MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

74 hedge funds and large institutions have $111M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.7M
2
Jane Street
2
Jane Street
New York
$2.82M
3
LPL Financial
3
LPL Financial
California
$2.88M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$745K
5
Ameriprise
5
Ameriprise
Minnesota
$4.37M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.3M
2
GC
2
Guggenheim Capital
Illinois
$4.05M
3
AC
3
Almitas Capital
California
$3.67M
4
AAM
4
Advisors Asset Management
Colorado
$3.59M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
51
Snowden Capital Advisors
New York
$267K 16,355 +171 +1%
Truist Financial
52
Truist Financial
North Carolina
$264K 16,156 +34 +0.2%
Nomura Holdings
53
Nomura Holdings
Japan
$248K 15,141 +15,141 New
SFG
54
Sovereign Financial Group
Connecticut
$245K 14,993 +123 +0.8%
CFGSD
55
Compass Financial Group (South Dakota)
South Dakota
$229K 14,014 – –
BOPW
56
Brandywine Oak Private Wealth
Pennsylvania
$229K 14,000 -400 -3%
GVAG
57
Great Valley Advisor Group
Delaware
$204K 12,500 -12,400 -50%
NLP
58
Next Level Private
New York
$204K 12,500 – –
SWP
59
Stratos Wealth Partners
Ohio
$201K 12,322 -3,737 -23%
Citadel Advisors
60
Citadel Advisors
Florida
$196K 11,987 +11,987 New
LFS
61
Legacy Financial Strategies
Kansas
$195K 11,905 -1,170 -9%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$185K 11,333 +11,333 New
RCM
63
Robinson Capital Management
Michigan
$176K 10,930 – –
Cerity Partners
64
Cerity Partners
New York
$174K 10,631 +68 +0.6%
PA
65
Parallel Advisors
California
$135K 8,236 +12 +0.1%
Comerica Bank
66
Comerica Bank
Texas
$114K 7,000 +1,000 +17%
FFWM
67
Future Financial Wealth Management
Ohio
$81.8K 5,000 +5,000 New
CA
68
CoreCap Advisors
Michigan
$63.9K 3,910 +3,910 New
S
69
SignatureFD
Georgia
$32.8K 2,007 +2,007 New
CFFP
70
Center for Financial Planning
Michigan
$32.7K 2,000 – –
NS
71
NBC Securities
Alabama
$32K 2,000 – –
FFA
72
Farther Finance Advisors
California
$30.4K 1,875 – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$16.4K 1,000 – –
BFEC
74
Benjamin F. Edwards & Company
Missouri
$10K 600 – –
MSG
75
Main Street Group
Virginia
$7.4K 456 – –
1 2
3
4