MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

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.

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.7M
2
GC
2
Guggenheim Capital
Illinois
$4.11M
3
AAM
3
Advisors Asset Management
Colorado
$2.86M
4
Cohen & Steers
4
Cohen & Steers
New York
$702K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.21M

Top Sellers

1
XF
1
XML Financial
Maryland
$0
2
UBS Group
2
UBS Group
Switzerland
$4.22M
3
NLP
3
Next Level Private
New York
$0
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$606K
5
RJA
5
Raymond James & Associates
Florida
$9.48M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$622K 34,264 +202 +0.6%
BOPW
27
Brandywine Oak Private Wealth
Pennsylvania
$606K 33,450 -41,800 -56%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$600K 33,274 -5,970 -15%
NA
29
NewEdge Advisors
Louisiana
$527K 29,031 +29,031 New
PWS
30
Private Wealth Strategies
Ohio
$523K 28,855 +397 +1%
EH
31
Equitable Holdings
New York
$510K 28,099 +5,000 +22%
GVAG
32
Great Valley Advisor Group
Delaware
$424K 23,379 +2,000 +9%
Invesco
33
Invesco
Georgia
$411K 22,675 +22,675 New
CAN
34
Cetera Advisor Networks
California
$331K 18,260 +18,260 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$267K 14,750 -2,271 -13%
KPWS
36
Kestra Private Wealth Services
Texas
$256K 14,094 +184 +1%
SCA
37
Snowden Capital Advisors
New York
$234K 12,938 +168 +1%
First Trust Advisors
38
First Trust Advisors
Illinois
$225K 12,414 -5,382 -30%
PWS
39
Paragon Wealth Strategies
Florida
$218K 12,004 -16,370 -58%
PGWM
40
Parisi Gray Wealth Management
New Jersey
$205K 11,300 +11,300 New
ASN
41
Advisory Services Network
Georgia
$193K 10,632 -8,773 -45%
QCIG
42
Quad-Cities Investment Group
Iowa
$183K 10,107 +10,107 New
CA
43
CoreCap Advisors
Michigan
$115K 6,346 +6,346 New
SSC
44
Syverson Strege & Co
Iowa
$114K 6,283 +1,348 +27%
PA
45
Parallel Advisors
California
$82K 4,516 +4,419 +4,556%
US Bancorp
46
US Bancorp
Minnesota
$53K 2,925 – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$18K 1,000 – –
LWP
48
Laurel Wealth Planning
Minnesota
$15K 853 – –
XF
49
XML Financial
Maryland
– – -225,808 Closed
NLP
50
Next Level Private
New York
– – -48,866 Closed
1
2
3