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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

46 hedge funds and large institutions have $86.2M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 4546 (+1)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

4% more capital invested

Capital invested by funds: $82.7M → $86.2M (+$3.48M)

0.02% more ownership

Funds ownership: 15.37%15.39% (+0.02%)

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
14
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
$19.8M -$660K -33,202 -3%
Morgan Stanley
2
Morgan Stanley
New York
$15.7M +$465K +23,396 +3%
RJA
3
Raymond James & Associates
Florida
$10.5M +$73.8K +3,713 +0.7%
Wells Fargo
4
Wells Fargo
California
$5.09M +$581K +29,213 +13%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.6M +$469K +23,593 +12%
UBS Group
6
UBS Group
Switzerland
$4M -$621K -31,261 -14%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.95M +$173K +8,723 +5%
Invesco
8
Invesco
Georgia
$3.1M -$760K -38,250 -20%
GC
9
Guggenheim Capital
Illinois
$2.01M -$696K -35,039 -26%
UR
10
USCA RIA
Texas
$1.94M -$42.3K -2,130 -2%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.84M -$24.3K -1,224 -1%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.68M +$546K +27,490 +50%
LPL Financial
13
LPL Financial
California
$1.44M +$847K +42,604 +152%
VanEck Associates
14
VanEck Associates
New York
$1.33M +$190K +9,549 +17%
First Trust Advisors
15
First Trust Advisors
Illinois
$924K -$69.9K -3,517 -7%
SFWA
16
Summit Financial Wealth Advisors
Louisiana
$830K +$69.6K +3,500 +9%
AAM
17
Advisors Asset Management
Colorado
$798K -$575K -28,929 -42%
ASN
18
Advisory Services Network
Georgia
$762K
Stifel Financial
19
Stifel Financial
Missouri
$506K +$34.5K +1,735 +7%
SWP
20
Stratos Wealth Partners
Ohio
$488K
CA
21
Cetera Advisors
Colorado
$419K
Ameriprise
22
Ameriprise
Minnesota
$390K +$69.3K +3,486 +22%
GSWM
23
Golden State Wealth Management
California
$389K +$380K +19,128 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$334K +$71.7K +3,609 +28%
AG
25
Advisor Group
Arizona
$319K +$94.9K +4,776 +44%