MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

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.

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
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
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$5.75M
2
Cerity Partners
2
Cerity Partners
New York
$593K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.09M
4
Bank of America
4
Bank of America
North Carolina
$17.1M
5
Ameriprise
5
Ameriprise
Minnesota
$3.74M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.6M
2
Cohen & Steers
2
Cohen & Steers
New York
$341K
3
GC
3
Guggenheim Capital
Illinois
$6.36M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.6M 1,148,826 -102,526 -8%
Bank of America
2
Bank of America
North Carolina
$17.1M 1,003,812 +22,969 +2%
RJA
3
Raymond James & Associates
Florida
$8.46M 495,727 +1,594 +0.3%
GC
4
Guggenheim Capital
Illinois
$6.36M 372,295 -43,874 -11%
XF
5
XML Financial
Maryland
$6.01M 351,908 +13,200 +4%
AAM
6
Advisors Asset Management
Colorado
$5.75M 337,094 +57,952 +21%
Ameriprise
7
Ameriprise
Minnesota
$3.74M 219,200 +22,808 +12%
Wells Fargo
8
Wells Fargo
California
$3.17M 185,900 +16,324 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.9M 169,708 -156 -0.1%
UBS Group
10
UBS Group
Switzerland
$2.86M 167,353 -18,864 -10%
LPL Financial
11
LPL Financial
California
$2.66M 155,843 +13,224 +9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.6M 152,370 +4,356 +3%
TCA
13
Transcend Capital Advisors
New Jersey
$2.29M 133,960 -5,210 -4%
EH
14
Equitable Holdings
New York
$1.64M 96,133 +7,423 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.32M 77,596 +4,029 +5%
PMG
16
ProVise Management Group
Florida
$1.27M 74,432 -650 -0.9%
USCWA
17
U.S. Capital Wealth Advisors
Texas
$1.19M 69,510 – –
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.09M 63,706 +34,484 +118%
SFWA
19
Summit Financial Wealth Advisors
Louisiana
$1.02M 59,896 -3,574 -6%
Stifel Financial
20
Stifel Financial
Missouri
$909K 53,260 -700 -1%
Invesco
21
Invesco
Georgia
$858K 50,242 -2,405 -5%
KWM
22
Kingsview Wealth Management
Oregon
$783K 45,898 +3,405 +8%
DLG
23
Daniel L. Goodwin
$779K 45,610 +10,600 +30%
AI
24
ArchPoint Investors
Florida
$754K 44,158 – –
LFS
25
Legacy Financial Strategies
Kansas
$734K 42,997 +459 +1%
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