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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

73 hedge funds and large institutions have $126M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

30% more capital invested

Capital invested by funds: $97M → $126M (+$28.8M)

22% more funds holding

Funds holding: 6073 (+13)

5.88% more ownership

Funds ownership: 21.83%27.71% (+5.9%)

58% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 31

Holders
73
Holders Change
+13
Holders Change %
+21.67%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
13
Reduced
31
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
$30.4M +$11.4M +736,814 +65%
Bank of America
2
Bank of America
North Carolina
$15.3M -$1.04M -67,332 -7%
SIA
3
Sit Investment Associates
Minnesota
$7.14M +$6.78M +439,509 New
GC
4
Guggenheim Capital
Illinois
$5.61M -$275K -17,846 -5%
AC
5
Almitas Capital
California
$4.83M +$4.58M +297,003 New
AAM
6
Advisors Asset Management
Colorado
$4.7M -$1.14M -73,865 -20%
RJA
7
Raymond James & Associates
Florida
$4.4M +$651K +42,159 +18%
Wells Fargo
8
Wells Fargo
California
$4.34M +$931K +60,325 +29%
Ameriprise
9
Ameriprise
Minnesota
$3.96M +$116K +7,490 +3%
XF
10
XML Financial
Maryland
$3.64M -$1.9M -123,179 -36%
COLIM
11
City of London Investment Management
United Kingdom
$3.46M +$3.29M +213,224 New
UBS Group
12
UBS Group
Switzerland
$2.36M -$307K -19,874 -12%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.16M -$369K -23,912 -15%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.02M -$633K -41,018 -25%
LPL Financial
15
LPL Financial
California
$1.92M -$774K -50,124 -30%
AI
16
ArchPoint Investors
Florida
$1.78M +$432K +28,000 +34%
SP
17
Stonebrook Private
Michigan
$1.76M +$1.67M +108,173 New
Osaic Holdings
18
Osaic Holdings
Arizona
$1.57M +$154 +10 +0%
1CP
19
1607 Capital Partners
Virginia
$1.5M +$1.43M +92,563 New
TCA
20
Transcend Capital Advisors
New Jersey
$1.4M -$735K -47,630 -36%
EH
21
Equitable Holdings
New York
$1.1M -$150K -9,722 -13%
USCWA
22
U.S. Capital Wealth Advisors
Texas
$1.04M -$89.5K -5,800 -8%
PMG
23
ProVise Management Group
Florida
$940K -$233K -15,100 -21%
SFWA
24
Summit Financial Wealth Advisors
Louisiana
$921K -$30.9K -2,000 -3%
GBWM
25
Granite Bay Wealth Management
New Hampshire
$904K