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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

48 hedge funds and large institutions have $97.6M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0.31% less ownership

Funds ownership: 19.66%19.35% (-0.31%)

5% less capital invested

Capital invested by funds: $102M → $97.6M (-$4.86M)

8% less funds holding

Funds holding: 5248 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$622K +$3.61K +202 +0.6%
BOPW
27
Brandywine Oak Private Wealth
Pennsylvania
$606K -$748K -41,800 -56%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$600K -$107K -5,970 -15%
NA
29
NewEdge Advisors
Louisiana
$527K +$519K +29,031 New
PWS
30
Private Wealth Strategies
Ohio
$523K +$7.1K +397 +1%
EH
31
Equitable Holdings
New York
$510K +$89.4K +5,000 +22%
GVAG
32
Great Valley Advisor Group
Delaware
$424K +$35.8K +2,000 +9%
Invesco
33
Invesco
Georgia
$411K +$406K +22,675 New
CAN
34
Cetera Advisor Networks
California
$331K +$327K +18,260 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$267K -$40.6K -2,271 -13%
KPWS
36
Kestra Private Wealth Services
Texas
$256K +$3.29K +184 +1%
SCA
37
Snowden Capital Advisors
New York
$234K +$3K +168 +1%
First Trust Advisors
38
First Trust Advisors
Illinois
$225K -$96.3K -5,382 -30%
PWS
39
Paragon Wealth Strategies
Florida
$218K -$293K -16,370 -58%
PGWM
40
Parisi Gray Wealth Management
New Jersey
$205K +$202K +11,300 New
ASN
41
Advisory Services Network
Georgia
$193K -$157K -8,773 -45%
QCIG
42
Quad-Cities Investment Group
Iowa
$183K +$181K +10,107 New
CA
43
CoreCap Advisors
Michigan
$115K +$114K +6,346 New
SSC
44
Syverson Strege & Co
Iowa
$114K +$24.1K +1,348 +27%
PA
45
Parallel Advisors
California
$82K +$79.1K +4,419 +4,556%
US Bancorp
46
US Bancorp
Minnesota
$53K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$18K
LWP
48
Laurel Wealth Planning
Minnesota
$15K
XF
49
XML Financial
Maryland
-$4.23M -225,808 Closed
NLP
50
Next Level Private
New York
-$916K -48,866 Closed