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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

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.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

0% more funds holding

Funds holding: 5757 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.05% less ownership

Funds ownership: 22.25%22.2% (-0.05%)

2% less capital invested

Capital invested by funds: $107M → $106M (-$1.69M)

Holders
57
Holders Change
Holders Change %
0%
% of All Funds
0.89%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$709K -$7.09K -416 -1%
CAN
27
Cetera Advisor Networks
California
$700K +$6.29K +369 +0.9%
Cerity Partners
28
Cerity Partners
New York
$593K +$593K +34,768 New
SCA
29
Snowden Capital Advisors
New York
$530K +$5.95K +349 +1%
PWS
30
Private Wealth Strategies
Ohio
$521K +$6.75K +396 +1%
NW
31
NewEdge Wealth
Pennsylvania
$503K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$487K +$11.5K +672 +2%
KPWS
33
Kestra Private Wealth Services
Texas
$485K +$163K +9,541 +51%
WWM
34
Western Wealth Management
Colorado
$466K +$307 +18 +0.1%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$459K -$60.5K -3,547 -12%
GVAG
36
Great Valley Advisor Group
Delaware
$457K +$9.38K +550 +2%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$441K -$75K -4,401 -15%
Cohen & Steers
38
Cohen & Steers
New York
$341K -$842K -49,413 -71%
NA
39
NewEdge Advisors
Louisiana
$309K -$49.3K -2,895 -14%
SPC
40
Sigma Planning Corp
Michigan
$280K +$280K +16,400 New
Truist Financial
41
Truist Financial
North Carolina
$274K +$85.7K +5,026 +46%
CA
42
Cetera Advisors
Colorado
$260K
BOPW
43
Brandywine Oak Private Wealth
Pennsylvania
$246K +$25.6K +1,500 +12%
SXL
44
Summit X LLC
Missouri
$244K -$17 -1 -0%
CFGSD
45
Compass Financial Group (South Dakota)
South Dakota
$239K
WKWM
46
Walter & Keenan Wealth Management
Indiana
$222K
NLP
47
Next Level Private
New York
$212K
BW
48
Bison Wealth
Georgia
$200K +$199K +11,703 New
PWS
49
Paragon Wealth Strategies
Florida
$190K +$1.14K +67 +0.6%
SFG
50
Sovereign Financial Group
Connecticut
$182K +$182K +10,657 New