MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

67 hedge funds and large institutions have $124M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
-7
Holders Change %
-9.46%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
3
Increased
25
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$5.33M
2
AC
2
Almitas Capital
California
$8.3M
3
Jane Street
3
Jane Street
New York
$6.99M
4
SIA
4
Sit Investment Associates
Minnesota
$13.8M
5
KAS
5
Kestra Advisory Services
Texas
$1.26M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$2.83M
2
Bank of America
2
Bank of America
North Carolina
$14M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$649K
4
AAM
4
Advisors Asset Management
Colorado
$3.03M
5
XF
5
XML Financial
Maryland
$2.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Cohen & Steers
26
Cohen & Steers
New York
$738K 44,501 +5,000 +13%
Stifel Financial
27
Stifel Financial
Missouri
$737K 44,426 -3,141 -7%
SFWA
28
Summit Financial Wealth Advisors
Louisiana
$722K 43,546 -8,450 -16%
1CP
29
1607 Capital Partners
Virginia
$707K 42,660 -2,600 -6%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$703K 42,375 -3,182 -7%
Osaic Holdings
31
Osaic Holdings
Arizona
$649K 39,129 -58,557 -60%
KWM
32
Kingsview Wealth Management
Oregon
$635K 38,283 -3,425 -8%
SPIA
33
Steward Partners Investment Advisory
New York
$631K 38,077 – –
WS
34
Wedbush Securities
California
$592K 35,707 – –
LA
35
LPF Advisors
Florida
$533K 32,130 +13 +0%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$518K 31,215 +203 +0.7%
SXL
37
Summit X LLC
Missouri
$507K 30,577 +9,822 +47%
NW
38
NewEdge Wealth
Pennsylvania
$470K 28,339 – –
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$463K 27,950 -877 -3%
KPWS
40
Kestra Private Wealth Services
Texas
$453K 27,306 +3,079 +13%
RC
41
Rovin Capital
Arizona
$443K 26,736 +79 +0.3%
GJWM
42
Gilliland Jeter Wealth Management
Arkansas
$420K 25,322 -3,688 -13%
Invesco
43
Invesco
Georgia
$365K 21,995 -10,494 -32%
BOPW
44
Brandywine Oak Private Wealth
Pennsylvania
$332K 20,000 +6,000 +43%
SWP
45
Stratos Wealth Partners
Ohio
$331K 19,953 +7,631 +62%
WWM
46
Western Wealth Management
Colorado
$328K 19,799 -494 -2%
BW
47
Bison Wealth
Georgia
$314K 19,218 – –
HNB
48
Huntington National Bank
Ohio
– – – –
LFS
49
Legacy Financial Strategies
Kansas
$288K 17,445 +5,540 +47%
SCA
50
Snowden Capital Advisors
New York
$280K 16,897 +542 +3%
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