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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

57 hedge funds and large institutions have $94.2M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

19% more funds holding

Funds holding: 4857 (+9)

2.34% more ownership

Funds ownership: 19.35%21.69% (+2.3%)

3% less capital invested

Capital invested by funds: $97.6M → $94.2M (-$3.4M)

Holders
57
Holders Change
+9
Holders Change %
+18.75%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
26
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
26
Walter & Keenan Wealth Management
Indiana
$583K +$11.4K +633 +2%
CAN
27
Cetera Advisor Networks
California
$530K +$285K +15,789 +86%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$505K -$16.1K -890 -3%
Ameriprise
29
Ameriprise
Minnesota
$479K -$113K -6,238 -17%
PWS
30
Private Wealth Strategies
Ohio
$456K +$7.67K +425 +1%
GVAG
31
Great Valley Advisor Group
Delaware
$396K +$37K +2,050 +9%
Invesco
32
Invesco
Georgia
$364K +$12.1K +671 +3%
AA
33
AlphaCentric Advisors
Puerto Rico
$351K +$406K +22,500 New
NA
34
NewEdge Advisors
Louisiana
$343K -$127K -7,031 -24%
NW
35
NewEdge Wealth
Pennsylvania
$295K +$343K +18,966 New
NLP
36
Next Level Private
New York
$279K +$316K +17,500 New
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$267K -$294K -16,300 -49%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$263K -$824K -45,630 -73%
SCA
39
Snowden Capital Advisors
New York
$239K +$43.5K +2,406 +19%
KPWS
40
Kestra Private Wealth Services
Texas
$223K +$3.47K +192 +1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$180K +$208K +11,523 New
DLG
42
Daniel L. Goodwin
$180K +$209K +11,560 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$168K -$71.6K -3,967 -27%
RIG
44
Ramiah Investment Group
Wisconsin
$162K +$187K +10,370 New
QCIG
45
Quad-Cities Investment Group
Iowa
$160K +$2.69K +149 +1%
WAM
46
Wolverine Asset Management
Illinois
$101K +$118K +6,543 New
SSC
47
Syverson Strege & Co
Iowa
$98K
PA
48
Parallel Advisors
California
$76K +$6.27K +347 +8%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$74K +$68.1K +3,770 +377%
IA
50
IFP Advisors
Florida
$68K +$62.7K +3,472 New