MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD

Overview Fund Activity

58 hedge funds and large institutions have $67.5M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-7
Holders Change %
-10.77%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$4.31M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
$7.12M
3
Raymond James Financial
Raymond James Financial
Florida
$7.42M
4
WA
Whipplewood Advisors
Colorado
$716K
5
GEM
Global Endowment Management
North Carolina
$444K

Top Sellers

1
RAM
Readystate Asset Management
Illinois
$0
2
LSC
Logan Stone Capital
Illinois
$189K
3
AAM
Advisors Asset Management
Colorado
$0
4
Wells Fargo
Wells Fargo
California
$4.05M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.44M +$34.2K +2,313 +0.4%
Raymond James Financial
2
Raymond James Financial
Florida
$7.42M +$1.6M +108,288 +28%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.12M +$1.8M +121,741 +34%
Bank of America
4
Bank of America
North Carolina
$4.83M +$201K +13,581 +4%
GC
5
Guggenheim Capital
Illinois
$4.31M +$2.42M +163,614 +128%
Wells Fargo
6
Wells Fargo
California
$4.05M -$385K -26,034 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.39M -$8.89K -601 -0.4%
NA
8
NewEdge Advisors
Louisiana
$2M +$49.7K +3,357 +3%
LPL Financial
9
LPL Financial
California
$1.75M -$3.54K -239 -0.2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.7M +$276K +18,687 +19%
UBS Group
11
UBS Group
Switzerland
$1.56M -$115K -7,780 -7%
PAS
12
Park Avenue Securities
New York
$1.54M +$242K +16,341 +19%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$1.43M +$365K +24,685 +34%
IA
14
Intellus Advisors
Florida
$1.34M +$33.2K +2,248 +3%
PMG
15
ProVise Management Group
Florida
$1.32M -$37.4K -2,526 -3%
COLIM
16
City of London Investment Management
United Kingdom
$1.29M -$331K -22,347 -20%
SP
17
Stonebrook Private
Michigan
$895K -$35.3K -2,385 -4%
WA
18
Whipplewood Advisors
Colorado
$716K +$712K +48,154 +21,120%
LCM
19
Landscape Capital Management
New Jersey
$680K -$107K -7,207 -14%
Stifel Financial
20
Stifel Financial
Missouri
$646K +$67.4K +4,560 +12%
AQR Capital Management
21
AQR Capital Management
Connecticut
$600K +$4.93K +333 +0.8%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$600K +$4.93K +333 +0.8%
XF
23
XML Financial
Maryland
$568K – – –
WAM
24
Wolverine Asset Management
Illinois
$545K +$360K +24,308 +193%
ACA
25
Ackerman Capital Advisors
Texas
$517K +$49.2K +3,328 +11%
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