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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

64 hedge funds and large institutions have $124M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $124M → $124M (-$185K)

0.51% less ownership

Funds ownership: 26.83%26.32% (-0.51%)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

4% less funds holding

Funds holding: 6764 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
22
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFS
51
Legacy Financial Strategies
Kansas
$212K -$81.8K -4,899 -28%
NLP
52
Next Level Private
New York
$211K
Citadel Advisors
53
Citadel Advisors
Florida
$208K +$206K +12,309 New
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$198K +$301 +18 +0.2%
PA
55
Parallel Advisors
California
$140K +$585 +35 +0.4%
Comerica Bank
56
Comerica Bank
Texas
$118K
WAM
57
Wolverine Asset Management
Illinois
$112K +$111K +6,644 New
FFWM
58
Future Financial Wealth Management
Ohio
$84.3K +$83.5K +5,000 New
CA
59
CoreCap Advisors
Michigan
$65.9K
S
60
SignatureFD
Georgia
$34.6K +$351 +21 +1%
CFFP
61
Center for Financial Planning
Michigan
$33.7K
NS
62
NBC Securities
Alabama
$33K
FFA
63
Farther Finance Advisors
California
$31.6K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$16.9K
IA
65
IFP Advisors
Florida
$16.9K +$16.7K +1,000 New
AW
66
Atlas Wealth
Ohio
-$5.33M -323,207 Closed
USCWA
67
U.S. Capital Wealth Advisors
Texas
-$1.11M -67,010 Closed
Cohen & Steers
68
Cohen & Steers
New York
-$738K -44,501 Closed
BW
69
Bison Wealth
Georgia
-$314K -19,218 Closed
Nomura Holdings
70
Nomura Holdings
Japan
-$251K -15,141 Closed
Cerity Partners
71
Cerity Partners
New York
-$177K -10,700 Closed
HF
72
HRT Financial
New York
-$172K -10,434 Closed