We are live on ! Find out more
MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

41 hedge funds and large institutions have $73.3M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

0.36% more ownership

Funds ownership: 13.78%14.14% (+0.36%)

3% less capital invested

Capital invested by funds: $75.3M → $73.3M (-$1.97M)

5% less funds holding

Funds holding: 4341 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
11
Closed
5
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
$15.1M -$397K -20,682 -3%
Morgan Stanley
2
Morgan Stanley
New York
$11.2M +$1.74M +90,542 +18%
RJA
3
Raymond James & Associates
Florida
$9.42M +$874K +45,545 +10%
Invesco
4
Invesco
Georgia
$4.72M +$70.3K +3,663 +1%
UBS Group
5
UBS Group
Switzerland
$4.46M -$94.6K -4,930 -2%
GC
6
Guggenheim Capital
Illinois
$4.06M -$207K -10,781 -5%
AAM
7
Advisors Asset Management
Colorado
$4.04M -$705K -36,733 -15%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.33M -$85.8K -4,471 -2%
Wells Fargo
9
Wells Fargo
California
$3.08M -$77.4K -4,031 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.15M +$114K +5,946 +5%
UR
11
USCA RIA
Texas
$1.54M +$68.7K +3,577 +5%
First Trust Advisors
12
First Trust Advisors
Illinois
$1.15M +$38.6K +2,011 +3%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$1.11M +$67.3K +3,505 +6%
VanEck Associates
14
VanEck Associates
New York
$1.1M -$6.53K -340 -0.6%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$846K +$361K +18,791 +72%
SFWA
16
Summit Financial Wealth Advisors
Louisiana
$690K +$9.6K +500 +1%
Stifel Financial
17
Stifel Financial
Missouri
$682K +$399K +20,765 +134%
ASN
18
Advisory Services Network
Georgia
$612K +$38.4K +2,000 +7%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$514K +$7.03K +366 +1%
SWP
20
Stratos Wealth Partners
Ohio
$468K -$176K -9,150 -27%
LPL Financial
21
LPL Financial
California
$375K +$74K +3,855 +24%
LCM
22
Laurion Capital Management
New York
$350K +$356K +18,574 New
BTS
23
BB&T Securities
Virginia
$310K +$107K +5,594 +51%
Ameriprise
24
Ameriprise
Minnesota
$282K
QCIG
25
Quad-Cities Investment Group
Iowa
$244K +$248K +12,923 New