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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

60 hedge funds and large institutions have $97M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

5% more funds holding

Funds holding: 5760 (+3)

0.37% less ownership

Funds ownership: 22.2%21.83% (-0.37%)

8% less capital invested

Capital invested by funds: $106M → $97M (-$8.55M)

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
25
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$665K +$3.24K +195 +0.5%
CAN
27
Cetera Advisor Networks
California
$659K +$6.35K +382 +0.9%
NW
28
NewEdge Wealth
Pennsylvania
$536K +$68.7K +4,133 +14%
SCA
29
Snowden Capital Advisors
New York
$497K +$2.21K +133 +0.4%
PWS
30
Private Wealth Strategies
Ohio
$491K +$4.2K +253 +0.8%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$476K +$67K +4,032 +16%
Cerity Partners
32
Cerity Partners
New York
$459K -$99.2K -5,971 -17%
KPWS
33
Kestra Private Wealth Services
Texas
$457K +$4.79K +288 +1%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$436K -$19.3K -1,160 -4%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$422K -$6.48K -390 -1%
GVAG
36
Great Valley Advisor Group
Delaware
$413K -$14.6K -879 -3%
LFS
37
Legacy Financial Strategies
Kansas
$396K -$284K -17,119 -40%
WWM
38
Western Wealth Management
Colorado
$377K -$59.9K -3,607 -13%
BW
39
Bison Wealth
Georgia
$375K +$197K +11,834 +101%
RC
40
Rovin Capital
Arizona
$333K +$347K +20,885 New
Cohen & Steers
41
Cohen & Steers
New York
$319K
SXL
42
Summit X LLC
Missouri
$304K +$79.3K +4,771 +33%
NA
43
NewEdge Advisors
Louisiana
$298K +$9.97K +600 +3%
SFG
44
Sovereign Financial Group
Connecticut
$280K +$115K +6,921 +65%
Truist Financial
45
Truist Financial
North Carolina
$256K +$665 +40 +0.2%
CA
46
Cetera Advisors
Colorado
$236K -$6.76K -407 -3%
BOPW
47
Brandywine Oak Private Wealth
Pennsylvania
$229K
CFGSD
48
Compass Financial Group (South Dakota)
South Dakota
$223K
NLP
49
Next Level Private
New York
$196K
PWS
50
Paragon Wealth Strategies
Florida
$178K +$366 +22 +0.2%