MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

65 hedge funds and large institutions have $65.5M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$5.43M
2
Raymond James Financial
2
Raymond James Financial
Florida
$5.93M
3
GC
3
Guggenheim Capital
Illinois
$1.93M
4
Wells Fargo
4
Wells Fargo
California
$4.52M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$606K

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$463K
2
Ameriprise
2
Ameriprise
Minnesota
$452K
3
COLIM
3
City of London Investment Management
United Kingdom
$1.65M
4
AAM
4
Advisors Asset Management
Colorado
$396K
5
UBS Group
5
UBS Group
Switzerland
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.57M 568,430 +27,789 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$5.93M 393,347 +171,635 +77%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$5.43M 359,982 +240,071 +200%
Bank of America
4
Bank of America
North Carolina
$4.72M 313,065 +4,633 +2%
Wells Fargo
5
Wells Fargo
California
$4.52M 299,810 +61,406 +26%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.45M 162,191 +17,390 +12%
NA
7
NewEdge Advisors
Louisiana
$1.99M 131,888 -1,547 -1%
GC
8
Guggenheim Capital
Illinois
$1.93M 127,863 +105,044 +460%
LPL Financial
9
LPL Financial
California
$1.79M 118,799 +39,990 +51%
UBS Group
10
UBS Group
Switzerland
$1.71M 113,320 -53,257 -32%
COLIM
11
City of London Investment Management
United Kingdom
$1.65M 109,614 -91,385 -45%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.45M 95,948 +3,301 +4%
PMG
13
ProVise Management Group
Florida
$1.39M 92,107 +2,760 +3%
IA
14
Intellus Advisors
Florida
$1.34M 88,558 -885 -1%
PAS
15
Park Avenue Securities
New York
$1.32M 87,786 +544 +0.6%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$1.08M 71,859 +15,531 +28%
LSC
17
Logan Stone Capital
Illinois
$1.02M 67,722 -14,295 -17%
SP
18
Stonebrook Private
Michigan
$948K 62,877 -13,020 -17%
RAM
19
Readystate Asset Management
Illinois
$836K 55,429 -25,934 -32%
LCM
20
Landscape Capital Management
New Jersey
$802K 53,213 +31,500 +145%
AQR Capital Management
21
AQR Capital Management
Connecticut
$606K 40,212 +40,212 New
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$606K 40,212 +40,212 New
NWMP
23
Noble Wealth Management PBC
Colorado
$605K 40,150 +150 +0.4%
Stifel Financial
24
Stifel Financial
Missouri
$590K 39,121 -2,750 -7%
SXL
25
Summit X LLC
Missouri
$579K 38,419 +13,678 +55%
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