NYLIM MacKay DefinedTerm Muni Opportunities Fund
MMD
50 hedge funds and large institutions have $114M invested in NYLIM MacKay DefinedTerm Muni Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 7 closing their positions.
109% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 11
0% more funds holding
Funds holding: 50 → 50 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0.63% less ownership
Funds ownership: 18.99% → 18.36% (-0.63%)
37% less capital inflows, than outflows
Capital inflows: $5.63M | Capital outflows: $8.95M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$1.8M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$939K |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$635K |
| 4 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
+$302K |
| 5 |
Morgan Stanley
New York
|
+$279K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
-$3.92M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$1.28M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$996K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$738K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$627K |
MMD Hedge Fund Activity: Q2 2021 in Review
50 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) for Q2 2021, worth a combined $114M — down 2.1% from $116M a quarter earlier.
Fund positioning in MMD was balanced in Q2 2021: 7 funds opened new positions, 7 closed out, 23 added to existing stakes and 11 trimmed.
The largest buyer was Brandywine Oak Private Wealth, opening a new position worth an estimated $1.8M. The largest seller was Transcend Capital Advisors, exiting entirely with an estimated $3.92M sold.
- 50 institutional investors held NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $114M of NYLIM MacKay DefinedTerm Muni Opportunities Fund stock for Q2 2021, down 2.1% quarter-over-quarter.
- 7 funds opened new NYLIM MacKay DefinedTerm Muni Opportunities Fund positions in Q2 2021 and 7 closed out, a net change of 0 holders.
- The largest NYLIM MacKay DefinedTerm Muni Opportunities Fund buyer in Q2 2021 was Brandywine Oak Private Wealth, an estimated $1.8M added.
- The largest NYLIM MacKay DefinedTerm Muni Opportunities Fund seller in Q2 2021 was Transcend Capital Advisors, an estimated $3.92M sold.
Based on aggregated 13F filings for Q2 2021.