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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

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 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

7% more funds holding

Funds holding: 5761 (+4)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

1% more capital invested

Capital invested by funds: $94.2M → $94.9M (+$740K)

0.46% less ownership

Funds ownership: 21.69%21.22% (-0.46%)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% 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
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.4M -$3.42M -212,510 -14%
Bank of America
2
Bank of America
North Carolina
$15.5M +$247K +15,382 +2%
RJA
3
Raymond James & Associates
Florida
$8.21M -$786K -48,856 -9%
GC
4
Guggenheim Capital
Illinois
$6.29M +$1.57M +97,474 +33%
XF
5
XML Financial
Maryland
$4.66M -$325K -20,241 -7%
AAM
6
Advisors Asset Management
Colorado
$3.91M +$822K +51,101 +27%
UBS Group
7
UBS Group
Switzerland
$3.37M -$96.1K -5,978 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.8M -$542K -33,720 -16%
Wells Fargo
9
Wells Fargo
California
$2.49M +$70.6K +4,388 +3%
TCA
10
Transcend Capital Advisors
New Jersey
$2.08M -$797K -49,573 -28%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.89M -$1.23M -76,213 -39%
LPL Financial
12
LPL Financial
California
$1.73M +$668K +41,517 +63%
EH
13
Equitable Holdings
New York
$1.36M +$468K +29,110 +52%
Cohen & Steers
14
Cohen & Steers
New York
$1.35M +$418K +26,001 +45%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$1.12M +$480K +29,846 +75%
PMG
16
ProVise Management Group
Florida
$1.07M -$419K -26,042 -28%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$1.02M -$15.3K -950 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$1M -$395K -24,571 -28%
Stifel Financial
19
Stifel Financial
Missouri
$820K -$136K -8,465 -14%
WAM
20
Weiss Asset Management
Massachusetts
$742K +$743K +46,210 New
AI
21
ArchPoint Investors
Florida
$709K +$710K +44,158 New
SPIA
22
Steward Partners Investment Advisory
New York
$666K +$43.2K +2,685 +7%
KWM
23
Kingsview Wealth Management
Oregon
$656K -$44.8K -2,785 -6%
LFS
24
Legacy Financial Strategies
Kansas
$625K -$257K -16,009 -29%
Invesco
25
Invesco
Georgia
$624K +$249K +15,498 +66%