MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

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.

Holders
73
Holders Change
+13
Holders Change %
+21.67%
% of All Funds
1.07%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.4M
2
SIA
2
Sit Investment Associates
Minnesota
$7.14M
3
AC
3
Almitas Capital
California
$4.83M
4
COLIM
4
City of London Investment Management
United Kingdom
$3.46M
5
1CP
5
1607 Capital Partners
Virginia
$1.5M

Top Sellers

1
XF
1
XML Financial
Maryland
$3.64M
2
AAM
2
Advisors Asset Management
Colorado
$4.7M
3
Bank of America
3
Bank of America
North Carolina
$15.3M
4
LPL Financial
4
LPL Financial
California
$1.92M
5
TCA
5
Transcend Capital Advisors
New Jersey
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
51
Snowden Capital Advisors
New York
$263K 16,184 -15,004 -48%
Truist Financial
52
Truist Financial
North Carolina
$262K 16,122 +36 +0.2%
SWP
53
Stratos Wealth Partners
Ohio
$261K 16,059 +16,059 New
SFG
54
Sovereign Financial Group
Connecticut
$242K 14,870 -2,708 -15%
BOPW
55
Brandywine Oak Private Wealth
Pennsylvania
$234K 14,400 – –
CFGSD
56
Compass Financial Group (South Dakota)
South Dakota
$228K 14,014 – –
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$225K 13,816 -13,567 -50%
LFS
58
Legacy Financial Strategies
Kansas
$212K 13,075 -12,803 -49%
NLP
59
Next Level Private
New York
$203K 12,500 – –
KPWS
60
Kestra Private Wealth Services
Texas
$191K 11,775 -16,902 -59%
PWS
61
Paragon Wealth Strategies
Florida
$181K 11,158 – –
RCM
62
Robinson Capital Management
Michigan
$178K 10,930 +10,930 New
CA
63
Cetera Advisors
Colorado
$175K 10,799 -4,000 -27%
Cerity Partners
64
Cerity Partners
New York
$172K 10,563 -18,234 -63%
PA
65
Parallel Advisors
California
$134K 8,224 +8,224 New
EC
66
Elequin Capital
New York
$126K 7,727 +7,727 New
Comerica Bank
67
Comerica Bank
Texas
$97.5K 6,000 – –
CFFP
68
Center for Financial Planning
Michigan
$32.5K 2,000 – –
NS
69
NBC Securities
Alabama
$32K 2,000 +1,000 +100%
FFA
70
Farther Finance Advisors
California
$30.5K 1,875 – –
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$16.3K 1,000 – –
BFEC
72
Benjamin F. Edwards & Company
Missouri
$10K 600 – –
MSG
73
Main Street Group
Virginia
$7.41K 456 +456 New
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$1.58K 97 +97 New
PWS
75
Private Wealth Strategies
Ohio
– – -30,803 Closed
1 2
3
4