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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

73 hedge funds and large institutions have $126M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

30% more capital invested

Capital invested by funds: $97M → $126M (+$28.8M)

22% more funds holding

Funds holding: 6073 (+13)

5.88% more ownership

Funds ownership: 21.83%27.71% (+5.9%)

58% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 31

Holders
73
Holders Change
+13
Holders Change %
+21.67%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
13
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Snowden Capital Advisors
New York
$263K -$232K -15,004 -48%
Truist Financial
52
Truist Financial
North Carolina
$262K +$556 +36 +0.2%
SWP
53
Stratos Wealth Partners
Ohio
$261K +$248K +16,059 New
SFG
54
Sovereign Financial Group
Connecticut
$242K -$41.8K -2,708 -15%
BOPW
55
Brandywine Oak Private Wealth
Pennsylvania
$234K
CFGSD
56
Compass Financial Group (South Dakota)
South Dakota
$228K
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$225K -$209K -13,567 -50%
LFS
58
Legacy Financial Strategies
Kansas
$212K -$198K -12,803 -49%
NLP
59
Next Level Private
New York
$203K
KPWS
60
Kestra Private Wealth Services
Texas
$191K -$261K -16,902 -59%
PWS
61
Paragon Wealth Strategies
Florida
$181K
RCM
62
Robinson Capital Management
Michigan
$178K +$169K +10,930 New
CA
63
Cetera Advisors
Colorado
$175K -$61.7K -4,000 -27%
Cerity Partners
64
Cerity Partners
New York
$172K -$281K -18,234 -63%
PA
65
Parallel Advisors
California
$134K +$127K +8,224 New
EC
66
Elequin Capital
New York
$126K +$119K +7,727 New
Comerica Bank
67
Comerica Bank
Texas
$97.5K
CFFP
68
Center for Financial Planning
Michigan
$32.5K
NS
69
NBC Securities
Alabama
$32K +$15.4K +1,000 +100%
FFA
70
Farther Finance Advisors
California
$30.5K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$16.3K
BFEC
72
Benjamin F. Edwards & Company
Missouri
$10K
MSG
73
Main Street Group
Virginia
$7.41K +$7.04K +456 New
JP Morgan Chase
74
JP Morgan Chase
New York
$1.58K +$1.5K +97 New
PWS
75
Private Wealth Strategies
Ohio
-$491K -30,803 Closed