MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

48 hedge funds and large institutions have $118M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
25
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCA
1
Transcend Capital Advisors
New Jersey
$3.9M
2
XF
2
XML Financial
Maryland
$3.01M
3
KAS
3
Kestra Advisory Services
Texas
$2.01M
4
Morgan Stanley
4
Morgan Stanley
New York
$24.8M
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$677K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.01M
2
UBS Group
2
UBS Group
Switzerland
$3.15M
3
Invesco
3
Invesco
Georgia
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.52M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.8M 1,133,688 +39,857 +4%
Bank of America
2
Bank of America
North Carolina
$19.4M 886,921 -16,113 -2%
RJA
3
Raymond James & Associates
Florida
$13.1M 596,254 +9,983 +2%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$8M 365,398 -5,713 -2%
Wells Fargo
5
Wells Fargo
California
$5.01M 228,636 -132,516 -37%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.37M 199,665 -22,520 -10%
TCA
7
Transcend Capital Advisors
New Jersey
$3.9M 185,459 +185,459 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.48M 158,854 +1,811 +1%
UBS Group
9
UBS Group
Switzerland
$3.15M 144,014 -39,407 -21%
XF
10
XML Financial
Maryland
$3.01M 137,625 +137,625 New
Osaic Holdings
11
Osaic Holdings
Arizona
$2.51M 114,498 +2,753 +2%
PMG
12
ProVise Management Group
Florida
$2.02M 92,110 +11,645 +14%
KAS
13
Kestra Advisory Services
Texas
$2.01M 91,866 +91,866 New
BOPW
14
Brandywine Oak Private Wealth
Pennsylvania
$2M 91,121 +10,536 +13%
VanEck Associates
15
VanEck Associates
New York
$1.95M 89,220 +11,123 +14%
LPL Financial
16
LPL Financial
California
$1.73M 78,996 +484 +0.6%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$1.52M 69,311 -23,429 -25%
CA
18
Cetera Advisors
Colorado
$1.46M 66,609 +20,306 +44%
SFWA
19
Summit Financial Wealth Advisors
Louisiana
$1.45M 66,146 +900 +1%
LFS
20
Legacy Financial Strategies
Kansas
$1.44M 65,763 +2,710 +4%
GC
21
Guggenheim Capital
Illinois
$1.25M 56,989 +15,031 +36%
Stifel Financial
22
Stifel Financial
Missouri
$1.07M 48,816 +5,726 +13%
PGWM
23
Parisi Gray Wealth Management
New Jersey
$1.01M 46,877 +23,702 +102%
KWM
24
Kingsview Wealth Management
Oregon
$927K 42,330 +3,300 +8%
Ameriprise
25
Ameriprise
Minnesota
$891K 41,756 +4,100 +11%
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