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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

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.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

0% more funds holding

Funds holding: 5050 (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%)

2% less capital invested

Capital invested by funds: $116M → $114M (-$2.45M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.4M +$279K +12,484 +1%
Bank of America
2
Bank of America
North Carolina
$20.2M -$218K -9,754 -1%
RJA
3
Raymond James & Associates
Florida
$13.1M +$238K +10,643 +2%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$8.29M -$112K -5,002 -1%
Wells Fargo
5
Wells Fargo
California
$8.07M -$738K -32,987 -8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.97M -$46.8K -2,092 -0.9%
UBS Group
7
UBS Group
Switzerland
$4.1M -$264K -11,787 -6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.51M +$62.2K +2,781 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.5M +$31.6K +1,413 +1%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$2.07M -$996K -44,489 -32%
BOPW
11
Brandywine Oak Private Wealth
Pennsylvania
$1.8M +$1.8M +80,585 New
PMG
12
ProVise Management Group
Florida
$1.8M +$140K +6,275 +8%
LPL Financial
13
LPL Financial
California
$1.75M +$258K +11,516 +17%
VanEck Associates
14
VanEck Associates
New York
$1.75M +$163K +7,294 +10%
SFWA
15
Summit Financial Wealth Advisors
Louisiana
$1.46M +$302K +13,496 +26%
LFS
16
Legacy Financial Strategies
Kansas
$1.41M +$75.1K +3,354 +6%
CA
17
Cetera Advisors
Colorado
$1.03M +$1.3K +58 +0.1%
Stifel Financial
18
Stifel Financial
Missouri
$963K -$102K -4,548 -10%
GC
19
Guggenheim Capital
Illinois
$938K +$939K +41,958 New
KWM
20
Kingsview Wealth Management
Oregon
$885K +$635K +28,385 +267%
Ameriprise
21
Ameriprise
Minnesota
$842K +$67.6K +3,020 +9%
ASN
22
Advisory Services Network
Georgia
$838K
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$762K +$128K +5,727 +20%
UR
24
USCA RIA
Texas
$691K
PWS
25
Private Wealth Strategies
Ohio
$613K +$6.92K +309 +1%