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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

57 hedge funds and large institutions have $107M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

13% more capital invested

Capital invested by funds: $94.9M → $107M (+$12.4M)

1.03% more ownership

Funds ownership: 21.22%22.25% (+1%)

7% less funds holding

Funds holding: 6157 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
28
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$706K +$65.7K +3,776 +10%
DLG
27
Daniel L. Goodwin
$608K +$214K +12,300 +54%
SCA
28
Snowden Capital Advisors
New York
$534K -$50.6K -2,909 -9%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$529K +$539 +31 +0.1%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$525K +$138K +7,946 +36%
PWS
31
Private Wealth Strategies
Ohio
$524K +$7.13K +410 +1%
NW
32
NewEdge Wealth
Pennsylvania
$512K -$26.7K -1,533 -5%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$508K -$85.8K -4,932 -14%
WWM
34
Western Wealth Management
Colorado
$474K -$5.17K -297 -1%
GVAG
35
Great Valley Advisor Group
Delaware
$456K -$6.96K -400 -2%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$428K +$428K +24,615 New
NA
37
NewEdge Advisors
Louisiana
$359K +$31.3K +1,800 +9%
KPWS
38
Kestra Private Wealth Services
Texas
$328K +$90.5K +5,200 +38%
Jane Street
39
Jane Street
New York
$325K +$325K +18,689 New
CA
40
Cetera Advisors
Colorado
$264K -$90.1K -5,178 -25%
SXL
41
Summit X LLC
Missouri
$248K +$248K +14,280 New
CFGSD
42
Compass Financial Group (South Dakota)
South Dakota
$244K
WKWM
43
Walter & Keenan Wealth Management
Indiana
$226K
BOPW
44
Brandywine Oak Private Wealth
Pennsylvania
$224K -$65.3K -3,750 -23%
NLP
45
Next Level Private
New York
$217K -$87K -5,000 -29%
AA
46
AlphaCentric Advisors
Puerto Rico
$195K -$257K -14,758 -57%
PWS
47
Paragon Wealth Strategies
Florida
$192K +$1.2K +69 +0.6%
Truist Financial
48
Truist Financial
North Carolina
$192K +$192K +11,020 New
PA
49
Parallel Advisors
California
$159K +$25.9K +1,489 +19%
ASN
50
Advisory Services Network
Georgia
$146K