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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

68 hedge funds and large institutions have $80.7M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $84.5M → $80.7M (-$3.73M)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

1.31% less ownership

Funds ownership: 30.25%28.94% (-1.3%)

9% less funds holding

Funds holding: 7568 (-7)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
21
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$206K +$212K +13,894 New
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$193K -$46.4K -3,032 -19%
NW
53
NewEdge Wealth
Pennsylvania
$171K
WAM
54
Wolverine Asset Management
Illinois
$165K -$1.18M -77,072 -87%
RC
55
Rareview Capital
Nevada
$159K +$165K +10,767 New
FIT
56
Financially in Tune
Massachusetts
$155K
OC
57
Oppenheimer & Co
New York
$152K +$156K +10,208 New
PPW
58
Pasadena Private Wealth
California
$149K
AAP
59
Arax Advisory Partners
Colorado
$132K -$91.7K -6,000 -40%
HI
60
Harbour Investments
Wisconsin
$70.1K +$72.2K +4,720 New
CA
61
CoreCap Advisors
Michigan
$58.1K
PF
62
PlanVest Financial
Maryland
$57.9K +$59.6K +3,900 New
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$54.2K +$55.8K +3,647 New
KFA
64
Kelleher Financial Advisors
New York
$13.7K
SWIM
65
Smallwood Wealth Investment Management
New Jersey
$11.1K
FIA
66
FNY Investment Advisers
New York
$8K
FFA
67
Farther Finance Advisors
California
$7.45K
HNB
68
Huntington National Bank
Ohio
$2.47K
MWPCG
69
Measured Wealth Private Client Group
New Hampshire
$208
Pathstone Holdings
70
Pathstone Holdings
New Jersey
-$1.04M -69,607 Closed
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
-$931K -62,636 Closed
Millennium Management
72
Millennium Management
New York
-$388K -26,081 Closed
Jane Street
73
Jane Street
New York
-$328K -22,064 Closed
BOPW
74
Brandywine Oak Private Wealth
Pennsylvania
-$297K -20,000 Closed
USCWA
75
U.S. Capital Wealth Advisors
Texas
-$283K -19,026 Closed