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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

41 hedge funds and large institutions have $87.4M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more capital invested

Capital invested by funds: $87.1M → $87.4M (+$277K)

0% more ownership

Funds ownership: 15.05%15.05% (+0%)

2% less funds holding

Funds holding: 4241 (-1)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
23
Reduced
10
Closed
3
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
$18.6M -$412K -19,775 -2%
Morgan Stanley
2
Morgan Stanley
New York
$17.6M +$583K +28,018 +3%
RJA
3
Raymond James & Associates
Florida
$11.2M +$513K +24,623 +5%
Wells Fargo
4
Wells Fargo
California
$6.52M -$326K -15,646 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.87M +$350K +16,812 +8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.3M +$7.21K +346 +0.2%
UBS Group
7
UBS Group
Switzerland
$2.35M +$218K +10,480 +10%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$2.1M +$81.6K +3,919 +4%
UR
9
USCA RIA
Texas
$2.01M
VanEck Associates
10
VanEck Associates
New York
$1.78M +$77K +3,698 +5%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.53M -$139K -6,659 -8%
LPL Financial
12
LPL Financial
California
$1.37M +$21K +1,008 +2%
SFWA
13
Summit Financial Wealth Advisors
Louisiana
$1.25M +$20.8K +1,000 +2%
PMG
14
ProVise Management Group
Florida
$1.06M +$92.8K +4,455 +10%
First Trust Advisors
15
First Trust Advisors
Illinois
$882K -$71.4K -3,428 -8%
GC
16
Guggenheim Capital
Illinois
$851K -$852K -40,907 -50%
ASN
17
Advisory Services Network
Georgia
$818K +$28.8K +1,383 +4%
Stifel Financial
18
Stifel Financial
Missouri
$788K +$34.5K +1,655 +5%
LFS
19
Legacy Financial Strategies
Kansas
$775K +$315K +15,133 +70%
Invesco
20
Invesco
Georgia
$745K -$652K -31,290 -47%
AG
21
Advisor Group
Arizona
$652K +$123K +5,897 +23%
CA
22
Cetera Advisors
Colorado
$580K +$56.4K +2,710 +11%
SWP
23
Stratos Wealth Partners
Ohio
$540K
PWS
24
Private Wealth Strategies
Ohio
$535K +$530K +25,435 New
Ameriprise
25
Ameriprise
Minnesota
$495K +$33.3K +1,600 +7%