MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

56 hedge funds and large institutions have $94M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
XF
1
XML Financial
Maryland
$4.84M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.1M
3
Bank of America
3
Bank of America
North Carolina
$14.8M
4
GC
4
Guggenheim Capital
Illinois
$4.58M
5
WWM
5
Western Wealth Management
Colorado
$824K

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$0
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$263K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.24M
4
UBS Group
4
UBS Group
Switzerland
$3.36M
5
BOPW
5
Brandywine Oak Private Wealth
Pennsylvania
$267K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.1M 1,483,248 +123,793 +9%
Bank of America
2
Bank of America
North Carolina
$14.8M 950,076 +103,395 +12%
RJA
3
Raymond James & Associates
Florida
$8.72M 559,802 +37,190 +7%
XF
4
XML Financial
Maryland
$4.84M 310,499 +310,499 New
GC
5
Guggenheim Capital
Illinois
$4.58M 294,235 +67,629 +30%
UBS Group
6
UBS Group
Switzerland
$3.36M 215,734 -16,760 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.24M 207,837 -38,676 -16%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.02M 194,094 +45,725 +31%
AAM
9
Advisors Asset Management
Colorado
$3M 192,339 +34,610 +22%
TCA
10
Transcend Capital Advisors
New Jersey
$2.79M 179,143 -5,933 -3%
Wells Fargo
11
Wells Fargo
California
$2.34M 150,365 +4,606 +3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$1.69M 108,296 -13,416 -11%
PMG
13
ProVise Management Group
Florida
$1.45M 92,909 +4,140 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.36M 87,122 -14,263 -14%
LPL Financial
15
LPL Financial
California
$1.03M 65,939 +57 +0.1%
SFWA
16
Summit Financial Wealth Advisors
Louisiana
$1M 64,420 +1,300 +2%
Stifel Financial
17
Stifel Financial
Missouri
$927K 59,535 +8,705 +17%
Cohen & Steers
18
Cohen & Steers
New York
$905K 58,084 +19,411 +50%
EH
19
Equitable Holdings
New York
$868K 55,718 +27,619 +98%
LFS
20
Legacy Financial Strategies
Kansas
$856K 54,951 -6,638 -11%
WWM
21
Western Wealth Management
Colorado
$824K 52,920 +52,920 New
KWM
22
Kingsview Wealth Management
Oregon
$680K 43,623 +1,843 +4%
USCWA
23
U.S. Capital Wealth Advisors
Texas
$618K 39,664 +500 +1%
SPIA
24
Steward Partners Investment Advisory
New York
$604K 38,791 +4,527 +13%
CA
25
Cetera Advisors
Colorado
$596K 38,274 -2,290 -6%
1
2 3