MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

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 5 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
25
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
XF
1
XML Financial
Maryland
$4.23M
2
GC
2
Guggenheim Capital
Illinois
$2.48M
3
AAM
3
Advisors Asset Management
Colorado
$1.64M
4
UBS Group
4
UBS Group
Switzerland
$5.96M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$1.1M

Top Sellers

1
CWM
1
Chemistry Wealth Management
New York
$0
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$0
3
Wells Fargo
3
Wells Fargo
California
$3.1M
4
Bank of America
4
Bank of America
North Carolina
$15.7M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.5M 1,200,248 +51,166 +4%
Bank of America
2
Bank of America
North Carolina
$15.7M 839,165 -31,780 -4%
RJA
3
Raymond James & Associates
Florida
$10.4M 555,345 -7,567 -1%
UBS Group
4
UBS Group
Switzerland
$5.96M 317,963 +66,039 +26%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.36M 232,292 +31,425 +16%
XF
6
XML Financial
Maryland
$4.23M 225,808 +88,183 +64%
TCA
7
Transcend Capital Advisors
New Jersey
$3.48M 185,339 -209 -0.1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.27M 174,206 +11,944 +7%
Wells Fargo
9
Wells Fargo
California
$3.1M 165,280 -36,862 -18%
GC
10
Guggenheim Capital
Illinois
$2.48M 132,394 +77,097 +139%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.16M 115,030 +11,172 +11%
VanEck Associates
12
VanEck Associates
New York
$1.89M 100,677 -10,425 -9%
PMG
13
ProVise Management Group
Florida
$1.77M 94,109 -4,501 -5%
AAM
14
Advisors Asset Management
Colorado
$1.64M 87,496 +70,027 +401%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.58M 84,374 +783 +0.9%
BOPW
16
Brandywine Oak Private Wealth
Pennsylvania
$1.41M 75,250 -20,893 -22%
LPL Financial
17
LPL Financial
California
$1.34M 71,187 +556 +0.8%
SFWA
18
Summit Financial Wealth Advisors
Louisiana
$1.34M 71,220 +699 +1%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.1M 58,884 +53,931 +1,089%
LFS
20
Legacy Financial Strategies
Kansas
$1.1M 58,768 -13,842 -19%
NLP
21
Next Level Private
New York
$916K 48,866 – –
Stifel Financial
22
Stifel Financial
Missouri
$859K 45,825 -1,060 -2%
KWM
23
Kingsview Wealth Management
Oregon
$790K 42,130 – –
CA
24
Cetera Advisors
Colorado
$780K 41,579 -3,898 -9%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$736K 39,244 +1,845 +5%
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