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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

50 hedge funds and large institutions have $116M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $105M → $116M (+$11.7M)

4% more funds holding

Funds holding: 4850 (+2)

1.59% more ownership

Funds ownership: 17.4%18.99% (+1.6%)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
6
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
$24M +$822K +37,735 +4%
Bank of America
2
Bank of America
North Carolina
$20.2M +$828K +37,993 +4%
RJA
3
Raymond James & Associates
Florida
$12.8M +$85.5K +3,924 +0.7%
Wells Fargo
4
Wells Fargo
California
$8.74M +$94.3K +4,330 +1%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$8.34M +$8.19M +376,113 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.97M -$241K -11,072 -5%
UBS Group
7
UBS Group
Switzerland
$4.33M +$738K +33,888 +21%
TCA
8
Transcend Capital Advisors
New Jersey
$3.92M +$17.3K +796 +0.5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.42M +$122K +5,588 +4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$3.04M +$553K +25,404 +23%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.45M +$54.1K +2,485 +2%
PMG
12
ProVise Management Group
Florida
$1.65M +$138K +6,350 +9%
VanEck Associates
13
VanEck Associates
New York
$1.57M +$130K +5,949 +9%
LPL Financial
14
LPL Financial
California
$1.49M +$185K +8,504 +15%
LFS
15
Legacy Financial Strategies
Kansas
$1.32M +$114K +5,250 +10%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$1.3M +$143K +6,564 +13%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$1.13M -$43.6K -2,000 -4%
Stifel Financial
18
Stifel Financial
Missouri
$1.06M +$151K +6,942 +17%
CA
19
Cetera Advisors
Colorado
$1.03M +$249K +11,408 +33%
ASN
20
Advisory Services Network
Georgia
$832K
Ameriprise
21
Ameriprise
Minnesota
$767K -$4.97K -228 -0.7%
UR
22
USCA RIA
Texas
$686K
Invesco
23
Invesco
Georgia
$641K +$1.11K +51 +0.2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$630K -$53.9K -2,475 -8%
KAS
25
Kestra Advisory Services
Texas
$627K -$2.1M -96,247 -77%