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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

57 hedge funds and large institutions have $107M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

13% more capital invested

Capital invested by funds: $94.9M → $107M (+$12.4M)

1.03% more ownership

Funds ownership: 21.22%22.25% (+1%)

7% less funds holding

Funds holding: 6157 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
28
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.7M -$337K -19,386 -2%
Bank of America
2
Bank of America
North Carolina
$17M +$268K +15,385 +2%
RJA
3
Raymond James & Associates
Florida
$8.59M -$293K -16,813 -3%
GC
4
Guggenheim Capital
Illinois
$7.23M +$426K +24,460 +6%
XF
5
XML Financial
Maryland
$5.89M +$843K +48,450 +17%
AAM
6
Advisors Asset Management
Colorado
$4.85M +$621K +35,702 +15%
Ameriprise
7
Ameriprise
Minnesota
$3.45M +$2.89M +165,983 +546%
UBS Group
8
UBS Group
Switzerland
$3.24M -$410K -23,539 -11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.95M -$74K -4,253 -2%
Wells Fargo
10
Wells Fargo
California
$2.95M +$258K +14,823 +10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.57M +$524K +30,133 +26%
LPL Financial
12
LPL Financial
California
$2.48M +$612K +35,163 +33%
TCA
13
Transcend Capital Advisors
New Jersey
$2.42M +$167K +9,600 +7%
EH
14
Equitable Holdings
New York
$1.54M +$67.6K +3,882 +5%
PMG
15
ProVise Management Group
Florida
$1.3M +$143K +8,215 +12%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.28M +$192K +11,016 +18%
USCWA
17
U.S. Capital Wealth Advisors
Texas
$1.21M
Cohen & Steers
18
Cohen & Steers
New York
$1.21M -$255K -14,672 -17%
SFWA
19
Summit Financial Wealth Advisors
Louisiana
$1.1M
Stifel Financial
20
Stifel Financial
Missouri
$938K +$50.3K +2,890 +6%
Invesco
21
Invesco
Georgia
$915K +$240K +13,803 +36%
AI
22
ArchPoint Investors
Florida
$767K
LFS
23
Legacy Financial Strategies
Kansas
$739K +$62.6K +3,596 +9%
KWM
24
Kingsview Wealth Management
Oregon
$739K +$28.8K +1,655 +4%
SPIA
25
Steward Partners Investment Advisory
New York
$729K +$8.35K +480 +1%