MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

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.

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
–

Top Buyers

1
TCA
1
Transcend Capital Advisors
New Jersey
$3.83M
2
KAS
2
Kestra Advisory Services
Texas
$2.72M
3
C
3
Certuity
Florida
$420K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.1M
2
SFWA
2
Summit Financial Wealth Advisors
Louisiana
$1.11M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.24M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$22K
5
RJA
5
Raymond James & Associates
Florida
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.7M 1,043,612 +15,729 +2%
Bank of America
2
Bank of America
North Carolina
$19.1M 874,795 -25,212 -3%
RJA
3
Raymond James & Associates
Florida
$12.5M 571,704 -4,414 -0.8%
Wells Fargo
4
Wells Fargo
California
$8.49M 389,809 +8,161 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.13M 235,349 -1,709 -0.7%
TCA
6
Transcend Capital Advisors
New Jersey
$3.83M 175,957 +175,957 New
UBS Group
7
UBS Group
Switzerland
$3.51M 161,320 -532 -0.3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.24M 148,674 -10,000 -6%
KAS
9
Kestra Advisory Services
Texas
$2.72M 124,498 +91,622 +279%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$2.44M 111,825 +18,623 +20%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.35M 107,847 +1,042 +1%
PMG
12
ProVise Management Group
Florida
$1.48M 67,840 +2,300 +4%
VanEck Associates
13
VanEck Associates
New York
$1.41M 64,854 -3,977 -6%
LPL Financial
14
LPL Financial
California
$1.27M 58,492 +3,340 +6%
LFS
15
Legacy Financial Strategies
Kansas
$1.19M 54,449 +4,765 +10%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$1.14M 52,291 -230 -0.4%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$1.11M 53,750 -11,371 -17%
Stifel Financial
18
Stifel Financial
Missouri
$886K 40,696 -2,885 -7%
ASN
19
Advisory Services Network
Georgia
$817K 37,500 -1,383 -4%
Ameriprise
20
Ameriprise
Minnesota
$759K 34,864 -87 -0.2%
CA
21
Cetera Advisors
Colorado
$759K 34,837 +7,174 +26%
UR
22
USCA RIA
Texas
$674K 30,924 -2,000 -6%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$672K 30,860 +1,632 +6%
Invesco
24
Invesco
Georgia
$628K 28,847 -113 -0.4%
PWS
25
Private Wealth Strategies
Ohio
$584K 26,820 +318 +1%
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