MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

74 hedge funds and large institutions have $111M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.7M
2
Jane Street
2
Jane Street
New York
$2.82M
3
LPL Financial
3
LPL Financial
California
$2.88M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$745K
5
Ameriprise
5
Ameriprise
Minnesota
$4.37M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.3M
2
GC
2
Guggenheim Capital
Illinois
$4.05M
3
AC
3
Almitas Capital
California
$3.67M
4
AAM
4
Advisors Asset Management
Colorado
$3.59M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$14.8M 903,748 -35,595 -4%
Morgan Stanley
2
Morgan Stanley
New York
$14.3M 871,571 -1,002,151 -53%
SIA
3
Sit Investment Associates
Minnesota
$11.7M 713,869 +274,360 +62%
RJA
4
Raymond James & Associates
Florida
$4.57M 279,478 +8,661 +3%
Wells Fargo
5
Wells Fargo
California
$4.39M 268,207 +1,253 +0.5%
Ameriprise
6
Ameriprise
Minnesota
$4.37M 268,146 +22,660 +9%
GC
7
Guggenheim Capital
Illinois
$4.05M 247,650 -97,497 -28%
AC
8
Almitas Capital
California
$3.67M 224,621 -72,382 -24%
AAM
9
Advisors Asset Management
Colorado
$3.59M 219,290 -70,126 -24%
COLIM
10
City of London Investment Management
United Kingdom
$3.27M 200,251 -12,973 -6%
XF
11
XML Financial
Maryland
$2.88M 176,300 -47,454 -21%
LPL Financial
12
LPL Financial
California
$2.88M 176,130 +58,119 +49%
Jane Street
13
Jane Street
New York
$2.82M 172,632 +172,632 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.37M 144,652 +11,946 +9%
UBS Group
15
UBS Group
Switzerland
$2.17M 133,012 -12,474 -9%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.13M 129,993 +5,582 +4%
AI
17
ArchPoint Investors
Florida
$1.79M 109,514 – –
TCA
18
Transcend Capital Advisors
New Jersey
$1.78M 108,749 +22,300 +26%
SP
19
Stonebrook Private
Michigan
$1.77M 108,054 -119 -0.1%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.6M 97,686 +1,170 +1%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$1.13M 69,010 +5,300 +8%
PMG
22
ProVise Management Group
Florida
$1.03M 63,230 +5,400 +9%
EH
23
Equitable Holdings
New York
$957K 58,549 -9,117 -13%
SFWA
24
Summit Financial Wealth Advisors
Louisiana
$850K 51,996 -4,692 -8%
Stifel Financial
25
Stifel Financial
Missouri
$778K 47,567 -1,228 -3%
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