MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

43 hedge funds and large institutions have $87.5M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
20
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.5M
2
Wells Fargo
2
Wells Fargo
California
$6.08M
3
PMG
3
ProVise Management Group
Florida
$658K
4
CAN
4
Cetera Advisor Networks
California
$304K
5
SFWA
5
Summit Financial Wealth Advisors
Louisiana
$1.14M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.19M
2
Invesco
2
Invesco
Georgia
$2.12M
3
Bank of America
3
Bank of America
North Carolina
$19.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.28M
5
AAM
5
Advisors Asset Management
Colorado
$539K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$19.8M 949,161 -26,169 -3%
Morgan Stanley
2
Morgan Stanley
New York
$17.5M 839,435 +68,909 +9%
RJA
3
Raymond James & Associates
Florida
$10.6M 508,362 -10,102 -2%
Wells Fargo
4
Wells Fargo
California
$6.08M 291,008 +40,543 +16%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.28M 204,753 -21,578 -10%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.19M 200,749 +6,423 +3%
UBS Group
7
UBS Group
Switzerland
$2.19M 105,044 -91,950 -47%
Invesco
8
Invesco
Georgia
$2.12M 101,677 -50,650 -33%
UR
9
USCA RIA
Texas
$1.99M 95,503 – –
GC
10
Guggenheim Capital
Illinois
$1.95M 93,344 -5,733 -6%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.87M 89,632 -954 -1%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.73M 82,786 +59 +0.1%
VanEck Associates
13
VanEck Associates
New York
$1.63M 78,145 +12,505 +19%
LPL Financial
14
LPL Financial
California
$1.48M 70,895 +264 +0.4%
SFWA
15
Summit Financial Wealth Advisors
Louisiana
$1.14M 54,500 +13,750 +34%
First Trust Advisors
16
First Trust Advisors
Illinois
$977K 46,802 +1,327 +3%
ASN
17
Advisory Services Network
Georgia
$783K 37,500 – –
PMG
18
ProVise Management Group
Florida
$658K 31,490 +18,865 +149%
Stifel Financial
19
Stifel Financial
Missouri
$563K 26,919 +1,950 +8%
AAM
20
Advisors Asset Management
Colorado
$539K 25,829 -13,460 -34%
SWP
21
Stratos Wealth Partners
Ohio
$501K 24,000 – –
CA
22
Cetera Advisors
Colorado
$460K 22,052 +1,455 +7%
LFS
23
Legacy Financial Strategies
Kansas
$449K 21,719 +6,096 +39%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$423K 20,261 +5,700 +39%
GSWM
25
Golden State Wealth Management
California
$402K 19,279 +151 +0.8%
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