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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

48 hedge funds and large institutions have $105M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

20% more funds holding

Funds holding: 4048 (+8)

13% more capital invested

Capital invested by funds: $92.7M → $105M (+$11.8M)

1.18% more ownership

Funds ownership: 16.22%17.4% (+1.2%)

Holders
48
Holders Change
+8
Holders Change %
+20%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.7M +$334K +15,729 +2%
Bank of America
2
Bank of America
North Carolina
$19.1M -$535K -25,212 -3%
RJA
3
Raymond James & Associates
Florida
$12.5M -$93.7K -4,414 -0.8%
Wells Fargo
4
Wells Fargo
California
$8.49M +$173K +8,161 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.13M -$36.3K -1,709 -0.7%
TCA
6
Transcend Capital Advisors
New Jersey
$3.83M +$3.73M +175,957 New
UBS Group
7
UBS Group
Switzerland
$3.51M -$11.3K -532 -0.3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.24M -$212K -10,000 -6%
KAS
9
Kestra Advisory Services
Texas
$2.72M +$1.94M +91,622 +279%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$2.44M +$395K +18,623 +20%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.35M +$22.1K +1,042 +1%
PMG
12
ProVise Management Group
Florida
$1.48M +$48.8K +2,300 +4%
VanEck Associates
13
VanEck Associates
New York
$1.41M -$84.4K -3,977 -6%
LPL Financial
14
LPL Financial
California
$1.27M +$70.9K +3,340 +6%
LFS
15
Legacy Financial Strategies
Kansas
$1.19M +$101K +4,765 +10%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$1.14M -$4.88K -230 -0.4%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$1.11M -$241K -11,371 -17%
Stifel Financial
18
Stifel Financial
Missouri
$886K -$61.2K -2,885 -7%
ASN
19
Advisory Services Network
Georgia
$817K -$29.4K -1,383 -4%
Ameriprise
20
Ameriprise
Minnesota
$759K -$1.85K -87 -0.2%
CA
21
Cetera Advisors
Colorado
$759K +$152K +7,174 +26%
UR
22
USCA RIA
Texas
$674K -$42.4K -2,000 -6%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$672K +$34.6K +1,632 +6%
Invesco
24
Invesco
Georgia
$628K -$2.4K -113 -0.4%
PWS
25
Private Wealth Strategies
Ohio
$584K +$6.75K +318 +1%