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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

61 hedge funds and large institutions have $94.9M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

7% more funds holding

Funds holding: 5761 (+4)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

1% more capital invested

Capital invested by funds: $94.2M → $94.9M (+$740K)

0.46% less ownership

Funds ownership: 21.69%21.22% (-0.46%)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
24
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$592K +$45K +2,800 +8%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$549K -$1.19M -74,142 -68%
SCA
28
Snowden Capital Advisors
New York
$540K +$294K +18,271 +119%
Ameriprise
29
Ameriprise
Minnesota
$499K -$4.82K -300 -1%
NW
30
NewEdge Wealth
Pennsylvania
$498K +$194K +12,053 +64%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$488K -$31.9K -1,987 -6%
PWS
32
Private Wealth Strategies
Ohio
$478K +$7.46K +464 +2%
WWM
33
Western Wealth Management
Colorado
$443K -$408K -25,345 -48%
GVAG
34
Great Valley Advisor Group
Delaware
$428K +$19.3K +1,200 +5%
AA
35
AlphaCentric Advisors
Puerto Rico
$418K +$56.3K +3,500 +16%
Millennium Management
36
Millennium Management
New York
$403K +$403K +25,069 New
WP
37
Woodline Partners
California
$398K +$399K +24,811 New
DLG
38
Daniel L. Goodwin
$365K +$179K +11,150 +96%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$358K +$87.2K +5,420 +32%
CA
40
Cetera Advisors
Colorado
$327K -$288K -17,890 -47%
NLP
41
Next Level Private
New York
$295K
BOPW
42
Brandywine Oak Private Wealth
Pennsylvania
$267K -$8.04K -500 -3%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$234K +$61.6K +3,833 +36%
VF
44
Virtu Financial
New York
$228K +$228K +14,208 New
CFGSD
45
Compass Financial Group (South Dakota)
South Dakota
$225K +$225K +14,014 New
NA
46
NewEdge Advisors
Louisiana
$225K -$45.5K -2,827 -13%
KPWS
47
Kestra Private Wealth Services
Texas
$219K -$10.3K -638 -4%
PSCM
48
Per Stirling Capital Management
Texas
$212K +$213K +13,224 New
WKWM
49
Walter & Keenan Wealth Management
Indiana
$209K -$392K -24,400 -65%
PWS
50
Paragon Wealth Strategies
Florida
$177K +$177K +10,990 +109,900%