MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

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.

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
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.45M
2
XF
2
XML Financial
Maryland
$5.89M
3
AAM
3
Advisors Asset Management
Colorado
$4.85M
4
LPL Financial
4
LPL Financial
California
$2.48M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.57M

Top Sellers

1
WAM
1
Weiss Asset Management
Massachusetts
$0
2
UBS Group
2
UBS Group
Switzerland
$3.24M
3
Millennium Management
3
Millennium Management
New York
$0
4
WP
4
Woodline Partners
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$21.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.7M 1,251,352 -19,386 -2%
Bank of America
2
Bank of America
North Carolina
$17M 980,843 +15,385 +2%
RJA
3
Raymond James & Associates
Florida
$8.59M 494,133 -16,813 -3%
GC
4
Guggenheim Capital
Illinois
$7.23M 416,169 +24,460 +6%
XF
5
XML Financial
Maryland
$5.89M 338,708 +48,450 +17%
AAM
6
Advisors Asset Management
Colorado
$4.85M 279,142 +35,702 +15%
Ameriprise
7
Ameriprise
Minnesota
$3.45M 196,392 +165,983 +546%
UBS Group
8
UBS Group
Switzerland
$3.24M 186,217 -23,539 -11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.95M 169,864 -4,253 -2%
Wells Fargo
10
Wells Fargo
California
$2.95M 169,576 +14,823 +10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.57M 148,014 +30,133 +26%
LPL Financial
12
LPL Financial
California
$2.48M 142,619 +35,163 +33%
TCA
13
Transcend Capital Advisors
New Jersey
$2.42M 139,170 +9,600 +7%
EH
14
Equitable Holdings
New York
$1.54M 88,710 +3,882 +5%
PMG
15
ProVise Management Group
Florida
$1.3M 75,082 +8,215 +12%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.28M 73,567 +11,016 +18%
USCWA
17
U.S. Capital Wealth Advisors
Texas
$1.21M 69,510 – –
Cohen & Steers
18
Cohen & Steers
New York
$1.21M 69,413 -14,672 -17%
SFWA
19
Summit Financial Wealth Advisors
Louisiana
$1.1M 63,470 – –
Stifel Financial
20
Stifel Financial
Missouri
$938K 53,960 +2,890 +6%
Invesco
21
Invesco
Georgia
$915K 52,647 +13,803 +36%
AI
22
ArchPoint Investors
Florida
$767K 44,158 – –
LFS
23
Legacy Financial Strategies
Kansas
$739K 42,538 +3,596 +9%
KWM
24
Kingsview Wealth Management
Oregon
$739K 42,493 +1,655 +4%
SPIA
25
Steward Partners Investment Advisory
New York
$729K 41,956 +480 +1%
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