MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

73 hedge funds and large institutions have $126M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 31 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
+13
Holders Change %
+21.67%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
13
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.4M
2
SIA
2
Sit Investment Associates
Minnesota
$7.14M
3
AC
3
Almitas Capital
California
$4.83M
4
COLIM
4
City of London Investment Management
United Kingdom
$3.46M
5
1CP
5
1607 Capital Partners
Virginia
$1.5M

Top Sellers

1
XF
1
XML Financial
Maryland
$3.64M
2
AAM
2
Advisors Asset Management
Colorado
$4.7M
3
Bank of America
3
Bank of America
North Carolina
$15.3M
4
LPL Financial
4
LPL Financial
California
$1.92M
5
TCA
5
Transcend Capital Advisors
New Jersey
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
IC
76
IEQ Capital
California
– – -10,087 Closed
RW
77
RVW Wealth
California
– – -1,200 Closed
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
– – -1,000 Closed
CFGS
79
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4