MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

60 hedge funds and large institutions have $57.4M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 22 closing their positions.

Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
10
Reduced
23
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$1.79M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.38M
3
PAS
3
Park Avenue Securities
New York
$1.3M
4
LSC
4
Logan Stone Capital
Illinois
$1.22M
5
RAM
5
Readystate Asset Management
Illinois
$1.21M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
Jane Street
2
Jane Street
New York
$157K
3
AC
3
Almitas Capital
California
$0
4
Bank of America
4
Bank of America
North Carolina
$4.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.07M
Name Market Value Shares Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$515K 34,507 -1,200 -3%
SPIA
27
Steward Partners Investment Advisory
New York
$501K 33,563 -5,659 -14%
LA
28
LPF Advisors
Florida
$469K 31,381 -498 -2%
WA
29
Whipplewood Advisors
Colorado
$447K 29,925 +29,925 New
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$447K 29,919 -198 -0.7%
RC
31
Rovin Capital
Arizona
$420K 28,114 +1,091 +4%
SXL
32
Summit X LLC
Missouri
$369K 24,741 +3,983 +19%
Osaic Holdings
33
Osaic Holdings
Arizona
$359K 24,025 -11,287 -32%
Nomura Holdings
34
Nomura Holdings
Japan
$354K 23,700 +23,700 New
GC
35
Guggenheim Capital
Illinois
$341K 22,819 -66,036 -74%
ACA
36
Ackerman Capital Advisors
Texas
$328K 21,942 +21,942 New
LCM
37
Landscape Capital Management
New Jersey
$324K 21,713 +21,713 New
Calamos Advisors
38
Calamos Advisors
Illinois
$307K 20,592 +20,592 New
GJWM
39
Gilliland Jeter Wealth Management
Arkansas
$307K 20,552 -4,770 -19%
BOPW
40
Brandywine Oak Private Wealth
Pennsylvania
$299K 20,000 – –
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$298K 19,968 -6,784 -25%
CWP
42
Cyndeo Wealth Partners
Florida
$281K 18,849 +2,081 +12%
Walleye Capital
43
Walleye Capital
New York
$246K 16,486 +16,486 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$227K 15,233 -9,843 -39%
ACM
45
Arlington Capital Management
Illinois
$214K 14,333 +14,333 New
CFGSD
46
Compass Financial Group (South Dakota)
South Dakota
$209K 14,014 – –
ICMP
47
Integrated Capital Management (Pennsylvania)
Pennsylvania
$204K 13,664 +13,664 New
NW
48
NewEdge Wealth
Pennsylvania
$200K 13,390 -13,449 -50%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$190K 12,750 +1,018 +9%
XT
50
XTX Topco
Cayman Islands
$189K 12,670 +12,670 New
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