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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

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.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

30% more capital invested

Capital invested by funds: $97M → $126M (+$28.8M)

22% more funds holding

Funds holding: 6073 (+13)

5.88% more ownership

Funds ownership: 21.83%27.71% (+5.9%)

58% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 31

Holders
73
Holders Change
+13
Holders Change %
+21.67%
% of All Funds
1.06%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
26
Cohen & Steers
New York
$886K +$533K +34,501 +173%
LCM
27
Landscape Capital Management
New Jersey
$818K +$777K +50,325 New
Stifel Financial
28
Stifel Financial
Missouri
$793K -$46.8K -3,035 -6%
Invesco
29
Invesco
Georgia
$787K -$53.2K -3,445 -7%
SPIA
30
Steward Partners Investment Advisory
New York
$690K +$11K +713 +2%
KWM
31
Kingsview Wealth Management
Oregon
$685K -$30.1K -1,951 -4%
CAN
32
Cetera Advisor Networks
California
$602K -$66.6K -4,312 -10%
WS
33
Wedbush Securities
California
$580K +$551K +35,707 New
WAM
34
Weiss Asset Management
Massachusetts
$566K +$537K +34,818 New
JWM
35
JGP Wealth Management
Oregon
$535K +$508K +32,918 New
NW
36
NewEdge Wealth
Pennsylvania
$530K -$15.6K -1,011 -3%
WAM
37
Wolverine Asset Management
Illinois
$530K +$503K +32,591 New
LA
38
LPF Advisors
Florida
$522K +$495K +32,100 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$504K -$693K -44,899 -59%
GJWM
40
Gilliland Jeter Wealth Management
Arkansas
$487K +$463K +29,982 New
NA
41
NewEdge Advisors
Louisiana
$459K +$147K +9,550 +51%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$455K -$29K -1,878 -6%
SXL
43
Summit X LLC
Missouri
$407K +$92.6K +6,002 +32%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$405K -$24.6K -1,592 -6%
GVAG
45
Great Valley Advisor Group
Delaware
$405K -$15.4K -1,000 -4%
RC
46
Rovin Capital
Arizona
$344K +$3.98K +258 +1%
WWM
47
Western Wealth Management
Colorado
$333K -$49K -3,176 -13%
BW
48
Bison Wealth
Georgia
$307K -$71.7K -4,645 -20%
EP
49
Eudaimonia Partners
Tennessee
$292K +$278K +17,978 New
HNB
50
Huntington National Bank
Ohio
$291K -$5.59K -362 Closed