MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

52 hedge funds and large institutions have $102M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
25
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
XF
1
XML Financial
Maryland
$4.23M
2
GC
2
Guggenheim Capital
Illinois
$2.48M
3
AAM
3
Advisors Asset Management
Colorado
$1.64M
4
UBS Group
4
UBS Group
Switzerland
$5.96M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$1.1M

Top Sellers

1
CWM
1
Chemistry Wealth Management
New York
$0
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$0
3
Wells Fargo
3
Wells Fargo
California
$3.1M
4
Bank of America
4
Bank of America
North Carolina
$15.7M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
26
U.S. Capital Wealth Advisors
Texas
$716K 38,164 +6,760 +22%
SPIA
27
Steward Partners Investment Advisory
New York
$639K 34,062 +15,462 +83%
Ameriprise
28
Ameriprise
Minnesota
$602K 32,091 -4,866 -13%
WKWM
29
Walter & Keenan Wealth Management
Indiana
$565K 30,139 +2,579 +9%
PWS
30
Private Wealth Strategies
Ohio
$534K 28,458 +368 +1%
PWS
31
Paragon Wealth Strategies
Florida
$532K 28,374 +4,169 +17%
EH
32
Equitable Holdings
New York
$433K 23,099 +23,099 New
GVAG
33
Great Valley Advisor Group
Delaware
$401K 21,379 +5,004 +31%
GSWM
34
Golden State Wealth Management
California
$396K 21,102 +275 +1%
ASN
35
Advisory Services Network
Georgia
$364K 19,405 -19,769 -50%
First Trust Advisors
36
First Trust Advisors
Illinois
$334K 17,796 -3,417 -16%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$319K 17,021 +45 +0.3%
Creative Planning
38
Creative Planning
Kansas
$270K 14,425 +162 +1%
KPWS
39
Kestra Private Wealth Services
Texas
$261K 13,910 +170 +1%
RIG
40
Ramiah Investment Group
Wisconsin
$240K 12,780 +12,780 New
SCA
41
Snowden Capital Advisors
New York
$239K 12,770 +153 +1%
SFG
42
Sovereign Financial Group
Connecticut
$217K 11,567 -4,107 -26%
Comerica Bank
43
Comerica Bank
Texas
$210K 11,894 +11,894 New
SSC
44
Syverson Strege & Co
Iowa
$93K 4,935 +2,536 +106%
US Bancorp
45
US Bancorp
Minnesota
$55K 2,925 – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$24K 1,284 – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$19K 1,000 – –
LWP
48
Laurel Wealth Planning
Minnesota
$16K 853 – –
FAG
49
Fortitude Advisory Group
Washington
$13K 670 – –
TRCT
50
Tower Research Capital (TRC)
New York
$11K 576 +576 New
1
2
3