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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

48 hedge funds and large institutions have $97.6M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0.31% less ownership

Funds ownership: 19.66%19.35% (-0.31%)

5% less capital invested

Capital invested by funds: $102M → $97.6M (-$4.86M)

8% less funds holding

Funds holding: 5248 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.7M +$2.85M +159,207 +13%
Bank of America
2
Bank of America
North Carolina
$15.4M +$134K +7,516 +0.9%
RJA
3
Raymond James & Associates
Florida
$9.48M -$586K -32,733 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.47M +$254K +14,221 +6%
UBS Group
5
UBS Group
Switzerland
$4.22M -$1.53M -85,469 -27%
GC
6
Guggenheim Capital
Illinois
$4.11M +$1.69M +94,212 +71%
TCA
7
Transcend Capital Advisors
New Jersey
$3.36M -$4.71K -263 -0.1%
AAM
8
Advisors Asset Management
Colorado
$2.86M +$1.26M +70,233 +80%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.69M -$462K -25,837 -15%
Wells Fargo
10
Wells Fargo
California
$2.64M -$349K -19,521 -12%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$2.21M +$668K +37,338 +44%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.84M -$244K -13,645 -12%
PMG
13
ProVise Management Group
Florida
$1.61M -$95.5K -5,340 -6%
VanEck Associates
14
VanEck Associates
New York
$1.54M -$286K -15,982 -16%
LPL Financial
15
LPL Financial
California
$1.2M -$94.9K -5,305 -7%
SFWA
16
Summit Financial Wealth Advisors
Louisiana
$1.18M -$145K -8,100 -11%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.13M +$65K +3,636 +6%
LFS
18
Legacy Financial Strategies
Kansas
$1.12M +$50.5K +2,821 +5%
Stifel Financial
19
Stifel Financial
Missouri
$922K +$89.5K +5,005 +11%
KWM
20
Kingsview Wealth Management
Oregon
$758K -$6.26K -350 -0.8%
CA
21
Cetera Advisors
Colorado
$736K -$18.2K -1,015 -2%
USCWA
22
U.S. Capital Wealth Advisors
Texas
$710K +$17.9K +1,000 +3%
Cohen & Steers
23
Cohen & Steers
New York
$702K +$692K +38,673 New
Ameriprise
24
Ameriprise
Minnesota
$670K +$86.9K +4,856 +15%
WKWM
25
Walter & Keenan Wealth Management
Indiana
$667K +$119K +6,628 +22%