MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

50 hedge funds and large institutions have $114M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$1.8M
2
GC
2
Guggenheim Capital
Illinois
$938K
3
KWM
3
Kingsview Wealth Management
Oregon
$885K
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$1.46M
5
Morgan Stanley
5
Morgan Stanley
New York
$24.4M

Top Sellers

1
TCA
1
Transcend Capital Advisors
New Jersey
$0
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$41K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.07M
4
Wells Fargo
4
Wells Fargo
California
$8.07M
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
– – -28,251 Closed
IWA
52
IBEX Wealth Advisors
New Jersey
– – -10,152 Closed
IAIM
53
International Assets Investment Management
Florida
– – -5,328 Closed
AIC
54
Ameritas Investment Company
Nebraska
– – -3,250 Closed
RF
55
Robbins Farley
New Hampshire
– – -2,950 Closed
MWP
56
Meridian Wealth Partners
Pennsylvania
– – -667 Closed
CFGS
57
Concourse Financial Group Securities
Alabama
– – – –
PAM
58
Panagora Asset Management
Massachusetts
$0 7 +7 New
1 2
3