MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

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.

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.7M
2
GC
2
Guggenheim Capital
Illinois
$4.11M
3
AAM
3
Advisors Asset Management
Colorado
$2.86M
4
Cohen & Steers
4
Cohen & Steers
New York
$702K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.21M

Top Sellers

1
XF
1
XML Financial
Maryland
$0
2
UBS Group
2
UBS Group
Switzerland
$4.22M
3
NLP
3
Next Level Private
New York
$0
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$606K
5
RJA
5
Raymond James & Associates
Florida
$9.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.7M 1,359,455 +159,207 +13%
Bank of America
2
Bank of America
North Carolina
$15.4M 846,681 +7,516 +0.9%
RJA
3
Raymond James & Associates
Florida
$9.48M 522,612 -32,733 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.47M 246,513 +14,221 +6%
UBS Group
5
UBS Group
Switzerland
$4.22M 232,494 -85,469 -27%
GC
6
Guggenheim Capital
Illinois
$4.11M 226,606 +94,212 +71%
TCA
7
Transcend Capital Advisors
New Jersey
$3.36M 185,076 -263 -0.1%
AAM
8
Advisors Asset Management
Colorado
$2.86M 157,729 +70,233 +80%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.69M 148,369 -25,837 -15%
Wells Fargo
10
Wells Fargo
California
$2.64M 145,759 -19,521 -12%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$2.21M 121,712 +37,338 +44%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.84M 101,385 -13,645 -12%
PMG
13
ProVise Management Group
Florida
$1.61M 88,769 -5,340 -6%
VanEck Associates
14
VanEck Associates
New York
$1.54M 84,695 -15,982 -16%
LPL Financial
15
LPL Financial
California
$1.2M 65,882 -5,305 -7%
SFWA
16
Summit Financial Wealth Advisors
Louisiana
$1.18M 63,120 -8,100 -11%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.13M 62,520 +3,636 +6%
LFS
18
Legacy Financial Strategies
Kansas
$1.12M 61,589 +2,821 +5%
Stifel Financial
19
Stifel Financial
Missouri
$922K 50,830 +5,005 +11%
KWM
20
Kingsview Wealth Management
Oregon
$758K 41,780 -350 -0.8%
CA
21
Cetera Advisors
Colorado
$736K 40,564 -1,015 -2%
USCWA
22
U.S. Capital Wealth Advisors
Texas
$710K 39,164 +1,000 +3%
Cohen & Steers
23
Cohen & Steers
New York
$702K 38,673 +38,673 New
Ameriprise
24
Ameriprise
Minnesota
$670K 36,947 +4,856 +15%
WKWM
25
Walter & Keenan Wealth Management
Indiana
$667K 36,767 +6,628 +22%
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