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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

43 hedge funds and large institutions have $79.8M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

4% more capital invested

Capital invested by funds: $76.8M → $79.8M (+$2.99M)

0.42% more ownership

Funds ownership: 14.32%14.75% (+0.42%)

4% less funds holding

Funds holding: 4543 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
18
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
$18.5M +$1.28M +64,928 +7%
Morgan Stanley
2
Morgan Stanley
New York
$12.8M +$354K +18,016 +3%
RJA
3
Raymond James & Associates
Florida
$10.3M +$169K +8,578 +2%
UBS Group
4
UBS Group
Switzerland
$4.57M +$153K +7,760 +3%
Invesco
5
Invesco
Georgia
$4.44M -$430K -21,853 -9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.81M +$839K +42,678 +28%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.36M +$145K +7,391 +5%
Wells Fargo
8
Wells Fargo
California
$3.21M +$189K +9,632 +6%
GC
9
Guggenheim Capital
Illinois
$2.97M +$129K +6,553 +5%
UR
10
USCA RIA
Texas
$1.92M +$37.9K +1,930 +2%
AAM
11
Advisors Asset Management
Colorado
$1.73M -$789K -40,148 -31%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$1.72M +$143K +7,280 +9%
VanEck Associates
13
VanEck Associates
New York
$1.26M +$104K +5,273 +9%
First Trust Advisors
14
First Trust Advisors
Illinois
$1.15M -$47.9K -2,437 -4%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.03M +$151K +7,685 +17%
ASN
16
Advisory Services Network
Georgia
$737K
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$691K -$13.8K -700 -2%
RIA
18
Regal Investment Advisors
Michigan
$568K +$569K +28,921 New
LPL Financial
19
LPL Financial
California
$515K +$43.1K +2,192 +9%
SWP
20
Stratos Wealth Partners
Ohio
$471K
CA
21
Cetera Advisors
Colorado
$404K -$48K -2,440 -11%
Stifel Financial
22
Stifel Financial
Missouri
$326K +$114K +5,800 +53%
Ameriprise
23
Ameriprise
Minnesota
$319K +$34.1K +1,735 +12%
BTS
24
BB&T Securities
Virginia
$300K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$290K -$182K -9,279 -39%