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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

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.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

20% more funds holding

Funds holding: 4048 (+8)

13% more capital invested

Capital invested by funds: $92.7M → $105M (+$11.8M)

1.18% more ownership

Funds ownership: 16.22%17.4% (+1.2%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$560K
PGWM
27
Parisi Gray Wealth Management
New Jersey
$466K +$85.6K +4,033 +23%
First Trust Advisors
28
First Trust Advisors
Illinois
$465K +$26.2K +1,236 +6%
GSWM
29
Golden State Wealth Management
California
$463K +$5.26K +248 +1%
C
30
Certuity
Florida
$420K +$409K +19,282 New
SPIA
31
Steward Partners Investment Advisory
New York
$405K +$29.7K +1,400 +8%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$364K +$46.2K +2,179 +15%
SFG
33
Sovereign Financial Group
Connecticut
$279K +$272K +12,821 New
WP
34
WealthShield Partners
North Carolina
$278K +$785 +37 +0.3%
SCA
35
Snowden Capital Advisors
New York
$263K +$2.8K +132 +1%
KPWS
36
Kestra Private Wealth Services
Texas
$233K +$1.66K +78 +0.7%
QCIG
37
Quad-Cities Investment Group
Iowa
$231K +$2.65K +125 +1%
PMFA
38
Plante Moran Financial Advisors
Michigan
$213K +$2.57K +121 +1%
AWG
39
Altus Wealth Group
Colorado
$135K +$131K +6,180 New
JP Morgan Chase
40
JP Morgan Chase
New York
$123K +$120K +5,650 New
IAIM
41
International Assets Investment Management
Florida
$116K +$113K +5,328 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$97K +$95.3K +4,489 New
SSC
43
Syverson Strege & Co
Iowa
$52K +$50.9K +2,399 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$22K -$124K -5,866 -85%
Citigroup
45
Citigroup
New York
$20K
LWP
46
Laurel Wealth Planning
Minnesota
$19K +$18.1K +853 New
PA
47
Parallel Advisors
California
$2K +$2.06K +97 New
PAM
48
Panagora Asset Management
Massachusetts
$1K -$4.71K -222 -83%
AWM
49
Adams Wealth Management
Utah
-$22K -1,060 Closed
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
-$10K -500 Closed