MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

43 hedge funds and large institutions have $75.3M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$16.3M 823,704 -94,838 -10%
Morgan Stanley
2
Morgan Stanley
New York
$9.96M 502,048 -34,979 -7%
RJA
3
Raymond James & Associates
Florida
$9.02M 454,820 +26,594 +6%
AAM
4
Advisors Asset Management
Colorado
$5M 251,873 -1,937 -0.8%
Invesco
5
Invesco
Georgia
$4.9M 247,101 +48,254 +24%
UBS Group
6
UBS Group
Switzerland
$4.8M 241,917 +27,969 +13%
GC
7
Guggenheim Capital
Illinois
$4.49M 226,579 -133,523 -37%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.59M 181,174 +7,361 +4%
Wells Fargo
9
Wells Fargo
California
$3.33M 167,866 +9,424 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.15M 108,218 +26,804 +33%
UR
11
USCA RIA
Texas
$1.55M 78,022 +4,816 +7%
First Trust Advisors
12
First Trust Advisors
Illinois
$1.18M 59,242 +929 +2%
VanEck Associates
13
VanEck Associates
New York
$1.17M 58,902 +1,933 +3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$1.1M 55,654 +12,945 +30%
SFWA
15
Summit Financial Wealth Advisors
Louisiana
$717K 36,150 +9,600 +36%
SWP
16
Stratos Wealth Partners
Ohio
$674K 34,000 -850 -2%
ASN
17
Advisory Services Network
Georgia
$605K 30,500 +2,500 +9%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$534K 26,936 +65 +0.2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$519K 26,191 +8,503 +48%
TPWA
20
TRUE Private Wealth Advisors
Oregon
$394K 19,900
LPL Financial
21
LPL Financial
California
$319K 16,069 +1,530 +11%
CA
22
Cetera Advisors
Colorado
$314K 15,737
Stifel Financial
23
Stifel Financial
Missouri
$305K 15,469 +2,139 +16%
Ameriprise
24
Ameriprise
Minnesota
$297K 14,984 +1,400 +10%
Citigroup
25
Citigroup
New York
$271K 13,660 +200 +1%