MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

73 hedge funds and large institutions have $126M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 31 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
+13
Holders Change %
+21.67%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
13
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.4M
2
SIA
2
Sit Investment Associates
Minnesota
$7.14M
3
AC
3
Almitas Capital
California
$4.83M
4
COLIM
4
City of London Investment Management
United Kingdom
$3.46M
5
1CP
5
1607 Capital Partners
Virginia
$1.5M

Top Sellers

1
XF
1
XML Financial
Maryland
$3.64M
2
AAM
2
Advisors Asset Management
Colorado
$4.7M
3
Bank of America
3
Bank of America
North Carolina
$15.3M
4
LPL Financial
4
LPL Financial
California
$1.92M
5
TCA
5
Transcend Capital Advisors
New Jersey
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Cohen & Steers
26
Cohen & Steers
New York
$886K 54,501 +34,501 +173%
LCM
27
Landscape Capital Management
New Jersey
$818K 50,325 +50,325 New
Stifel Financial
28
Stifel Financial
Missouri
$793K 48,795 -3,035 -6%
Invesco
29
Invesco
Georgia
$787K 48,454 -3,445 -7%
SPIA
30
Steward Partners Investment Advisory
New York
$690K 42,448 +713 +2%
KWM
31
Kingsview Wealth Management
Oregon
$685K 42,172 -1,951 -4%
CAN
32
Cetera Advisor Networks
California
$602K 37,064 -4,312 -10%
WS
33
Wedbush Securities
California
$580K 35,707 +35,707 New
WAM
34
Weiss Asset Management
Massachusetts
$566K 34,818 +34,818 New
JWM
35
JGP Wealth Management
Oregon
$535K 32,918 +32,918 New
NW
36
NewEdge Wealth
Pennsylvania
$530K 32,608 -1,011 -3%
WAM
37
Wolverine Asset Management
Illinois
$530K 32,591 +32,591 New
LA
38
LPF Advisors
Florida
$522K 32,100 +32,100 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$504K 31,010 -44,899 -59%
GJWM
40
Gilliland Jeter Wealth Management
Arkansas
$487K 29,982 +29,982 New
NA
41
NewEdge Advisors
Louisiana
$459K 28,228 +9,550 +51%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$455K 28,009 -1,878 -6%
SXL
43
Summit X LLC
Missouri
$407K 25,052 +6,002 +32%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$405K 24,899 -1,592 -6%
GVAG
45
Great Valley Advisor Group
Delaware
$405K 24,900 -1,000 -4%
RC
46
Rovin Capital
Arizona
$344K 21,143 +258 +1%
WWM
47
Western Wealth Management
Colorado
$333K 20,513 -3,176 -13%
BW
48
Bison Wealth
Georgia
$307K 18,892 -4,645 -20%
EP
49
Eudaimonia Partners
Tennessee
$292K 17,978 +17,978 New
HNB
50
Huntington National Bank
Ohio
– – -362 Closed
1
2
3 4