MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

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 5 closing their positions.

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% 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
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$6.29M
2
AAM
2
Advisors Asset Management
Colorado
$3.91M
3
WAM
3
Weiss Asset Management
Massachusetts
$742K
4
AI
4
ArchPoint Investors
Florida
$709K
5
LPL Financial
5
LPL Financial
California
$1.73M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.89M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$549K
4
TCA
4
Transcend Capital Advisors
New Jersey
$2.08M
5
RJA
5
Raymond James & Associates
Florida
$8.21M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$592K 36,849 +2,800 +8%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$549K 34,154 -74,142 -68%
SCA
28
Snowden Capital Advisors
New York
$540K 33,615 +18,271 +119%
Ameriprise
29
Ameriprise
Minnesota
$499K 30,409 -300 -1%
NW
30
NewEdge Wealth
Pennsylvania
$498K 31,019 +12,053 +64%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$488K 30,397 -1,987 -6%
PWS
32
Private Wealth Strategies
Ohio
$478K 29,744 +464 +2%
WWM
33
Western Wealth Management
Colorado
$443K 27,575 -25,345 -48%
GVAG
34
Great Valley Advisor Group
Delaware
$428K 26,629 +1,200 +5%
AA
35
AlphaCentric Advisors
Puerto Rico
$418K 26,000 +3,500 +16%
Millennium Management
36
Millennium Management
New York
$403K 25,069 +25,069 New
WP
37
Woodline Partners
California
$398K 24,811 +24,811 New
DLG
38
Daniel L. Goodwin
$365K 22,710 +11,150 +96%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$358K 22,310 +5,420 +32%
CA
40
Cetera Advisors
Colorado
$327K 20,384 -17,890 -47%
NLP
41
Next Level Private
New York
$295K 17,500 – –
BOPW
42
Brandywine Oak Private Wealth
Pennsylvania
$267K 16,650 -500 -3%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$234K 14,616 +3,833 +36%
VF
44
Virtu Financial
New York
$228K 14,208 +14,208 New
CFGSD
45
Compass Financial Group (South Dakota)
South Dakota
$225K 14,014 +14,014 New
NA
46
NewEdge Advisors
Louisiana
$225K 19,173 -2,827 -13%
KPWS
47
Kestra Private Wealth Services
Texas
$219K 13,648 -638 -4%
PSCM
48
Per Stirling Capital Management
Texas
$212K 13,224 +13,224 New
WKWM
49
Walter & Keenan Wealth Management
Indiana
$209K 13,000 -24,400 -65%
PWS
50
Paragon Wealth Strategies
Florida
$177K 11,000 +10,990 +109,900%
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