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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

68 hedge funds and large institutions have $80.7M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $84.5M → $80.7M (-$3.73M)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

1.31% less ownership

Funds ownership: 30.25%28.94% (-1.3%)

9% less funds holding

Funds holding: 7568 (-7)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
21
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Ackerman Capital Advisors
Texas
$649K -$350K -22,920 -34%
AQR Capital Management
27
AQR Capital Management
Connecticut
$625K +$7.89K +516 +1%
1CP
28
1607 Capital Partners
Virginia
$580K +$61.6K +4,026 +11%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$553K +$206K +13,468 +57%
Osaic Holdings
30
Osaic Holdings
Arizona
$548K +$342K +22,360 +154%
XF
31
XML Financial
Maryland
$483K
P
32
&Partners
Tennessee
$481K -$61 -4 -0%
WS
33
Wedbush Securities
California
$458K -$19.1K -1,250 -4%
GEM
34
Global Endowment Management
North Carolina
$446K
WP
35
WealthPLAN Partners
Nebraska
$392K
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$367K -$4.07K -266 -1%
PL
37
Plancorp LLC
Missouri
$361K
CF
38
Centaurus Financial
California
$361K -$474 -31 -0.1%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$358K +$902 +59 +0.2%
SPIA
40
Steward Partners Investment Advisory
New York
$348K -$111K -7,227 -24%
Ameriprise
41
Ameriprise
Minnesota
$311K -$58.4K -3,819 -15%
SA
42
Scarborough Advisors
Maryland
$290K
Stifel Financial
43
Stifel Financial
Missouri
$289K -$3.24K -212 -1%
MOS
44
MGO One Seven
Ohio
$266K +$274K +17,905 New
ICMP
45
Integrated Capital Management (Pennsylvania)
Pennsylvania
$264K +$8.16K +534 +3%
ACM
46
Arlington Capital Management
Illinois
$259K +$1.25K +82 +0.5%
Nomura Holdings
47
Nomura Holdings
Japan
$249K +$44.8K +2,928 +21%
KAS
48
Kestra Advisory Services
Texas
$229K +$137K +8,941 +138%
EH
49
Equitable Holdings
New York
$228K -$156K -10,175 -40%
CFGSD
50
Compass Financial Group (South Dakota)
South Dakota
$208K