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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

60 hedge funds and large institutions have $97M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

5% more funds holding

Funds holding: 5760 (+3)

0.37% less ownership

Funds ownership: 22.2%21.83% (-0.37%)

8% less capital invested

Capital invested by funds: $106M → $97M (-$8.55M)

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
25
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.1M -$198K -11,918 -1%
Bank of America
2
Bank of America
North Carolina
$16M +$47.6K +2,863 +0.3%
AAM
3
Advisors Asset Management
Colorado
$5.79M +$435K +26,187 +8%
GC
4
Guggenheim Capital
Illinois
$5.78M -$155K -9,302 -2%
XF
5
XML Financial
Maryland
$5.53M -$82.7K -4,975 -1%
Ameriprise
6
Ameriprise
Minnesota
$3.79M +$312K +18,796 +9%
RJA
7
Raymond James & Associates
Florida
$3.64M -$4.44M -267,069 -54%
Wells Fargo
8
Wells Fargo
California
$3.29M +$344K +20,729 +11%
LPL Financial
9
LPL Financial
California
$2.68M +$204K +12,292 +8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.64M +$217K +13,059 +9%
UBS Group
11
UBS Group
Switzerland
$2.63M -$33.1K -1,993 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.5M -$217K -13,090 -8%
TCA
13
Transcend Capital Advisors
New Jersey
$2.14M +$1.98K +119 +0.1%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.54M +$314K +18,910 +24%
AI
15
ArchPoint Investors
Florida
$1.3M +$621K +37,356 +85%
EH
16
Equitable Holdings
New York
$1.23M -$311K -18,745 -19%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$1.21M +$203K +12,203 +19%
PMG
18
ProVise Management Group
Florida
$1.16M -$25K -1,502 -2%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$1.11M
GBWM
20
Granite Bay Wealth Management
New Hampshire
$974K +$974K +58,590 New
SFWA
21
Summit Financial Wealth Advisors
Louisiana
$891K -$20.1K -1,208 -2%
Invesco
22
Invesco
Georgia
$827K +$27.5K +1,657 +3%
Stifel Financial
23
Stifel Financial
Missouri
$826K -$23.8K -1,430 -3%
DLG
24
Daniel L. Goodwin
$825K +$102K +6,150 +13%
KWM
25
Kingsview Wealth Management
Oregon
$703K -$29.5K -1,775 -4%