MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

67 hedge funds and large institutions have $124M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
-7
Holders Change %
-9.46%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
3
Increased
25
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$5.33M
2
AC
2
Almitas Capital
California
$8.3M
3
Jane Street
3
Jane Street
New York
$6.99M
4
SIA
4
Sit Investment Associates
Minnesota
$13.8M
5
KAS
5
Kestra Advisory Services
Texas
$1.26M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$2.83M
2
Bank of America
2
Bank of America
North Carolina
$14M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$649K
4
AAM
4
Advisors Asset Management
Colorado
$3.03M
5
XF
5
XML Financial
Maryland
$2.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$268K 16,191 +35 +0.2%
SFG
52
Sovereign Financial Group
Connecticut
$261K 15,754 +761 +5%
Nomura Holdings
53
Nomura Holdings
Japan
$251K 15,141 – –
CFGSD
54
Compass Financial Group (South Dakota)
South Dakota
$232K 14,014 – –
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$216K 13,045 -11,502 -47%
NLP
56
Next Level Private
New York
$207K 12,500 – –
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$194K 11,714 -4,983 -30%
Cerity Partners
58
Cerity Partners
New York
$177K 10,700 +69 +0.6%
HF
59
HRT Financial
New York
$172K 10,434 +10,434 New
PA
60
Parallel Advisors
California
$137K 8,272 +36 +0.4%
Comerica Bank
61
Comerica Bank
Texas
$116K 7,000 – –
CA
62
CoreCap Advisors
Michigan
$64.8K 3,910 – –
S
63
SignatureFD
Georgia
$33.7K 2,030 +23 +1%
CFFP
64
Center for Financial Planning
Michigan
$33.2K 2,000 – –
NS
65
NBC Securities
Alabama
$33K 2,000 – –
FFA
66
Farther Finance Advisors
California
$30.7K 1,875 – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$16.6K 1,000 – –
BFEC
68
Benjamin F. Edwards & Company
Missouri
$10K 600 – –
LCM
69
Landscape Capital Management
New Jersey
– – -24,242 Closed
WAM
70
Wolverine Asset Management
Illinois
– – -19,327 Closed
GVAG
71
Great Valley Advisor Group
Delaware
– – -12,500 Closed
Citadel Advisors
72
Citadel Advisors
Florida
– – -11,987 Closed
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
– – -11,333 Closed
RCM
74
Robinson Capital Management
Michigan
– – -10,930 Closed
FFWM
75
Future Financial Wealth Management
Ohio
– – -5,000 Closed
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3
4