MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

64 hedge funds and large institutions have $124M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
22
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$19.5M
2
Jane Street
2
Jane Street
New York
$11.7M
3
AC
3
Almitas Capital
California
$9.89M
4
Ameriprise
4
Ameriprise
Minnesota
$4.94M
5
CWP
5
Cyndeo Wealth Partners
Florida
$283K

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
Bank of America
2
Bank of America
North Carolina
$12.4M
3
GC
3
Guggenheim Capital
Illinois
$1.5M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$0
5
AAM
5
Advisors Asset Management
Colorado
$2.08M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$19.5M 1,154,360 +322,105 +39%
Morgan Stanley
2
Morgan Stanley
New York
$13.7M 814,093 -50,116 -6%
Bank of America
3
Bank of America
North Carolina
$12.4M 738,175 -105,046 -12%
Jane Street
4
Jane Street
New York
$11.7M 692,000 +270,153 +64%
AC
5
Almitas Capital
California
$9.89M 586,738 +86,331 +17%
Ameriprise
6
Ameriprise
Minnesota
$4.94M 293,038 +21,509 +8%
COLIM
7
City of London Investment Management
United Kingdom
$4.4M 260,985 – –
RJA
8
Raymond James & Associates
Florida
$4.23M 251,062 -6,669 -3%
Wells Fargo
9
Wells Fargo
California
$4.18M 248,083 -27,336 -10%
LPL Financial
10
LPL Financial
California
$3.1M 183,802 -3,337 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.36M 139,869 +4,454 +3%
XF
12
XML Financial
Maryland
$2.26M 134,072 -13,731 -9%
AAM
13
Advisors Asset Management
Colorado
$2.08M 123,488 -59,245 -32%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.96M 116,446 +64 +0.1%
UBS Group
15
UBS Group
Switzerland
$1.94M 115,290 -47,184 -29%
AI
16
ArchPoint Investors
Florida
$1.85M 109,514 – –
NA
17
NewEdge Advisors
Louisiana
$1.65M 97,692 +8,828 +10%
TCA
18
Transcend Capital Advisors
New Jersey
$1.52M 90,437 -1,344 -1%
GC
19
Guggenheim Capital
Illinois
$1.5M 88,855 -81,950 -48%
PMG
20
ProVise Management Group
Florida
$1.45M 85,969 +7,250 +9%
KAS
21
Kestra Advisory Services
Texas
$1.41M 83,369 +7,250 +10%
SP
22
Stonebrook Private
Michigan
$1.29M 76,679 -5,937 -7%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$851K 50,483 +8,108 +19%
Stifel Financial
24
Stifel Financial
Missouri
$819K 48,556 +4,130 +9%
1CP
25
1607 Capital Partners
Virginia
$719K 42,660 – –
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