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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

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.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $111M → $124M (+$13.3M)

2.55% more ownership

Funds ownership: 24.28%26.83% (+2.6%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

9% less funds holding

Funds holding: 7467 (-7)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

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
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$268K +$569 +35 +0.2%
SFG
52
Sovereign Financial Group
Connecticut
$261K +$12.4K +761 +5%
Nomura Holdings
53
Nomura Holdings
Japan
$251K
CFGSD
54
Compass Financial Group (South Dakota)
South Dakota
$232K
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$216K -$187K -11,502 -47%
NLP
56
Next Level Private
New York
$207K
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$194K -$81.1K -4,983 -30%
Cerity Partners
58
Cerity Partners
New York
$177K +$1.12K +69 +0.6%
HF
59
HRT Financial
New York
$172K +$170K +10,434 New
PA
60
Parallel Advisors
California
$137K +$586 +36 +0.4%
Comerica Bank
61
Comerica Bank
Texas
$116K
CA
62
CoreCap Advisors
Michigan
$64.8K
S
63
SignatureFD
Georgia
$33.6K +$374 +23 +1%
CFFP
64
Center for Financial Planning
Michigan
$33.2K
NS
65
NBC Securities
Alabama
$33K
FFA
66
Farther Finance Advisors
California
$30.7K
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$16.6K
BFEC
68
Benjamin F. Edwards & Company
Missouri
$10K
LCM
69
Landscape Capital Management
New Jersey
-$396K -24,242 Closed
WAM
70
Wolverine Asset Management
Illinois
-$316K -19,327 Closed
GVAG
71
Great Valley Advisor Group
Delaware
-$204K -12,500 Closed
Citadel Advisors
72
Citadel Advisors
Florida
-$196K -11,987 Closed
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
-$185K -11,333 Closed
RCM
74
Robinson Capital Management
Michigan
-$176K -10,930 Closed
FFWM
75
Future Financial Wealth Management
Ohio
-$81.8K -5,000 Closed