MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

27 hedge funds and large institutions have $34.4M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.07M 448,474 +127,630 +40%
BTS
2
BB&T Securities
Virginia
$6.73M 42,700 -2,600 -6%
Bank of America
3
Bank of America
North Carolina
$4.08M 258,963 +4,364 +2%
AAM
4
Advisors Asset Management
Colorado
$2.49M 158,089 -12,199 -7%
AI
5
ArchPoint Investors
Florida
$1.91M 120,881 +120,881 New
RJA
6
Raymond James & Associates
Florida
$1.89M 119,879 +86,095 +255%
FIMG
7
Financial & Investment Management Group
Michigan
$1.58M 99,873 +99,873 New
GC
8
Guggenheim Capital
Illinois
$1.47M 93,422 +35,690 +62%
CA
9
Cetera Advisors
Colorado
$1.2M 76,178 +7,116 +10%
MIG
10
Mariner Investment Group
New York
$958K 60,740 +60,740 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$865K 54,833 +14,330 +35%
VKH
12
Virtu KCG Holdings
New York
$626K 39,708 +39,708 New
U
13
UBS
Switzerland
$579K 36,694 -23,700 -39%
Wells Fargo
14
Wells Fargo
California
$567K 35,990 +23,212 +182%
First Trust Advisors
15
First Trust Advisors
Illinois
$475K 30,089 -6,541 -18%
LPL Financial
16
LPL Financial
California
$440K 27,902 -24,964 -47%
AW
17
ACG Wealth
Georgia
$288K 18,280 +18,280 New
VanEck Associates
18
VanEck Associates
New York
$276K 17,490 +2,961 +20%
OC
19
Oppenheimer & Co
New York
$222K 14,056 +14,056 New
AQR Capital Management
20
AQR Capital Management
Connecticut
$194K 12,300 +12,300 New
SAM
21
SignalPoint Asset Management
Missouri
$181K 11,500 +11,500 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$144K 9,100 +9,100 New
Citigroup
23
Citigroup
New York
$59K 3,750
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$39K 2,500 +2,500 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$32K 2,000