MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

67 hedge funds and large institutions have $124M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
-7
Holders Change %
-9.46%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
3
Increased
25
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$5.33M
2
AC
2
Almitas Capital
California
$8.3M
3
Jane Street
3
Jane Street
New York
$6.99M
4
SIA
4
Sit Investment Associates
Minnesota
$13.8M
5
KAS
5
Kestra Advisory Services
Texas
$1.26M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$2.83M
2
Bank of America
2
Bank of America
North Carolina
$14M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$649K
4
AAM
4
Advisors Asset Management
Colorado
$3.03M
5
XF
5
XML Financial
Maryland
$2.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.3M 864,209 -7,362 -0.8%
Bank of America
2
Bank of America
North Carolina
$14M 843,221 -60,527 -7%
SIA
3
Sit Investment Associates
Minnesota
$13.8M 832,255 +118,386 +17%
AC
4
Almitas Capital
California
$8.3M 500,407 +275,786 +123%
Jane Street
5
Jane Street
New York
$6.99M 421,847 +249,215 +144%
AW
6
Atlas Wealth
Ohio
$5.33M 323,207 +323,207 New
Wells Fargo
7
Wells Fargo
California
$4.57M 275,419 +7,212 +3%
Ameriprise
8
Ameriprise
Minnesota
$4.5M 271,529 +3,383 +1%
COLIM
9
City of London Investment Management
United Kingdom
$4.33M 260,985 +60,734 +30%
RJA
10
Raymond James & Associates
Florida
$4.27M 257,731 -21,747 -8%
LPL Financial
11
LPL Financial
California
$3.1M 187,139 +11,009 +6%
AAM
12
Advisors Asset Management
Colorado
$3.03M 182,733 -36,557 -17%
GC
13
Guggenheim Capital
Illinois
$2.83M 170,805 -76,845 -31%
UBS Group
14
UBS Group
Switzerland
$2.69M 162,474 +29,462 +22%
XF
15
XML Financial
Maryland
$2.45M 147,803 -28,497 -16%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.25M 135,415 -9,237 -6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.93M 116,382 -13,611 -10%
AI
18
ArchPoint Investors
Florida
$1.82M 109,514 – –
TCA
19
Transcend Capital Advisors
New Jersey
$1.52M 91,781 -16,968 -16%
NA
20
NewEdge Advisors
Louisiana
$1.47M 88,864 +53,767 +153%
SP
21
Stonebrook Private
Michigan
$1.37M 82,616 -25,438 -24%
PMG
22
ProVise Management Group
Florida
$1.31M 78,719 +15,489 +24%
KAS
23
Kestra Advisory Services
Texas
$1.26M 76,119 +76,119 New
USCWA
24
U.S. Capital Wealth Advisors
Texas
$1.11M 67,010 -2,000 -3%
EH
25
Equitable Holdings
New York
$954K 57,527 -1,022 -2%
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