MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

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.

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.93%
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
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$19.5M
2
Jane Street
2
Jane Street
New York
$11.7M
3
AC
3
Almitas Capital
California
$9.89M
4
Ameriprise
4
Ameriprise
Minnesota
$4.94M
5
CWP
5
Cyndeo Wealth Partners
Florida
$283K

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
Bank of America
2
Bank of America
North Carolina
$12.4M
3
GC
3
Guggenheim Capital
Illinois
$1.5M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$0
5
AAM
5
Advisors Asset Management
Colorado
$2.08M
Name Market Value Shares Shares
Change 		Shares
Change %
LFS
51
Legacy Financial Strategies
Kansas
$212K 12,546 -4,899 -28%
NLP
52
Next Level Private
New York
$211K 12,500 – –
Citadel Advisors
53
Citadel Advisors
Florida
$208K 12,309 +12,309 New
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$198K 11,732 +18 +0.2%
PA
55
Parallel Advisors
California
$140K 8,307 +35 +0.4%
Comerica Bank
56
Comerica Bank
Texas
$118K 7,000 – –
WAM
57
Wolverine Asset Management
Illinois
$112K 6,644 +6,644 New
FFWM
58
Future Financial Wealth Management
Ohio
$84.3K 5,000 +5,000 New
CA
59
CoreCap Advisors
Michigan
$65.9K 3,910 – –
S
60
SignatureFD
Georgia
$34.6K 2,051 +21 +1%
CFFP
61
Center for Financial Planning
Michigan
$33.7K 2,000 – –
NS
62
NBC Securities
Alabama
$33K 2,000 – –
FFA
63
Farther Finance Advisors
California
$31.6K 1,875 – –
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$16.9K 1,000 – –
IA
65
IFP Advisors
Florida
$16.9K 1,000 +1,000 New
AW
66
Atlas Wealth
Ohio
– – -323,207 Closed
USCWA
67
U.S. Capital Wealth Advisors
Texas
– – -67,010 Closed
Cohen & Steers
68
Cohen & Steers
New York
– – -44,501 Closed
BW
69
Bison Wealth
Georgia
– – -19,218 Closed
Nomura Holdings
70
Nomura Holdings
Japan
– – -15,141 Closed
Cerity Partners
71
Cerity Partners
New York
– – -10,700 Closed
HF
72
HRT Financial
New York
– – -10,434 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
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