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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

50 hedge funds and large institutions have $114M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

0% more funds holding

Funds holding: 5050 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.63% less ownership

Funds ownership: 18.99%18.36% (-0.63%)

2% less capital invested

Capital invested by funds: $116M → $114M (-$2.45M)

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$552K +$38.9K +1,737 +8%
Invesco
27
Invesco
Georgia
$525K -$121K -5,416 -19%
PGWM
28
Parisi Gray Wealth Management
New Jersey
$518K +$21.1K +941 +4%
GSWM
29
Golden State Wealth Management
California
$486K +$5.42K +242 +1%
SPIA
30
Steward Partners Investment Advisory
New York
$416K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$386K +$23.1K +1,034 +6%
SFG
32
Sovereign Financial Group
Connecticut
$331K
KPWS
33
Kestra Private Wealth Services
Texas
$300K +$58.7K +2,623 +24%
SCA
34
Snowden Capital Advisors
New York
$276K +$2.86K +128 +1%
Truist Financial
35
Truist Financial
North Carolina
$253K +$253K +11,304 New
PMFA
36
Plante Moran Financial Advisors
Michigan
$224K +$2.66K +119 +1%
QCIG
37
Quad-Cities Investment Group
Iowa
$215K -$25.2K -1,125 -10%
HI
38
Harbour Investments
Wisconsin
$110K +$4.41K +197 +4%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$102K +$1.16K +52 +1%
BlackRock
40
BlackRock
New York
$67K +$67.1K +3,000 New
US Bancorp
41
US Bancorp
Minnesota
$65K
SSC
42
Syverson Strege & Co
Iowa
$54K
BFEC
43
Benjamin F. Edwards & Company
Missouri
$41K -$1.28M -57,037 -97%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$22K
LWP
45
Laurel Wealth Planning
Minnesota
$19K
CP
46
Castleview Partners
Texas
$14K +$14.2K +635 New
Citigroup
47
Citigroup
New York
$9K -$11.2K -500 -56%
WAM
48
Wolverine Asset Management
Illinois
$4K +$4.16K +186 New
PA
49
Parallel Advisors
California
$2K
TCA
50
Transcend Capital Advisors
New Jersey
-$3.92M -176,753 Closed