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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

42 hedge funds and large institutions have $87.1M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

0.15% less ownership

Funds ownership: 15.21%15.05% (-0.15%)

0% less capital invested

Capital invested by funds: $87.5M → $87.1M (-$367K)

2% less funds holding

Funds holding: 4342 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
20
Reduced
9
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
$19M -$938K -45,026 -5%
Morgan Stanley
2
Morgan Stanley
New York
$17M -$588K -28,204 -3%
RJA
3
Raymond James & Associates
Florida
$10.7M +$39.5K +1,897 +0.4%
Wells Fargo
4
Wells Fargo
California
$6.83M +$721K +34,574 +12%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.51M +$211K +10,115 +5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.29M +$75.8K +3,635 +2%
UBS Group
7
UBS Group
Switzerland
$2.12M -$82.2K -3,942 -4%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$2.02M +$136K +6,526 +7%
UR
9
USCA RIA
Texas
$2M
GC
10
Guggenheim Capital
Illinois
$1.71M -$250K -11,993 -13%
VanEck Associates
11
VanEck Associates
New York
$1.69M +$54.1K +2,594 +3%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.66M -$73.2K -3,513 -4%
Invesco
13
Invesco
Georgia
$1.4M -$729K -34,956 -34%
LPL Financial
14
LPL Financial
California
$1.34M -$144K -6,918 -10%
SFWA
15
Summit Financial Wealth Advisors
Louisiana
$1.17M +$41.1K +1,971 +4%
PMG
16
ProVise Management Group
Florida
$961K +$298K +14,295 +45%
First Trust Advisors
17
First Trust Advisors
Illinois
$952K -$29.7K -1,424 -3%
ASN
18
Advisory Services Network
Georgia
$783K
Stifel Financial
19
Stifel Financial
Missouri
$751K +$185K +8,897 +33%
SWP
20
Stratos Wealth Partners
Ohio
$539K +$35.4K +1,700 +7%
AG
21
Advisor Group
Arizona
$527K +$143K +6,865 +38%
CA
22
Cetera Advisors
Colorado
$521K +$57.4K +2,753 +12%
Ameriprise
23
Ameriprise
Minnesota
$460K +$59.5K +2,853 +15%
LFS
24
Legacy Financial Strategies
Kansas
$444K
GSWM
25
Golden State Wealth Management
California
$420K +$15.4K +740 +4%