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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

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.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $111M → $124M (+$13.3M)

2.55% more ownership

Funds ownership: 24.28%26.83% (+2.6%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

9% less funds holding

Funds holding: 7467 (-7)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.3M -$120K -7,362 -0.8%
Bank of America
2
Bank of America
North Carolina
$14M -$985K -60,527 -7%
SIA
3
Sit Investment Associates
Minnesota
$13.8M +$1.93M +118,386 +17%
AC
4
Almitas Capital
California
$8.3M +$4.49M +275,786 +123%
Jane Street
5
Jane Street
New York
$6.99M +$4.05M +249,215 +144%
AW
6
Atlas Wealth
Ohio
$5.33M +$5.26M +323,207 New
Wells Fargo
7
Wells Fargo
California
$4.57M +$117K +7,212 +3%
Ameriprise
8
Ameriprise
Minnesota
$4.5M +$55K +3,383 +1%
COLIM
9
City of London Investment Management
United Kingdom
$4.33M +$988K +60,734 +30%
RJA
10
Raymond James & Associates
Florida
$4.27M -$354K -21,747 -8%
LPL Financial
11
LPL Financial
California
$3.1M +$179K +11,009 +6%
AAM
12
Advisors Asset Management
Colorado
$3.03M -$595K -36,557 -17%
GC
13
Guggenheim Capital
Illinois
$2.83M -$1.25M -76,845 -31%
UBS Group
14
UBS Group
Switzerland
$2.69M +$479K +29,462 +22%
XF
15
XML Financial
Maryland
$2.45M -$464K -28,497 -16%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.25M -$150K -9,237 -6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.93M -$221K -13,611 -10%
AI
18
ArchPoint Investors
Florida
$1.82M
TCA
19
Transcend Capital Advisors
New Jersey
$1.52M -$276K -16,968 -16%
NA
20
NewEdge Advisors
Louisiana
$1.47M +$875K +53,767 +153%
SP
21
Stonebrook Private
Michigan
$1.37M -$414K -25,438 -24%
PMG
22
ProVise Management Group
Florida
$1.31M +$252K +15,489 +24%
KAS
23
Kestra Advisory Services
Texas
$1.26M +$1.24M +76,119 New
USCWA
24
U.S. Capital Wealth Advisors
Texas
$1.11M -$32.5K -2,000 -3%
EH
25
Equitable Holdings
New York
$954K -$16.6K -1,022 -2%