MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

60 hedge funds and large institutions have $57.4M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 22 closing their positions.

Holders
60
Holders Change
-4
Holders Change %
-6.25%
% 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
20
Increased
10
Reduced
23
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$1.79M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.38M
3
PAS
3
Park Avenue Securities
New York
$1.3M
4
LSC
4
Logan Stone Capital
Illinois
$1.22M
5
RAM
5
Readystate Asset Management
Illinois
$1.21M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
Jane Street
2
Jane Street
New York
$157K
3
AC
3
Almitas Capital
California
$0
4
Bank of America
4
Bank of America
North Carolina
$4.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$157K 10,549 -681,451 -98%
HNB
52
Huntington National Bank
Ohio
– – – –
Comerica Bank
53
Comerica Bank
Texas
$105K 7,000 – –
EC
54
Elequin Capital
New York
$69.9K 4,682 +4,682 New
CA
55
CoreCap Advisors
Michigan
$58.4K 3,910 – –
S
56
SignatureFD
Georgia
$31K 2,074 +23 +1%
CFFP
57
Center for Financial Planning
Michigan
$29.9K 2,000 – –
FFA
58
Farther Finance Advisors
California
$28K 1,875 – –
IA
59
IFP Advisors
Florida
$14.9K 1,000 – –
NS
60
NBC Securities
Alabama
$29 2 -1,998 -100%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$15 1 +1 New
SIA
62
Sit Investment Associates
Minnesota
– – -1,154,360 Closed
AC
63
Almitas Capital
California
– – -586,738 Closed
AI
64
ArchPoint Investors
Florida
– – -109,514 Closed
TCA
65
Transcend Capital Advisors
New Jersey
– – -90,437 Closed
KAS
66
Kestra Advisory Services
Texas
– – -83,369 Closed
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
– – -50,483 Closed
1CP
68
1607 Capital Partners
Virginia
– – -42,660 Closed
KWM
69
Kingsview Wealth Management
Oregon
– – -38,208 Closed
KPWS
70
Kestra Private Wealth Services
Texas
– – -37,423 Closed
SWP
71
Stratos Wealth Partners
Ohio
– – -26,005 Closed
WWM
72
Western Wealth Management
Colorado
– – -19,805 Closed
SCA
73
Snowden Capital Advisors
New York
– – -17,067 Closed
Truist Financial
74
Truist Financial
North Carolina
– – -16,225 Closed
Invesco
75
Invesco
Georgia
– – -15,024 Closed
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