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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

48 hedge funds and large institutions have $97.6M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0.31% less ownership

Funds ownership: 19.66% → 19.35% (-0.31%)

5% less capital invested

Capital invested by funds: $102M → $97.6M (-$4.86M)

8% less funds holding

Funds holding: 52 → 48 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.85M
2
GC
Guggenheim Capital
Illinois
+$1.69M
3
AAM
Advisors Asset Management
Colorado
+$1.26M
4
Cohen & Steers
Cohen & Steers
New York
+$692K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$668K

Top Sellers

1
XF
XML Financial
Maryland
-$4.23M
2
UBS Group
UBS Group
Switzerland
-$1.53M
3
NLP
Next Level Private
New York
-$916K
4
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$748K
5
RJA
Raymond James & Associates
Florida
-$586K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
– -$270K -14,425 Closed
RIG
52
Ramiah Investment Group
Wisconsin
– -$240K -12,780 Closed
Comerica Bank
53
Comerica Bank
Texas
– -$210K -11,894 Closed
SFG
54
Sovereign Financial Group
Connecticut
– -$217K -11,567 Closed
BFEC
55
Benjamin F. Edwards & Company
Missouri
– -$24K -1,284 Closed
FAG
56
Fortitude Advisory Group
Washington
– -$13K -670 Closed
TRCT
57
Tower Research Capital (TRC)
New York
– -$11K -576 Closed
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