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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

57 hedge funds and large institutions have $114M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

16% more funds holding

Funds holding: 4957 (+8)

0.58% less ownership

Funds ownership: 19.45%18.86% (-0.58%)

4% less capital invested

Capital invested by funds: $118M → $114M (-$4.25M)

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25M +$328K +15,394 +1%
Bank of America
2
Bank of America
North Carolina
$19M -$341K -15,976 -2%
RJA
3
Raymond James & Associates
Florida
$12.3M -$711K -33,342 -6%
UBS Group
4
UBS Group
Switzerland
$5.49M +$2.3M +107,910 +75%
Wells Fargo
5
Wells Fargo
California
$4.4M -$565K -26,494 -12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.38M +$25.6K +1,202 +0.6%
TCA
7
Transcend Capital Advisors
New Jersey
$4.04M +$1.9K +89 +0%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.53M +$72.7K +3,408 +2%
XF
9
XML Financial
Maryland
$3M
VanEck Associates
10
VanEck Associates
New York
$2.42M +$467K +21,882 +25%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.26M -$227K -10,640 -9%
PMG
12
ProVise Management Group
Florida
$2.15M +$139K +6,500 +7%
BOPW
13
Brandywine Oak Private Wealth
Pennsylvania
$2.09M +$107K +5,022 +6%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$1.82M +$305K +14,280 +21%
LFS
15
Legacy Financial Strategies
Kansas
$1.58M +$146K +6,847 +10%
LPL Financial
16
LPL Financial
California
$1.54M -$178K -8,365 -11%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$1.5M +$93.3K +4,375 +7%
GC
18
Guggenheim Capital
Illinois
$1.2M -$36.1K -1,692 -3%
CWM
19
Chemistry Wealth Management
New York
$1.06M +$1.04M +48,866 New
NLP
20
Next Level Private
New York
$1.06M +$1.04M +48,866 New
Stifel Financial
21
Stifel Financial
Missouri
$1.02M -$41.2K -1,931 -4%
CA
22
Cetera Advisors
Colorado
$990K -$451K -21,132 -32%
KWM
23
Kingsview Wealth Management
Oregon
$918K -$4.26K -200 -0.5%
Ameriprise
24
Ameriprise
Minnesota
$888K -$102K -4,799 -11%
ASN
25
Advisory Services Network
Georgia
$853K +$35.7K +1,674 +4%