MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

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.

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
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$8.34M
2
Bank of America
2
Bank of America
North Carolina
$20.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$24M
4
UBS Group
4
UBS Group
Switzerland
$4.33M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.04M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$627K
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
C
3
Certuity
Florida
$0
4
WP
4
WealthShield Partners
North Carolina
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24M 1,081,347 +37,735 +4%
Bank of America
2
Bank of America
North Carolina
$20.2M 912,788 +37,993 +4%
RJA
3
Raymond James & Associates
Florida
$12.8M 575,628 +3,924 +0.7%
Wells Fargo
4
Wells Fargo
California
$8.74M 394,139 +4,330 +1%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$8.34M 376,113 +376,113 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.97M 224,277 -11,072 -5%
UBS Group
7
UBS Group
Switzerland
$4.33M 195,208 +33,888 +21%
TCA
8
Transcend Capital Advisors
New Jersey
$3.92M 176,753 +796 +0.5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.42M 154,262 +5,588 +4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$3.04M 137,229 +25,404 +23%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.45M 110,332 +2,485 +2%
PMG
12
ProVise Management Group
Florida
$1.65M 74,190 +6,350 +9%
VanEck Associates
13
VanEck Associates
New York
$1.57M 70,803 +5,949 +9%
LPL Financial
14
LPL Financial
California
$1.49M 66,996 +8,504 +15%
LFS
15
Legacy Financial Strategies
Kansas
$1.32M 59,699 +5,250 +10%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$1.31M 58,855 +6,564 +13%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$1.13M 51,750 -2,000 -4%
Stifel Financial
18
Stifel Financial
Missouri
$1.06M 47,638 +6,942 +17%
CA
19
Cetera Advisors
Colorado
$1.03M 46,245 +11,408 +33%
ASN
20
Advisory Services Network
Georgia
$832K 37,500 – –
Ameriprise
21
Ameriprise
Minnesota
$767K 34,636 -228 -0.7%
UR
22
USCA RIA
Texas
$686K 30,924 – –
Invesco
23
Invesco
Georgia
$641K 28,898 +51 +0.2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$630K 28,385 -2,475 -8%
KAS
25
Kestra Advisory Services
Texas
$627K 28,251 -96,247 -77%
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