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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

41 hedge funds and large institutions have $80.2M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0.06% more ownership

Funds ownership: 15.05%15.12% (+0.06%)

0% more funds holding

Funds holding: 4141 (0)

8% less capital invested

Capital invested by funds: $87.4M → $80.2M (-$7.23M)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.3M +$2.4M +114,756 +14%
Bank of America
2
Bank of America
North Carolina
$17.1M +$55.7K +2,659 +0.3%
RJA
3
Raymond James & Associates
Florida
$11.8M +$1.61M +76,653 +14%
Wells Fargo
4
Wells Fargo
California
$6.33M +$400K +19,094 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.04M +$635K +30,303 +13%
UBS Group
6
UBS Group
Switzerland
$2.77M +$683K +32,593 +29%
UR
7
USCA RIA
Texas
$1.81M -$33.2K -1,585 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.68M +$1.83M +87,542 New
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$1.65M -$301K -14,364 -14%
VanEck Associates
10
VanEck Associates
New York
$1.26M -$401K -19,119 -23%
LPL Financial
11
LPL Financial
California
$1.2M -$51.4K -2,454 -4%
SFWA
12
Summit Financial Wealth Advisors
Louisiana
$1.17M +$126K +6,000 +10%
PMG
13
ProVise Management Group
Florida
$1.12M +$171K +8,150 +16%
Stifel Financial
14
Stifel Financial
Missouri
$864K +$157K +7,515 +20%
ASN
15
Advisory Services Network
Georgia
$748K
LFS
16
Legacy Financial Strategies
Kansas
$732K +$25.6K +1,222 +3%
GC
17
Guggenheim Capital
Illinois
$726K -$56.3K -2,686 -7%
CA
18
Cetera Advisors
Colorado
$536K +$7.12K +340 +1%
Ameriprise
19
Ameriprise
Minnesota
$505K +$58K +2,768 +12%
PWS
20
Private Wealth Strategies
Ohio
$495K +$6.39K +305 +1%
SWP
21
Stratos Wealth Partners
Ohio
$494K
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$482K +$38.3K +1,830 +8%
GSWM
23
Golden State Wealth Management
California
$394K +$430K +20,507 New
First Trust Advisors
24
First Trust Advisors
Illinois
$348K -$500K -23,846 -57%
PGWM
25
Parisi Gray Wealth Management
New Jersey
$348K +$379K +18,102 New