MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

65 hedge funds and large institutions have $65.5M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
$5.43M
2
Raymond James Financial
Raymond James Financial
Florida
$5.93M
3
GC
Guggenheim Capital
Illinois
$1.93M
4
Wells Fargo
Wells Fargo
California
$4.52M
5
AQR Capital Management
AQR Capital Management
Connecticut
$606K

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$463K
2
Ameriprise
Ameriprise
Minnesota
$452K
3
COLIM
City of London Investment Management
United Kingdom
$1.65M
4
AAM
Advisors Asset Management
Colorado
$396K
5
UBS Group
UBS Group
Switzerland
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
26
XML Financial
Maryland
$579K -$138K -9,166 -19%
EH
27
Equitable Holdings
New York
$522K -$11.1K -737 -2%
WS
28
Wedbush Securities
California
$520K – – –
SPIA
29
Steward Partners Investment Advisory
New York
$485K -$21.1K -1,400 -4%
ACA
30
Ackerman Capital Advisors
Texas
$477K +$146K +9,675 +44%
LA
31
LPF Advisors
Florida
$467K -$5.81K -385 -1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$467K +$15.9K +1,053 +4%
WA
33
Whipplewood Advisors
Colorado
$463K -$60.4M -29,697 -99%
Cohen & Steers
34
Cohen & Steers
New York
$452K +$452K +30,000 New
Ameriprise
35
Ameriprise
Minnesota
$452K -$2.1M -138,949 -82%
RC
36
Rovin Capital
Arizona
$429K +$4.98K +330 +1%
SFWA
37
Summit Financial Wealth Advisors
Louisiana
$422K -$98.4K -6,525 -19%
AAM
38
Advisors Asset Management
Colorado
$396K -$932K -61,810 -70%
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$363K +$363K +23,675 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$352K +$122K +8,103 +53%
Osaic Holdings
41
Osaic Holdings
Arizona
$324K -$37.9K -2,515 -10%
GJWM
42
Gilliland Jeter Wealth Management
Arkansas
$310K – – –
BOPW
43
Brandywine Oak Private Wealth
Pennsylvania
$302K – – –
Northern Trust
44
Northern Trust
Illinois
$302K +$302K +20,000 New
Calamos Advisors
45
Calamos Advisors
Illinois
$299K -$11.9K -792 -4%
CWP
46
Cyndeo Wealth Partners
Florida
$287K +$2.88K +191 +1%
ICMP
47
Integrated Capital Management (Pennsylvania)
Pennsylvania
$273K +$67.4K +4,471 +33%
ACM
48
Arlington Capital Management
Illinois
$263K +$46.5K +3,084 +22%
PL
49
Plancorp LLC
Missouri
$253K +$253K +16,807 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$242K +$242K +16,024 New
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