MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

50 hedge funds and large institutions have $116M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$24M
3
UBS Group
3
UBS Group
Switzerland
$4.33M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.04M
5
CA
5
Cetera Advisors
Colorado
$1.03M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$627K
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
C
3
Certuity
Florida
$0
4
WP
4
WealthShield Partners
North Carolina
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
26
Private Wealth Strategies
Ohio
$602K 27,135 +315 +1%
First Trust Advisors
27
First Trust Advisors
Illinois
$510K 22,975 +1,620 +8%
PGWM
28
Parisi Gray Wealth Management
New Jersey
$493K 22,234 +845 +4%
GSWM
29
Golden State Wealth Management
California
$477K 21,507 +244 +1%
SPIA
30
Steward Partners Investment Advisory
New York
$413K 18,600 – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$360K 16,263 -462 -3%
SFG
32
Sovereign Financial Group
Connecticut
$331K 14,916 +2,095 +16%
SCA
33
Snowden Capital Advisors
New York
$271K 12,221 +131 +1%
KPWS
34
Kestra Private Wealth Services
Texas
$240K 10,820 +154 +1%
QCIG
35
Quad-Cities Investment Group
Iowa
$238K 10,742 +125 +1%
KWM
36
Kingsview Wealth Management
Oregon
$236K 10,645 +10,645 New
IWA
37
IBEX Wealth Advisors
New Jersey
$225K 10,152 +10,152 New
PMFA
38
Plante Moran Financial Advisors
Michigan
$220K 9,916 +119 +1%
IAIM
39
International Assets Investment Management
Florida
$116K 5,328 – –
HI
40
Harbour Investments
Wisconsin
$105K 4,720 +4,720 New
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$100K 4,542 +53 +1%
AIC
42
Ameritas Investment Company
Nebraska
$72.1K 3,250 +3,250 New
RF
43
Robbins Farley
New Hampshire
$67K 2,950 +2,950 New
US Bancorp
44
US Bancorp
Minnesota
$65K 2,925 +2,925 New
SSC
45
Syverson Strege & Co
Iowa
$53K 2,399 – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$22K 1,000 – –
Citigroup
47
Citigroup
New York
$20K 900 – –
LWP
48
Laurel Wealth Planning
Minnesota
$19K 853 – –
MWP
49
Meridian Wealth Partners
Pennsylvania
$15K 667 +667 New
PA
50
Parallel Advisors
California
$2K 97 – –
1
2
3