MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

60 hedge funds and large institutions have $57.4M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 22 closing their positions.

Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
10
Reduced
23
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$3.31M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.79M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.38M
4
IA
4
Intellus Advisors
Florida
$1.34M
5
PAS
5
Park Avenue Securities
New York
$1.3M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
Jane Street
2
Jane Street
New York
$157K
3
AC
3
Almitas Capital
California
$0
4
Bank of America
4
Bank of America
North Carolina
$4.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.07M 540,641 -273,452 -34%
Bank of America
2
Bank of America
North Carolina
$4.6M 308,432 -429,743 -58%
Wells Fargo
3
Wells Fargo
California
$3.56M 238,404 -9,679 -4%
Raymond James Financial
4
Raymond James Financial
Florida
$3.31M 221,712 +221,712 New
COLIM
5
City of London Investment Management
United Kingdom
$3M 200,999 -59,986 -23%
Ameriprise
6
Ameriprise
Minnesota
$2.54M 168,899 -124,139 -42%
UBS Group
7
UBS Group
Switzerland
$2.49M 166,577 +51,287 +44%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.16M 144,801 +4,932 +4%
NA
9
NewEdge Advisors
Louisiana
$1.99M 133,435 +35,743 +37%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$1.79M 119,911 +119,911 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.38M 92,647 +92,647 New
IA
12
Intellus Advisors
Florida
$1.34M 89,443 +89,443 New
PMG
13
ProVise Management Group
Florida
$1.33M 89,347 +3,378 +4%
AAM
14
Advisors Asset Management
Colorado
$1.31M 88,062 -35,426 -29%
PAS
15
Park Avenue Securities
New York
$1.3M 87,242 +87,242 New
LSC
16
Logan Stone Capital
Illinois
$1.22M 82,017 +82,017 New
RAM
17
Readystate Asset Management
Illinois
$1.21M 81,363 +81,363 New
LPL Financial
18
LPL Financial
California
$1.18M 78,809 -104,993 -57%
SP
19
Stonebrook Private
Michigan
$1.13M 75,897 -782 -1%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$841K 56,328 +56,328 New
XF
21
XML Financial
Maryland
$710K 47,546 -86,526 -65%
Stifel Financial
22
Stifel Financial
Missouri
$625K 41,871 -6,685 -14%
NWMP
23
Noble Wealth Management PBC
Colorado
$597K 40,000 +40,000 New
SFWA
24
Summit Financial Wealth Advisors
Louisiana
$536K 34,525 -6,921 -17%
EH
25
Equitable Holdings
New York
$528K 35,371 +1,115 +3%
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