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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

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.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $105M → $116M (+$11.7M)

4% more funds holding

Funds holding: 4850 (+2)

1.59% more ownership

Funds ownership: 17.4%18.99% (+1.6%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
26
Private Wealth Strategies
Ohio
$602K +$6.86K +315 +1%
First Trust Advisors
27
First Trust Advisors
Illinois
$510K +$35.3K +1,620 +8%
PGWM
28
Parisi Gray Wealth Management
New Jersey
$493K +$18.4K +845 +4%
GSWM
29
Golden State Wealth Management
California
$477K +$5.32K +244 +1%
SPIA
30
Steward Partners Investment Advisory
New York
$413K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$360K -$10.1K -462 -3%
SFG
32
Sovereign Financial Group
Connecticut
$331K +$45.6K +2,095 +16%
SCA
33
Snowden Capital Advisors
New York
$271K +$2.85K +131 +1%
KPWS
34
Kestra Private Wealth Services
Texas
$240K +$3.35K +154 +1%
QCIG
35
Quad-Cities Investment Group
Iowa
$238K +$2.72K +125 +1%
KWM
36
Kingsview Wealth Management
Oregon
$236K +$232K +10,645 New
IWA
37
IBEX Wealth Advisors
New Jersey
$225K +$221K +10,152 New
PMFA
38
Plante Moran Financial Advisors
Michigan
$220K +$2.59K +119 +1%
IAIM
39
International Assets Investment Management
Florida
$116K
HI
40
Harbour Investments
Wisconsin
$105K +$103K +4,720 New
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$100K +$1.16K +53 +1%
AIC
42
Ameritas Investment Company
Nebraska
$72.1K +$70.8K +3,250 New
RF
43
Robbins Farley
New Hampshire
$67K +$64.3K +2,950 New
US Bancorp
44
US Bancorp
Minnesota
$65K +$63.7K +2,925 New
SSC
45
Syverson Strege & Co
Iowa
$53K
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$22K
Citigroup
47
Citigroup
New York
$20K
LWP
48
Laurel Wealth Planning
Minnesota
$19K
MWP
49
Meridian Wealth Partners
Pennsylvania
$15K +$14.5K +667 New
PA
50
Parallel Advisors
California
$2K