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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

57 hedge funds and large institutions have $94.2M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

19% more funds holding

Funds holding: 4857 (+9)

2.34% more ownership

Funds ownership: 19.35%21.69% (+2.3%)

3% less capital invested

Capital invested by funds: $97.6M → $94.2M (-$3.4M)

Holders
57
Holders Change
+9
Holders Change %
+18.75%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
26
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.1M +$2.24M +123,793 +9%
Bank of America
2
Bank of America
North Carolina
$14.8M +$1.87M +103,395 +12%
RJA
3
Raymond James & Associates
Florida
$8.72M +$672K +37,190 +7%
XF
4
XML Financial
Maryland
$4.84M +$5.61M +310,499 New
GC
5
Guggenheim Capital
Illinois
$4.58M +$1.22M +67,629 +30%
UBS Group
6
UBS Group
Switzerland
$3.36M -$303K -16,760 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.24M -$698K -38,676 -16%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.02M +$826K +45,725 +31%
AAM
9
Advisors Asset Management
Colorado
$3M +$625K +34,610 +22%
TCA
10
Transcend Capital Advisors
New Jersey
$2.79M -$107K -5,933 -3%
Wells Fargo
11
Wells Fargo
California
$2.34M +$83.2K +4,606 +3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$1.69M -$242K -13,416 -11%
PMG
13
ProVise Management Group
Florida
$1.45M +$74.8K +4,140 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.36M -$258K -14,263 -14%
LPL Financial
15
LPL Financial
California
$1.03M +$1.03K +57 +0.1%
SFWA
16
Summit Financial Wealth Advisors
Louisiana
$1M +$23.5K +1,300 +2%
Stifel Financial
17
Stifel Financial
Missouri
$927K +$157K +8,705 +17%
Cohen & Steers
18
Cohen & Steers
New York
$905K +$351K +19,411 +50%
EH
19
Equitable Holdings
New York
$868K +$499K +27,619 +98%
LFS
20
Legacy Financial Strategies
Kansas
$856K -$120K -6,638 -11%
WWM
21
Western Wealth Management
Colorado
$824K +$956K +52,920 New
KWM
22
Kingsview Wealth Management
Oregon
$680K +$33.3K +1,843 +4%
USCWA
23
U.S. Capital Wealth Advisors
Texas
$618K +$9.03K +500 +1%
SPIA
24
Steward Partners Investment Advisory
New York
$604K +$81.8K +4,527 +13%
CA
25
Cetera Advisors
Colorado
$596K -$41.4K -2,290 -6%