MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

57 hedge funds and large institutions have $106M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$5.75M
2
Cerity Partners
2
Cerity Partners
New York
$593K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.09M
4
Bank of America
4
Bank of America
North Carolina
$17.1M
5
Ameriprise
5
Ameriprise
Minnesota
$3.74M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.6M
2
Cohen & Steers
2
Cohen & Steers
New York
$341K
3
GC
3
Guggenheim Capital
Illinois
$6.36M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$709K 41,540 -416 -1%
CAN
27
Cetera Advisor Networks
California
$700K 40,994 +369 +0.9%
Cerity Partners
28
Cerity Partners
New York
$593K 34,768 +34,768 New
SCA
29
Snowden Capital Advisors
New York
$530K 31,055 +349 +1%
PWS
30
Private Wealth Strategies
Ohio
$521K 30,550 +396 +1%
NW
31
NewEdge Wealth
Pennsylvania
$503K 29,486 – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$487K 28,543 +672 +2%
KPWS
33
Kestra Private Wealth Services
Texas
$485K 28,389 +9,541 +51%
WWM
34
Western Wealth Management
Colorado
$466K 27,296 +18 +0.1%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$459K 26,881 -3,547 -12%
GVAG
36
Great Valley Advisor Group
Delaware
$457K 26,779 +550 +2%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$441K 25,855 -4,401 -15%
Cohen & Steers
38
Cohen & Steers
New York
$341K 20,000 -49,413 -71%
NA
39
NewEdge Advisors
Louisiana
$309K 18,078 -2,895 -14%
SPC
40
Sigma Planning Corp
Michigan
$280K 16,400 +16,400 New
Truist Financial
41
Truist Financial
North Carolina
$274K 16,046 +5,026 +46%
CA
42
Cetera Advisors
Colorado
$260K 15,206 – –
BOPW
43
Brandywine Oak Private Wealth
Pennsylvania
$246K 14,400 +1,500 +12%
SXL
44
Summit X LLC
Missouri
$244K 14,279 -1 -0%
CFGSD
45
Compass Financial Group (South Dakota)
South Dakota
$239K 14,014 – –
WKWM
46
Walter & Keenan Wealth Management
Indiana
$222K 13,000 – –
NLP
47
Next Level Private
New York
$212K 12,500 – –
BW
48
Bison Wealth
Georgia
$200K 11,703 +11,703 New
PWS
49
Paragon Wealth Strategies
Florida
$190K 11,136 +67 +0.6%
SFG
50
Sovereign Financial Group
Connecticut
$182K 10,657 +10,657 New
1
2
3