MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

45 hedge funds and large institutions have $82.7M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$19.7M 1,008,532 +66,484 +7%
Morgan Stanley
2
Morgan Stanley
New York
$14.6M 747,130 +96,835 +15%
RJA
3
Raymond James & Associates
Florida
$10M 514,751 -8,569 -2%
UBS Group
4
UBS Group
Switzerland
$4.46M 228,255 -4,266 -2%
Wells Fargo
5
Wells Fargo
California
$4.32M 221,252 +58,025 +36%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.96M 202,738 +8,964 +5%
Invesco
7
Invesco
Georgia
$3.72M 190,577 -35,408 -16%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.62M 185,603 +14,651 +9%
GC
9
Guggenheim Capital
Illinois
$2.62M 134,116 -16,985 -11%
UR
10
USCA RIA
Texas
$1.91M 97,633
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.79M 91,810 +4,450 +5%
AAM
12
Advisors Asset Management
Colorado
$1.33M 68,218 -19,650 -22%
VanEck Associates
13
VanEck Associates
New York
$1.1M 56,091 -8,207 -13%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1.08M 55,237 +2,570 +5%
First Trust Advisors
15
First Trust Advisors
Illinois
$956K 48,992 -9,649 -16%
ASN
16
Advisory Services Network
Georgia
$732K 37,500
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$727K 37,250 +1,300 +4%
RIA
18
Regal Investment Advisors
Michigan
$633K 32,436 +3,515 +12%
LPL Financial
19
LPL Financial
California
$547K 28,027 +1,826 +7%
SWP
20
Stratos Wealth Partners
Ohio
$468K 24,000
Stifel Financial
21
Stifel Financial
Missouri
$450K 23,234 +6,552 +39%
CA
22
Cetera Advisors
Colorado
$402K 20,597
LFS
23
Legacy Financial Strategies
Kansas
$316K 16,190 +1,567 +11%
Ameriprise
24
Ameriprise
Minnesota
$306K 15,687 -532 -3%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$289K 14,809 +56 +0.4%