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MMD
MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD
MMD
49 hedge funds and large institutions have $118M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
150% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 10
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
1.09% more ownership
Funds ownership: 18.36% → 19.45% (+1.1%)
4% more capital invested
Capital invested by funds: $114M → $118M (+$4.38M)
2% less funds holding
Funds holding: 50 → 49 (-1)
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
25
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
+$4.17M |
| 2 |
XF
XML Financial
Bethesda,
Maryland
|
+$3.09M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.07M |
| 4 |
Morgan Stanley
New York
|
+$896K |
| 5 |
PGWM
Parisi Gray Wealth Management
Mendham,
New Jersey
|
+$533K |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.98M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$886K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$527K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$525K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$506K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Truist Financial
Charlotte,
North Carolina
| – | -$253K | -11,304 | Closed |
|
|
PMFA
52
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$224K | -10,035 | Closed |
|
53
BlackRock
New York
| – | -$67K | -3,000 | Closed |
|