MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

61 hedge funds and large institutions have $94.9M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$6.29M
2
AAM
2
Advisors Asset Management
Colorado
$3.91M
3
WAM
3
Weiss Asset Management
Massachusetts
$742K
4
AI
4
ArchPoint Investors
Florida
$709K
5
LPL Financial
5
LPL Financial
California
$1.73M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.89M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$549K
4
TCA
4
Transcend Capital Advisors
New Jersey
$2.08M
5
RJA
5
Raymond James & Associates
Florida
$8.21M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.4M 1,270,738 -212,510 -14%
Bank of America
2
Bank of America
North Carolina
$15.5M 965,458 +15,382 +2%
RJA
3
Raymond James & Associates
Florida
$8.21M 510,946 -48,856 -9%
GC
4
Guggenheim Capital
Illinois
$6.29M 391,709 +97,474 +33%
XF
5
XML Financial
Maryland
$4.66M 290,258 -20,241 -7%
AAM
6
Advisors Asset Management
Colorado
$3.91M 243,440 +51,101 +27%
UBS Group
7
UBS Group
Switzerland
$3.37M 209,756 -5,978 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.8M 174,117 -33,720 -16%
Wells Fargo
9
Wells Fargo
California
$2.49M 154,753 +4,388 +3%
TCA
10
Transcend Capital Advisors
New Jersey
$2.08M 129,570 -49,573 -28%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.89M 117,881 -76,213 -39%
LPL Financial
12
LPL Financial
California
$1.73M 107,456 +41,517 +63%
EH
13
Equitable Holdings
New York
$1.36M 84,828 +29,110 +52%
Cohen & Steers
14
Cohen & Steers
New York
$1.35M 84,085 +26,001 +45%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$1.12M 69,510 +29,846 +75%
PMG
16
ProVise Management Group
Florida
$1.07M 66,867 -26,042 -28%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$1.02M 63,470 -950 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$1M 62,551 -24,571 -28%
Stifel Financial
19
Stifel Financial
Missouri
$820K 51,070 -8,465 -14%
WAM
20
Weiss Asset Management
Massachusetts
$742K 46,210 +46,210 New
AI
21
ArchPoint Investors
Florida
$709K 44,158 +44,158 New
SPIA
22
Steward Partners Investment Advisory
New York
$666K 41,476 +2,685 +7%
KWM
23
Kingsview Wealth Management
Oregon
$656K 40,838 -2,785 -6%
LFS
24
Legacy Financial Strategies
Kansas
$625K 38,942 -16,009 -29%
Invesco
25
Invesco
Georgia
$624K 38,844 +15,498 +66%
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