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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.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

2% more capital invested

Capital invested by funds: $91.2M → $92.7M (+$1.53M)

0% more funds holding

Funds holding: 4040 (0)

0% more ownership

Funds ownership: 16.22%16.22% (+0%)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

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 Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.3M +$816K +38,810 +4%
Bank of America
2
Bank of America
North Carolina
$18.6M -$582K -27,666 -3%
RJA
3
Raymond James & Associates
Florida
$11.9M -$435K -20,705 -3%
Wells Fargo
4
Wells Fargo
California
$7.9M -$220K -10,468 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.91M -$109K -5,184 -2%
UBS Group
6
UBS Group
Switzerland
$3.35M -$26.7K -1,272 -0.8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.29M -$119K -5,637 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.21M +$75.8K +3,608 +3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$1.93M +$122K +5,802 +7%
VanEck Associates
10
VanEck Associates
New York
$1.43M -$32.3K -1,536 -2%
SFWA
11
Summit Financial Wealth Advisors
Louisiana
$1.37M +$84.1K +4,000 +7%
PMG
12
ProVise Management Group
Florida
$1.36M +$138K +6,550 +11%
LPL Financial
13
LPL Financial
California
$1.14M +$118K +5,601 +11%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$1.09M +$144K +6,869 +15%
LFS
15
Legacy Financial Strategies
Kansas
$1.03M +$115K +5,488 +12%
Stifel Financial
16
Stifel Financial
Missouri
$903K -$206K -9,800 -18%
ASN
17
Advisory Services Network
Georgia
$805K
Ameriprise
18
Ameriprise
Minnesota
$724K +$108K +5,132 +17%
UR
19
USCA RIA
Texas
$682K -$163K -7,755 -19%
KAS
20
Kestra Advisory Services
Texas
$681K +$691K +32,876 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$605K +$70K +3,330 +13%
Invesco
22
Invesco
Georgia
$600K -$3.51K -167 -0.6%
CA
23
Cetera Advisors
Colorado
$573K -$9.17K -436 -2%
PWS
24
Private Wealth Strategies
Ohio
$549K +$8.98K +427 +2%
SWP
25
Stratos Wealth Partners
Ohio
$532K