NYLIM MacKay DefinedTerm Muni Opportunities Fund
MMD
56 hedge funds and large institutions have $114M invested in NYLIM MacKay DefinedTerm Muni Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
14% more funds holding
Funds holding: 49 → 56 (+7)
0.63% less ownership
Funds ownership: 19.45% → 18.81% (-0.63%)
4% less capital invested
Capital invested by funds: $118M → $114M (-$4.25M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.3M |
| 2 |
Millennium Management
New York
|
+$546K |
| 3 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$516K |
| 4 |
VanEck Associates
New York
|
+$467K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$373K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$7.01M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.01M |
| 3 |
PGWM
Parisi Gray Wealth Management
Mendham,
New Jersey
|
-$743K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$711K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$565K |
MMD Hedge Fund Activity: Q4 2021 in Review
56 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) for Q4 2021, worth a combined $114M — down 3.6% from $118M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new MMD positions and 4 closed out — a net gain of 7 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was UBS Group, adding an estimated $2.3M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $7.01M.
- 56 institutional investors held NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) as of Q4 2021, up from 49 in Q3 2021.
- Funds reported $114M of NYLIM MacKay DefinedTerm Muni Opportunities Fund stock for Q4 2021, down 3.6% quarter-over-quarter.
- 11 funds opened new NYLIM MacKay DefinedTerm Muni Opportunities Fund positions in Q4 2021 and 4 closed out, a net change of +7 holders.
- The largest NYLIM MacKay DefinedTerm Muni Opportunities Fund buyer in Q4 2021 was UBS Group, an estimated $2.3M added.
- The largest NYLIM MacKay DefinedTerm Muni Opportunities Fund seller in Q4 2021 was Hennion & Walsh Asset Management, an estimated $7.01M sold.
Based on aggregated 13F filings for Q4 2021.