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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

38 hedge funds and large institutions have $77.6M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

4% more capital invested

Capital invested by funds: $74.4M → $77.6M (+$3.23M)

0.32% more ownership

Funds ownership: 13.72%14.04% (+0.32%)

3% less funds holding

Funds holding: 3938 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.4M -$289K -14,407 -2%
Morgan Stanley
2
Morgan Stanley
New York
$10.8M -$167K -8,345 -2%
RJA
3
Raymond James & Associates
Florida
$8.6M -$133K -6,642 -2%
GC
4
Guggenheim Capital
Illinois
$7.23M -$693K -34,533 -9%
AAM
5
Advisors Asset Management
Colorado
$5.09M +$495K +24,689 +11%
UBS Group
6
UBS Group
Switzerland
$4.29M +$372K +18,549 +9%
Invesco
7
Invesco
Georgia
$3.99M +$1.07M +53,408 +37%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.49M +$369K +18,410 +12%
Wells Fargo
9
Wells Fargo
California
$3.18M -$41.9K -2,087 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.63M +$152K +7,560 +10%
UR
11
USCA RIA
Texas
$1.44M
First Trust Advisors
12
First Trust Advisors
Illinois
$1.17M +$50.4K +2,513 +5%
VanEck Associates
13
VanEck Associates
New York
$1.14M +$69.9K +3,483 +7%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$857K +$559K +27,847 +187%
SWP
15
Stratos Wealth Partners
Ohio
$699K
ASN
16
Advisory Services Network
Georgia
$562K
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$539K +$202K +10,062 +60%
SFWA
18
Summit Financial Wealth Advisors
Louisiana
$533K -$66.2K -3,300 -11%
RIA
19
Regal Investment Advisors
Michigan
$471K +$34.8K +1,737 +8%
TPWA
20
TRUE Private Wealth Advisors
Oregon
$399K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$355K -$14.9K -743 -4%
CA
22
Cetera Advisors
Colorado
$316K
LPL Financial
23
LPL Financial
California
$292K +$9.03K +450 +3%
Ameriprise
24
Ameriprise
Minnesota
$273K
Citigroup
25
Citigroup
New York
$270K +$14.2K +710 +6%