MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

50 hedge funds and large institutions have $114M invested in MainStay MacKay DefinedTerm Municipal 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.

Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$1.8M
2
GC
2
Guggenheim Capital
Illinois
$938K
3
KWM
3
Kingsview Wealth Management
Oregon
$885K
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$1.46M
5
Morgan Stanley
5
Morgan Stanley
New York
$24.4M

Top Sellers

1
TCA
1
Transcend Capital Advisors
New Jersey
$0
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$41K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.07M
4
Wells Fargo
4
Wells Fargo
California
$8.07M
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.4M 1,093,831 +12,484 +1%
Bank of America
2
Bank of America
North Carolina
$20.2M 903,034 -9,754 -1%
RJA
3
Raymond James & Associates
Florida
$13.1M 586,271 +10,643 +2%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$8.29M 371,111 -5,002 -1%
Wells Fargo
5
Wells Fargo
California
$8.07M 361,152 -32,987 -8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.97M 222,185 -2,092 -0.9%
UBS Group
7
UBS Group
Switzerland
$4.1M 183,421 -11,787 -6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.51M 157,043 +2,781 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.5M 111,745 +1,413 +1%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$2.07M 92,740 -44,489 -32%
BOPW
11
Brandywine Oak Private Wealth
Pennsylvania
$1.8M 80,585 +80,585 New
PMG
12
ProVise Management Group
Florida
$1.8M 80,465 +6,275 +8%
LPL Financial
13
LPL Financial
California
$1.76M 78,512 +11,516 +17%
VanEck Associates
14
VanEck Associates
New York
$1.75M 78,097 +7,294 +10%
SFWA
15
Summit Financial Wealth Advisors
Louisiana
$1.46M 65,246 +13,496 +26%
LFS
16
Legacy Financial Strategies
Kansas
$1.41M 63,053 +3,354 +6%
CA
17
Cetera Advisors
Colorado
$1.04M 46,303 +58 +0.1%
Stifel Financial
18
Stifel Financial
Missouri
$963K 43,090 -4,548 -10%
GC
19
Guggenheim Capital
Illinois
$938K 41,958 +41,958 New
KWM
20
Kingsview Wealth Management
Oregon
$885K 39,030 +28,385 +267%
Ameriprise
21
Ameriprise
Minnesota
$842K 37,656 +3,020 +9%
ASN
22
Advisory Services Network
Georgia
$838K 37,500 – –
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$762K 34,112 +5,727 +20%
UR
24
USCA RIA
Texas
$691K 30,924 – –
PWS
25
Private Wealth Strategies
Ohio
$613K 27,444 +309 +1%
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