MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

56 hedge funds and large institutions have $114M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$5.49M
2
Millennium Management
2
Millennium Management
New York
$558K
3
PWS
3
Paragon Wealth Strategies
Florida
$527K
4
VanEck Associates
4
VanEck Associates
New York
$2.42M
5
AAM
5
Advisors Asset Management
Colorado
$380K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$801K
2
KAS
2
Kestra Advisory Services
Texas
$0
3
PGWM
3
Parisi Gray Wealth Management
New Jersey
$262K
4
RJA
4
Raymond James & Associates
Florida
$12.3M
5
Wells Fargo
5
Wells Fargo
California
$4.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$815K 37,399 +1,461 +4%
HWAM
27
Hennion & Walsh Asset Management
New Jersey
$801K 36,775 -328,623 -90%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$684K 31,404 +480 +2%
PWS
29
Private Wealth Strategies
Ohio
$612K 28,090 +331 +1%
WKWM
30
Walter & Keenan Wealth Management
Indiana
$600K 27,560 +15,260 +124%
Millennium Management
31
Millennium Management
New York
$558K 25,600 +25,600 New
PWS
32
Paragon Wealth Strategies
Florida
$527K 24,205 +24,205 New
First Trust Advisors
33
First Trust Advisors
Illinois
$462K 21,213 -671 -3%
GSWM
34
Golden State Wealth Management
California
$454K 20,827 +247 +1%
SPIA
35
Steward Partners Investment Advisory
New York
$405K 18,600 – –
AAM
36
Advisors Asset Management
Colorado
$380K 17,469 +17,469 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$369K 16,976 -359 -2%
GVAG
38
Great Valley Advisor Group
Delaware
$357K 16,375 +16,375 New
SFG
39
Sovereign Financial Group
Connecticut
$341K 15,674 -1,349 -8%
Creative Planning
40
Creative Planning
Kansas
$311K 14,263 +14,263 New
KPWS
41
Kestra Private Wealth Services
Texas
$299K 13,740 +153 +1%
SCA
42
Snowden Capital Advisors
New York
$274K 12,617 +138 +1%
PGWM
43
Parisi Gray Wealth Management
New Jersey
$262K 12,041 -34,836 -74%
QCIG
44
Quad-Cities Investment Group
Iowa
$214K 9,844 +117 +1%
CA
45
CoreCap Advisors
Michigan
$138K 6,346 +6,346 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$107K 4,953 +56 +1%
US Bancorp
47
US Bancorp
Minnesota
$64K 2,925 – –
SSC
48
Syverson Strege & Co
Iowa
$52K 2,399 – –
BlackRock
49
BlackRock
New York
$44K 2,000 +2,000 New
BFEC
50
Benjamin F. Edwards & Company
Missouri
$28K 1,284 – –
1
2
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