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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.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

13% more funds holding

Funds holding: 3843 (+5)

0.26% less ownership

Funds ownership: 14.04%13.78% (-0.26%)

3% less capital invested

Capital invested by funds: $77.6M → $75.3M (-$2.31M)

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 Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$16.3M -$1.87M -94,838 -10%
Morgan Stanley
2
Morgan Stanley
New York
$9.96M -$690K -34,979 -7%
RJA
3
Raymond James & Associates
Florida
$9.02M +$525K +26,594 +6%
AAM
4
Advisors Asset Management
Colorado
$5M -$38.2K -1,937 -0.8%
Invesco
5
Invesco
Georgia
$4.9M +$952K +48,254 +24%
UBS Group
6
UBS Group
Switzerland
$4.8M +$552K +27,969 +13%
GC
7
Guggenheim Capital
Illinois
$4.49M -$2.63M -133,523 -37%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.59M +$145K +7,361 +4%
Wells Fargo
9
Wells Fargo
California
$3.33M +$186K +9,424 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.15M +$529K +26,804 +33%
UR
11
USCA RIA
Texas
$1.55M +$95K +4,816 +7%
First Trust Advisors
12
First Trust Advisors
Illinois
$1.18M +$18.3K +929 +2%
VanEck Associates
13
VanEck Associates
New York
$1.17M +$38.1K +1,933 +3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$1.1M +$255K +12,945 +30%
SFWA
15
Summit Financial Wealth Advisors
Louisiana
$717K +$189K +9,600 +36%
SWP
16
Stratos Wealth Partners
Ohio
$674K -$16.8K -850 -2%
ASN
17
Advisory Services Network
Georgia
$605K +$49.3K +2,500 +9%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$534K +$1.28K +65 +0.2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$519K +$168K +8,503 +48%
TPWA
20
TRUE Private Wealth Advisors
Oregon
$394K
LPL Financial
21
LPL Financial
California
$319K +$30.2K +1,530 +11%
CA
22
Cetera Advisors
Colorado
$314K
Stifel Financial
23
Stifel Financial
Missouri
$305K +$42.2K +2,139 +16%
Ameriprise
24
Ameriprise
Minnesota
$297K +$27.6K +1,400 +10%
Citigroup
25
Citigroup
New York
$271K +$3.95K +200 +1%