcend Capital Advisors
New Jersey
$3.83M
2
KAS
2
Kestra Advisory Services
Texas
$2.72M
3
C
3
Certuity
Florida
$420K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.1M
2
SFWA
2
Summit Financial Wealth Advisors
Louisiana
$1.11M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.24M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$22K
5
RJA
5
Raymond James & Associates
Florida
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$560K 25,700 – –
PGWM
27
Parisi Gray Wealth Management
New Jersey
$466K 21,389 +4,033 +23%
First Trust Advisors
28
First Trust Advisors
Illinois
$465K 21,355 +1,236 +6%
GSWM
29
Golden State Wealth Management
California
$463K 21,263 +248 +1%
C
30
Certuity
Florida
$420K 19,282 +19,282 New
SPIA
31
Steward Partners Investment Advisory
New York
$405K 18,600 +1,400 +8%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$364K 16,725 +2,179 +15%
SFG
33
Sovereign Financial Group
Connecticut
$279K 12,821 +12,821 New
WP
34
WealthShield Partners
North Carolina
$278K 12,776 +37 +0.3%
SCA
35
Snowden Capital Advisors
New York
$263K 12,090 +132 +1%
KPWS
36
Kestra Private Wealth Services
Texas
$233K 10,666 +78 +0.7%
QCIG
37
Quad-Cities Investment Group
Iowa
$231K 10,617 +125 +1%
PMFA
38
Plante Moran Financial Advisors
Michigan
$213K 9,797 +121 +1%
AWG
39
Altus Wealth Group
Colorado
$135K 6,180 +6,180 New
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$123K 5,650 +5,650 New
IAIM
41
International Assets Investment Management
Florida
$116K 5,328 +5,328 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$97K 4,489 +4,489 New
SSC
43
Syverson Strege & Co
Iowa
$52K 2,399 +2,399 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$22K 1,000 -5,866 -85%
Citigroup
45
Citigroup
New York
$20K 900 – –
LWP
46
Laurel Wealth Planning
Minnesota
$19K 853 +853 New
PA
47
Parallel Advisors
California
$2K 97 +97 New
PAM
48
Panagora Asset Management
Massachusetts
$1K 46 -222 -83%
AWM
49
Adams Wealth Management
Utah
– – -1,060 Closed
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
– – -500 Closed
1
2
3