MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

74 hedge funds and large institutions have $111M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.7M
2
Jane Street
2
Jane Street
New York
$2.82M
3
LPL Financial
3
LPL Financial
California
$2.88M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$745K
5
Ameriprise
5
Ameriprise
Minnesota
$4.37M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.3M
2
GC
2
Guggenheim Capital
Illinois
$4.05M
3
AC
3
Almitas Capital
California
$3.67M
4
AAM
4
Advisors Asset Management
Colorado
$3.59M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$745K 45,557 +45,557 New
1CP
27
1607 Capital Partners
Virginia
$740K 45,260 -47,303 -51%
KWM
28
Kingsview Wealth Management
Oregon
$682K 41,708 -464 -1%
Cohen & Steers
29
Cohen & Steers
New York
$646K 39,501 -15,000 -28%
SPIA
30
Steward Partners Investment Advisory
New York
$623K 38,077 -4,371 -10%
CAN
31
Cetera Advisor Networks
California
$593K 36,246 -818 -2%
WS
32
Wedbush Securities
California
$584K 35,707 – –
NA
33
NewEdge Advisors
Louisiana
$574K 35,097 +6,869 +24%
Invesco
34
Invesco
Georgia
$531K 32,489 -15,965 -33%
LA
35
LPF Advisors
Florida
$525K 32,117 +17 +0.1%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$507K 31,012 +2 +0%
GJWM
37
Gilliland Jeter Wealth Management
Arkansas
$474K 29,010 -972 -3%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$471K 28,827 +818 +3%
NW
39
NewEdge Wealth
Pennsylvania
$455K 28,339 -4,269 -13%
RC
40
Rovin Capital
Arizona
$436K 26,657 +5,514 +26%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$401K 24,547 -352 -1%
LCM
42
Landscape Capital Management
New Jersey
$396K 24,242 -26,083 -52%
KPWS
43
Kestra Private Wealth Services
Texas
$396K 24,227 +12,452 +106%
SXL
44
Summit X LLC
Missouri
$339K 20,755 -4,297 -17%
WWM
45
Western Wealth Management
Colorado
$332K 20,293 -220 -1%
WAM
46
Wolverine Asset Management
Illinois
$316K 19,327 -13,264 -41%
BW
47
Bison Wealth
Georgia
$314K 19,218 +326 +2%
EP
48
Eudaimonia Partners
Tennessee
$294K 17,978 – –
HNB
49
Huntington National Bank
Ohio
– – – –
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$273K 16,697 +2,881 +21%
1
2
3 4