MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

45 hedge funds and large institutions have $76.8M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.93M
4
CWM
4
Cornerstone Wealth Management
Missouri
$504K
5
CA
5
Cetera Advisors
Colorado
$449K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.48M
2
GC
2
Guggenheim Capital
Illinois
$2.8M
3
Stifel Financial
3
Stifel Financial
Missouri
$208K
4
LCM
4
Laurion Capital Management
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$17M 877,120 +74,098 +9%
Morgan Stanley
2
Morgan Stanley
New York
$12.3M 632,279 +39,689 +7%
RJA
3
Raymond James & Associates
Florida
$9.98M 514,742 +14,377 +3%
Invesco
4
Invesco
Georgia
$4.81M 247,838 -2,926 -1%
UBS Group
5
UBS Group
Switzerland
$4.36M 224,761 -12,226 -5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.17M 163,561 -13,142 -7%
Wells Fargo
7
Wells Fargo
California
$2.98M 153,595 -10,240 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.93M 151,096 +36,932 +32%
GC
9
Guggenheim Capital
Illinois
$2.8M 144,548 -71,250 -33%
AAM
10
Advisors Asset Management
Colorado
$2.48M 128,016 -87,124 -40%
UR
11
USCA RIA
Texas
$1.86M 95,703 +14,104 +17%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$1.55M 80,080 +20,921 +35%
First Trust Advisors
13
First Trust Advisors
Illinois
$1.18M 61,078 -175 -0.3%
VanEck Associates
14
VanEck Associates
New York
$1.14M 59,025 +463 +0.8%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$846K 44,982 – –
ASN
16
Advisory Services Network
Georgia
$729K 37,500 +5,000 +15%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$690K 36,650 – –
CWM
18
Cornerstone Wealth Management
Missouri
$504K 9,787 +9,787 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$466K 24,032 -3,270 -12%
LPL Financial
20
LPL Financial
California
$466K 24,009 +4,085 +21%
SWP
21
Stratos Wealth Partners
Ohio
$465K 24,000 -850 -3%
CA
22
Cetera Advisors
Colorado
$449K 23,037 +23,037 New
HCM
23
Harvest Capital Management
New Hampshire
$339K 17,500 +17,500 New
BTS
24
BB&T Securities
Virginia
$296K 15,286 -1,200 -7%
Ameriprise
25
Ameriprise
Minnesota
$281K 14,484 -500 -3%
1
2