MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

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.

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
–

Top Buyers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$1.8M
2
GC
2
Guggenheim Capital
Illinois
$938K
3
KWM
3
Kingsview Wealth Management
Oregon
$885K
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$1.46M
5
Morgan Stanley
5
Morgan Stanley
New York
$24.4M

Top Sellers

1
TCA
1
Transcend Capital Advisors
New Jersey
$0
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$41K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.07M
4
Wells Fargo
4
Wells Fargo
California
$8.07M
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$552K 24,712 +1,737 +8%
Invesco
27
Invesco
Georgia
$525K 23,482 -5,416 -19%
PGWM
28
Parisi Gray Wealth Management
New Jersey
$518K 23,175 +941 +4%
GSWM
29
Golden State Wealth Management
California
$486K 21,749 +242 +1%
SPIA
30
Steward Partners Investment Advisory
New York
$416K 18,600 – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$386K 17,297 +1,034 +6%
SFG
32
Sovereign Financial Group
Connecticut
$331K 14,916 – –
KPWS
33
Kestra Private Wealth Services
Texas
$300K 13,443 +2,623 +24%
SCA
34
Snowden Capital Advisors
New York
$276K 12,349 +128 +1%
Truist Financial
35
Truist Financial
North Carolina
$253K 11,304 +11,304 New
PMFA
36
Plante Moran Financial Advisors
Michigan
$224K 10,035 +119 +1%
QCIG
37
Quad-Cities Investment Group
Iowa
$215K 9,617 -1,125 -10%
HI
38
Harbour Investments
Wisconsin
$110K 4,917 +197 +4%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$102K 4,594 +52 +1%
BlackRock
40
BlackRock
New York
$67K 3,000 +3,000 New
US Bancorp
41
US Bancorp
Minnesota
$65K 2,925 – –
SSC
42
Syverson Strege & Co
Iowa
$54K 2,399 – –
BFEC
43
Benjamin F. Edwards & Company
Missouri
$41K 1,818 -57,037 -97%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$22K 1,000 – –
LWP
45
Laurel Wealth Planning
Minnesota
$19K 853 – –
CP
46
Castleview Partners
Texas
$14K 635 +635 New
Citigroup
47
Citigroup
New York
$9K 400 -500 -56%
WAM
48
Wolverine Asset Management
Illinois
$4K 186 +186 New
PA
49
Parallel Advisors
California
$2K 97 – –
TCA
50
Transcend Capital Advisors
New Jersey
– – -176,753 Closed
1
2
3