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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

57 hedge funds and large institutions have $106M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

0% more funds holding

Funds holding: 5757 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.05% less ownership

Funds ownership: 22.25%22.2% (-0.05%)

2% less capital invested

Capital invested by funds: $107M → $106M (-$1.69M)

Holders
57
Holders Change
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
25
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.6M -$1.75M -102,526 -8%
Bank of America
2
Bank of America
North Carolina
$17.1M +$392K +22,969 +2%
RJA
3
Raymond James & Associates
Florida
$8.46M +$27.2K +1,594 +0.3%
GC
4
Guggenheim Capital
Illinois
$6.36M -$748K -43,874 -11%
XF
5
XML Financial
Maryland
$6.01M +$225K +13,200 +4%
AAM
6
Advisors Asset Management
Colorado
$5.75M +$988K +57,952 +21%
Ameriprise
7
Ameriprise
Minnesota
$3.74M +$389K +22,808 +12%
Wells Fargo
8
Wells Fargo
California
$3.17M +$278K +16,324 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.9M -$2.66K -156 -0.1%
UBS Group
10
UBS Group
Switzerland
$2.86M -$322K -18,864 -10%
LPL Financial
11
LPL Financial
California
$2.66M +$225K +13,224 +9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.6M +$74.3K +4,356 +3%
TCA
13
Transcend Capital Advisors
New Jersey
$2.29M -$88.8K -5,210 -4%
EH
14
Equitable Holdings
New York
$1.64M +$127K +7,423 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.32M +$68.7K +4,029 +5%
PMG
16
ProVise Management Group
Florida
$1.27M -$11.1K -650 -0.9%
USCWA
17
U.S. Capital Wealth Advisors
Texas
$1.19M
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.09M +$588K +34,484 +118%
SFWA
19
Summit Financial Wealth Advisors
Louisiana
$1.02M -$60.9K -3,574 -6%
Stifel Financial
20
Stifel Financial
Missouri
$909K -$11.9K -700 -1%
Invesco
21
Invesco
Georgia
$858K -$41K -2,405 -5%
KWM
22
Kingsview Wealth Management
Oregon
$783K +$58K +3,405 +8%
DLG
23
Daniel L. Goodwin
$779K +$181K +10,600 +30%
AI
24
ArchPoint Investors
Florida
$754K
LFS
25
Legacy Financial Strategies
Kansas
$734K +$7.82K +459 +1%