MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

58 hedge funds and large institutions have $67.5M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-7
Holders Change %
-10.77%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WS
26
Wedbush Securities
California
$500K -$10.4K -700 -2%
SPIA
27
Steward Partners Investment Advisory
New York
$474K -$1.98K -134 -0.4%
SXL
28
Summit X LLC
Missouri
$446K -$122K -8,258 -21%
Cohen & Steers
29
Cohen & Steers
New York
$444K
GEM
30
Global Endowment Management
North Carolina
$444K +$444K +30,000 New
Calamos Advisors
31
Calamos Advisors
Illinois
$435K +$143K +9,636 +49%
RC
32
Rovin Capital
Arizona
$421K +$163 +11 +0%
CF
33
Centaurus Financial
California
$417K +$417K +28,212 New
WP
34
WealthPLAN Partners
Nebraska
$411K +$411K +27,771 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$389K -$69.4K -4,692 -15%
Osaic Holdings
36
Osaic Holdings
Arizona
$362K +$41.3K +2,765 +13%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$354K +$354K +23,909 New
EH
38
Equitable Holdings
New York
$352K -$160K -10,833 -31%
Ameriprise
39
Ameriprise
Minnesota
$347K -$96.3K -6,513 -22%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$345K
ICMP
41
Integrated Capital Management (Pennsylvania)
Pennsylvania
$332K +$64K +4,327 +24%
BOPW
42
Brandywine Oak Private Wealth
Pennsylvania
$296K
PL
43
Plancorp LLC
Missouri
$249K
GJWM
44
Gilliland Jeter Wealth Management
Arkansas
$239K -$64.7K -4,375 -21%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$232K -$5K -338 -2%
USCWA
46
U.S. Capital Wealth Advisors
Texas
$222K +$222K +15,000 New
CFGSD
47
Compass Financial Group (South Dakota)
South Dakota
$207K
NW
48
NewEdge Wealth
Pennsylvania
$197K
LSC
49
Logan Stone Capital
Illinois
$189K -$812K -54,920 -81%
AC
50
AlphaCore Capital
California
$187K