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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

49 hedge funds and large institutions have $118M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 10

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

1.09% more ownership

Funds ownership: 18.36%19.45% (+1.1%)

4% more capital invested

Capital invested by funds: $114M → $118M (+$4.38M)

2% less funds holding

Funds holding: 5049 (-1)

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
25
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$821K
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$787K +$41.1K +1,826 +5%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$677K +$695K +30,924 New
PWS
29
Private Wealth Strategies
Ohio
$608K +$7.08K +315 +1%
First Trust Advisors
30
First Trust Advisors
Illinois
$479K -$63.6K -2,828 -11%
GSWM
31
Golden State Wealth Management
California
$451K -$26.3K -1,169 -5%
SPIA
32
Steward Partners Investment Advisory
New York
$407K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$379K +$854 +38 +0.2%
SFG
34
Sovereign Financial Group
Connecticut
$373K +$47.4K +2,107 +14%
KPWS
35
Kestra Private Wealth Services
Texas
$298K +$3.24K +144 +1%
SCA
36
Snowden Capital Advisors
New York
$273K +$2.92K +130 +1%
WKWM
37
Walter & Keenan Wealth Management
Indiana
$269K +$277K +12,300 New
RIG
38
Ramiah Investment Group
Wisconsin
$228K +$234K +10,398 New
QCIG
39
Quad-Cities Investment Group
Iowa
$213K +$2.47K +110 +1%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$107K +$6.81K +303 +7%
HI
41
Harbour Investments
Wisconsin
$103K -$4.43K -197 -4%
US Bancorp
42
US Bancorp
Minnesota
$64K
SSC
43
Syverson Strege & Co
Iowa
$53K
BFEC
44
Benjamin F. Edwards & Company
Missouri
$28K -$12K -534 -29%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$22K
LWP
46
Laurel Wealth Planning
Minnesota
$19K
WAM
47
Wolverine Asset Management
Illinois
$10K +$6.81K +303 +163%
Citigroup
48
Citigroup
New York
$9K
PA
49
Parallel Advisors
California
$2K
Invesco
50
Invesco
Georgia
-$525K -23,482 Closed