We are live on ! Find out more
MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

64 hedge funds and large institutions have $124M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $124M → $124M (-$185K)

0.51% less ownership

Funds ownership: 26.83%26.32% (-0.51%)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

4% less funds holding

Funds holding: 6764 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
22
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
26
Summit Financial Wealth Advisors
Louisiana
$699K -$35.1K -2,100 -5%
SPIA
27
Steward Partners Investment Advisory
New York
$661K +$19.1K +1,145 +3%
KWM
28
Kingsview Wealth Management
Oregon
$644K -$1.25K -75 -0.2%
KPWS
29
Kestra Private Wealth Services
Texas
$631K +$169K +10,117 +37%
WS
30
Wedbush Securities
California
$602K
Osaic Holdings
31
Osaic Holdings
Arizona
$595K -$63.8K -3,817 -10%
EH
32
Equitable Holdings
New York
$578K -$389K -23,271 -40%
LA
33
LPF Advisors
Florida
$537K -$4.19K -251 -0.8%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$508K -$18.3K -1,098 -4%
RC
35
Rovin Capital
Arizona
$456K +$4.79K +287 +1%
NW
36
NewEdge Wealth
Pennsylvania
$453K -$25.1K -1,500 -5%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$451K -$20K -1,198 -4%
SWP
38
Stratos Wealth Partners
Ohio
$438K +$101K +6,052 +30%
GJWM
39
Gilliland Jeter Wealth Management
Arkansas
$427K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$423K +$201K +12,031 +92%
SXL
41
Summit X LLC
Missouri
$344K -$164K -9,819 -32%
BOPW
42
Brandywine Oak Private Wealth
Pennsylvania
$337K
WWM
43
Western Wealth Management
Colorado
$334K +$100 +6 +0%
HNB
44
Huntington National Bank
Ohio
$296K
SCA
45
Snowden Capital Advisors
New York
$288K +$2.84K +170 +1%
CWP
46
Cyndeo Wealth Partners
Florida
$283K +$280K +16,768 New
Truist Financial
47
Truist Financial
North Carolina
$274K +$568 +34 +0.2%
Invesco
48
Invesco
Georgia
$253K -$116K -6,971 -32%
SFG
49
Sovereign Financial Group
Connecticut
$237K -$28.5K -1,708 -11%
CFGSD
50
Compass Financial Group (South Dakota)
South Dakota
$236K