MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

56 hedge funds and large institutions have $94M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
XF
1
XML Financial
Maryland
$4.84M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.1M
3
Bank of America
3
Bank of America
North Carolina
$14.8M
4
GC
4
Guggenheim Capital
Illinois
$4.58M
5
WWM
5
Western Wealth Management
Colorado
$824K

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$0
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$263K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.24M
4
UBS Group
4
UBS Group
Switzerland
$3.36M
5
BOPW
5
Brandywine Oak Private Wealth
Pennsylvania
$267K
Name Market Value Shares Shares
Change 		Shares
Change %
WKWM
26
Walter & Keenan Wealth Management
Indiana
$583K 37,400 +633 +2%
CAN
27
Cetera Advisor Networks
California
$530K 34,049 +15,789 +86%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$505K 32,384 -890 -3%
Ameriprise
29
Ameriprise
Minnesota
$479K 30,709 -6,238 -17%
PWS
30
Private Wealth Strategies
Ohio
$456K 29,280 +425 +1%
GVAG
31
Great Valley Advisor Group
Delaware
$396K 25,429 +2,050 +9%
Invesco
32
Invesco
Georgia
$364K 23,346 +671 +3%
AA
33
AlphaCentric Advisors
Puerto Rico
$351K 22,500 +22,500 New
NA
34
NewEdge Advisors
Louisiana
$343K 22,000 -7,031 -24%
NW
35
NewEdge Wealth
Pennsylvania
$295K 18,966 +18,966 New
NLP
36
Next Level Private
New York
$279K 17,500 +17,500 New
BOPW
37
Brandywine Oak Private Wealth
Pennsylvania
$267K 17,150 -16,300 -49%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$263K 16,890 -45,630 -73%
SCA
39
Snowden Capital Advisors
New York
$239K 15,344 +2,406 +19%
KPWS
40
Kestra Private Wealth Services
Texas
$223K 14,286 +192 +1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$180K 11,523 +11,523 New
DLG
42
Daniel L. Goodwin
$180K 11,560 +11,560 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$168K 10,783 -3,967 -27%
QCIG
44
Quad-Cities Investment Group
Iowa
$160K 10,256 +149 +1%
WAM
45
Wolverine Asset Management
Illinois
$101K 6,543 +6,543 New
SSC
46
Syverson Strege & Co
Iowa
$98K 6,283 – –
PA
47
Parallel Advisors
California
$76K 4,863 +347 +8%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$74K 4,770 +3,770 +377%
IA
49
IFP Advisors
Florida
$68K 3,472 +3,472 New
RCM
50
Robinson Capital Management
Michigan
$66K 4,225 +4,225 New
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2
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