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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

52 hedge funds and large institutions have $102M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

0.8% more ownership

Funds ownership: 18.86%19.66% (+0.8%)

9% less funds holding

Funds holding: 5752 (-5)

10% less capital invested

Capital invested by funds: $114M → $102M (-$11.5M)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
52
Holders Change
-5
Holders Change %
-8.77%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
26
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.5M +$1.02M +51,166 +4%
Bank of America
2
Bank of America
North Carolina
$15.7M -$633K -31,780 -4%
RJA
3
Raymond James & Associates
Florida
$10.4M -$151K -7,567 -1%
UBS Group
4
UBS Group
Switzerland
$5.96M +$1.32M +66,039 +26%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.36M +$626K +31,425 +16%
XF
6
XML Financial
Maryland
$4.23M +$1.76M +88,183 +64%
TCA
7
Transcend Capital Advisors
New Jersey
$3.48M -$4.16K -209 -0.1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.27M +$238K +11,944 +7%
Wells Fargo
9
Wells Fargo
California
$3.1M -$734K -36,862 -18%
GC
10
Guggenheim Capital
Illinois
$2.48M +$1.54M +77,097 +139%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.16M +$223K +11,172 +11%
VanEck Associates
12
VanEck Associates
New York
$1.89M -$208K -10,425 -9%
PMG
13
ProVise Management Group
Florida
$1.76M -$89.7K -4,501 -5%
AAM
14
Advisors Asset Management
Colorado
$1.64M +$1.39M +70,027 +401%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.58M +$15.6K +783 +0.9%
BOPW
16
Brandywine Oak Private Wealth
Pennsylvania
$1.41M -$416K -20,893 -22%
LPL Financial
17
LPL Financial
California
$1.33M +$11.1K +556 +0.8%
SFWA
18
Summit Financial Wealth Advisors
Louisiana
$1.33M +$13.9K +699 +1%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.1M +$1.07M +53,931 +1,089%
LFS
20
Legacy Financial Strategies
Kansas
$1.1M -$276K -13,842 -19%
NLP
21
Next Level Private
New York
$916K
Stifel Financial
22
Stifel Financial
Missouri
$859K -$21.1K -1,060 -2%
KWM
23
Kingsview Wealth Management
Oregon
$790K
CA
24
Cetera Advisors
Colorado
$780K -$77.7K -3,898 -9%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$736K +$36.8K +1,845 +5%