MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

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.

Holders
73
Holders Change
+13
Holders Change %
+21.67%
% of All Funds
1.07%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.4M
2
SIA
2
Sit Investment Associates
Minnesota
$7.14M
3
AC
3
Almitas Capital
California
$4.83M
4
COLIM
4
City of London Investment Management
United Kingdom
$3.46M
5
SP
5
Stonebrook Private
Michigan
$1.76M

Top Sellers

1
XF
1
XML Financial
Maryland
$3.64M
2
AAM
2
Advisors Asset Management
Colorado
$4.7M
3
Bank of America
3
Bank of America
North Carolina
$15.3M
4
LPL Financial
4
LPL Financial
California
$1.92M
5
TCA
5
Transcend Capital Advisors
New Jersey
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.4M 1,873,722 +736,814 +65%
Bank of America
2
Bank of America
North Carolina
$15.3M 939,343 -67,332 -7%
SIA
3
Sit Investment Associates
Minnesota
$7.14M 439,509 +439,509 New
GC
4
Guggenheim Capital
Illinois
$5.61M 345,147 -17,846 -5%
AC
5
Almitas Capital
California
$4.83M 297,003 +297,003 New
AAM
6
Advisors Asset Management
Colorado
$4.7M 289,416 -73,865 -20%
RJA
7
Raymond James & Associates
Florida
$4.4M 270,817 +42,159 +18%
Wells Fargo
8
Wells Fargo
California
$4.34M 266,954 +60,325 +29%
Ameriprise
9
Ameriprise
Minnesota
$3.96M 245,486 +7,490 +3%
XF
10
XML Financial
Maryland
$3.64M 223,754 -123,179 -36%
COLIM
11
City of London Investment Management
United Kingdom
$3.46M 213,224 +213,224 New
UBS Group
12
UBS Group
Switzerland
$2.36M 145,486 -19,874 -12%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.16M 132,706 -23,912 -15%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.02M 124,411 -41,018 -25%
LPL Financial
15
LPL Financial
California
$1.92M 118,011 -50,124 -30%
AI
16
ArchPoint Investors
Florida
$1.78M 109,514 +28,000 +34%
SP
17
Stonebrook Private
Michigan
$1.76M 108,173 +108,173 New
Osaic Holdings
18
Osaic Holdings
Arizona
$1.57M 96,516 +10 +0%
1CP
19
1607 Capital Partners
Virginia
$1.5M 92,563 +92,563 New
TCA
20
Transcend Capital Advisors
New Jersey
$1.4M 86,449 -47,630 -36%
EH
21
Equitable Holdings
New York
$1.1M 67,666 -9,722 -13%
USCWA
22
U.S. Capital Wealth Advisors
Texas
$1.04M 63,710 -5,800 -8%
PMG
23
ProVise Management Group
Florida
$940K 57,830 -15,100 -21%
SFWA
24
Summit Financial Wealth Advisors
Louisiana
$921K 56,688 -2,000 -3%
GBWM
25
Granite Bay Wealth Management
New Hampshire
$904K 58,590 – –
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