MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

50 hedge funds and large institutions have $116M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$24M
3
UBS Group
3
UBS Group
Switzerland
$4.33M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.04M
5
CA
5
Cetera Advisors
Colorado
$1.03M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$627K
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
C
3
Certuity
Florida
$0
4
WP
4
WealthShield Partners
North Carolina
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
– – -25,700 Closed
C
52
Certuity
Florida
– – -19,282 Closed
WP
53
WealthShield Partners
North Carolina
– – -12,776 Closed
AWG
54
Altus Wealth Group
Colorado
– – -6,180 Closed
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
– – -5,650 Closed
PAM
56
Panagora Asset Management
Massachusetts
– – -46 Closed
CFGS
57
Concourse Financial Group Securities
Alabama
– – – –
1 2
3