MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

65 hedge funds and large institutions have $65.5M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
$5.43M
2
Raymond James Financial
Raymond James Financial
Florida
$5.93M
3
GC
Guggenheim Capital
Illinois
$1.93M
4
Wells Fargo
Wells Fargo
California
$4.52M
5
AQR Capital Management
AQR Capital Management
Connecticut
$606K

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$463K
2
Ameriprise
Ameriprise
Minnesota
$452K
3
COLIM
City of London Investment Management
United Kingdom
$1.65M
4
AAM
Advisors Asset Management
Colorado
$396K
5
UBS Group
UBS Group
Switzerland
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$215K +$22.7K +1,506 +12%
CFGSD
52
Compass Financial Group (South Dakota)
South Dakota
$211K – – –
NW
53
NewEdge Wealth
Pennsylvania
$202K – – –
AC
54
AlphaCore Capital
California
$190K +$190K +12,617 New
WAM
55
Wolverine Asset Management
Illinois
$190K +$190K +12,572 New
MSFS
56
Main Street Financial Solutions
Pennsylvania
$187K +$187K +12,380 New
TCA
57
Transcend Capital Advisors
New Jersey
$183K +$183K +12,141 New
OC
58
Oppenheimer & Co
New York
$161K +$161K +10,700 New
HNB
59
Huntington National Bank
Ohio
$132K -$131K – –
Comerica Bank
60
Comerica Bank
Texas
$114K +$8.01K +531 +8%
CA
61
CoreCap Advisors
Michigan
$59K – – –
CFFP
62
Center for Financial Planning
Michigan
$30.2K – – –
NS
63
NBC Securities
Alabama
$30K +$30K +1,998 +99,900%
SWIM
64
Smallwood Wealth Investment Management
New Jersey
$11.2K +$11.2K +745 New
FFA
65
Farther Finance Advisors
California
$7.58K -$20.8K -1,375 -73%
S
66
SignatureFD
Georgia
$121 -$31.2K -2,066 -100%
Nomura Holdings
67
Nomura Holdings
Japan
– -$354K -23,700 Closed
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
– -$298K -19,968 Closed
Walleye Capital
69
Walleye Capital
New York
– -$246K -16,486 Closed
XT
70
XTX Topco
Cayman Islands
– -$189K -12,670 Closed
Jane Street
71
Jane Street
New York
– -$157K -10,549 Closed
EC
72
Elequin Capital
New York
– -$69.9K -4,682 Closed
IA
73
IFP Advisors
Florida
– -$14.9K -1,000 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
– -$15 -1 Closed
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