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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

61 hedge funds and large institutions have $57.9M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

5% less funds holding

Funds holding: 6461 (-3)

12.46% less ownership

Funds ownership: 26.32%13.85% (-12%)

53% less capital invested

Capital invested by funds: $124M → $57.9M (-$66.3M)

57% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
10
Reduced
23
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XT
51
XTX Topco
Cayman Islands
$189K +$205K +12,670 New
Jane Street
52
Jane Street
New York
$157K -$11M -681,451 -98%
HNB
53
Huntington National Bank
Ohio
$131K
Comerica Bank
54
Comerica Bank
Texas
$105K
EC
55
Elequin Capital
New York
$69.9K +$75.7K +4,682 New
CA
56
CoreCap Advisors
Michigan
$58.4K
S
57
SignatureFD
Georgia
$31K +$372 +23 +1%
CFFP
58
Center for Financial Planning
Michigan
$29.9K
FFA
59
Farther Finance Advisors
California
$28K
IA
60
IFP Advisors
Florida
$14.9K
NS
61
NBC Securities
Alabama
$29 -$32.3K -1,998 -100%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$15 +$16 +1 New
SIA
63
Sit Investment Associates
Minnesota
-$19.5M -1,154,360 Closed
AC
64
Almitas Capital
California
-$9.89M -586,738 Closed
AI
65
ArchPoint Investors
Florida
-$1.85M -109,514 Closed
TCA
66
Transcend Capital Advisors
New Jersey
-$1.52M -90,437 Closed
KAS
67
Kestra Advisory Services
Texas
-$1.41M -83,369 Closed
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
-$851K -50,483 Closed
1CP
69
1607 Capital Partners
Virginia
-$719K -42,660 Closed
KWM
70
Kingsview Wealth Management
Oregon
-$644K -38,208 Closed
KPWS
71
Kestra Private Wealth Services
Texas
-$631K -37,423 Closed
SWP
72
Stratos Wealth Partners
Ohio
-$438K -26,005 Closed
WWM
73
Western Wealth Management
Colorado
-$334K -19,805 Closed
SCA
74
Snowden Capital Advisors
New York
-$288K -17,067 Closed
Truist Financial
75
Truist Financial
North Carolina
-$274K -16,225 Closed

MMD Hedge Fund Activity: Q4 2024 in Review

61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) for Q4 2024, worth a combined $57.9M — down 53% from $124M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of MMD and 21 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 10 added.

The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $1.94M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $19.5M sold.

  • 61 institutional investors held MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) as of Q4 2024, down from 64 in Q3 2024.
  • Funds reported $57.9M of MainStay MacKay DefinedTerm Municipal Opportunities Fund stock for Q4 2024, down 53% quarter-over-quarter.
  • 21 funds opened new MainStay MacKay DefinedTerm Municipal Opportunities Fund positions in Q4 2024 and 22 closed out, a net change of -1 holder.
  • The largest MainStay MacKay DefinedTerm Municipal Opportunities Fund buyer in Q4 2024 was Hennion & Walsh Asset Management, an estimated $1.94M added.
  • The largest MainStay MacKay DefinedTerm Municipal Opportunities Fund seller in Q4 2024 was Sit Investment Associates, an estimated $19.5M sold.

Based on aggregated 13F filings for Q4 2024.