MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

40 hedge funds and large institutions have $92.7M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
Holders Change %
0%
% 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
16
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.3M 1,027,883 +38,810 +4%
Bank of America
2
Bank of America
North Carolina
$18.6M 900,007 -27,666 -3%
RJA
3
Raymond James & Associates
Florida
$11.9M 576,118 -20,705 -3%
Wells Fargo
4
Wells Fargo
California
$7.9M 381,648 -10,468 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.91M 237,058 -5,184 -2%
UBS Group
6
UBS Group
Switzerland
$3.35M 161,852 -1,272 -0.8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.29M 158,674 -5,637 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.21M 106,805 +3,608 +3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$1.93M 93,202 +5,802 +7%
VanEck Associates
10
VanEck Associates
New York
$1.43M 68,831 -1,536 -2%
SFWA
11
Summit Financial Wealth Advisors
Louisiana
$1.37M 65,121 +4,000 +7%
PMG
12
ProVise Management Group
Florida
$1.36M 65,540 +6,550 +11%
LPL Financial
13
LPL Financial
California
$1.14M 55,152 +5,601 +11%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$1.09M 52,521 +6,869 +15%
LFS
15
Legacy Financial Strategies
Kansas
$1.03M 49,684 +5,488 +12%
Stifel Financial
16
Stifel Financial
Missouri
$903K 43,581 -9,800 -18%
ASN
17
Advisory Services Network
Georgia
$805K 38,883
Ameriprise
18
Ameriprise
Minnesota
$724K 34,951 +5,132 +17%
UR
19
USCA RIA
Texas
$682K 32,924 -7,755 -19%
KAS
20
Kestra Advisory Services
Texas
$681K 32,876 +32,876 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$605K 29,228 +3,330 +13%
Invesco
22
Invesco
Georgia
$600K 28,960 -167 -0.6%
CA
23
Cetera Advisors
Colorado
$573K 27,663 -436 -2%
PWS
24
Private Wealth Strategies
Ohio
$549K 26,502 +427 +2%
SWP
25
Stratos Wealth Partners
Ohio
$532K 25,700