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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

75 hedge funds and large institutions have $84.5M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

19% more funds holding

Funds holding: 6375 (+12)

18% more capital invested

Capital invested by funds: $71.8M → $84.5M (+$12.7M)

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

4.99% more ownership

Funds ownership: 25.26%30.25% (+5%)

Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
22
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$11M +$585K +38,972 +6%
Raymond James Financial
2
Raymond James Financial
Florida
$8.95M +$512K +34,129 +6%
Morgan Stanley
3
Morgan Stanley
New York
$6.95M -$1.06M -70,832 -13%
GC
4
Guggenheim Capital
Illinois
$6.69M +$445K +29,643 +7%
RCM
5
Robinson Capital Management
Michigan
$5.64M +$5.7M +379,555 New
Bank of America
6
Bank of America
North Carolina
$4.81M +$465K +30,959 +11%
Wells Fargo
7
Wells Fargo
California
$3.81M +$324K +21,567 +9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.27M +$18.1K +1,204 +0.8%
LSC
9
Logan Stone Capital
Illinois
$1.45M +$1.46M +97,306 New
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$1.45M +$10.8K +722 +0.7%
NA
11
NewEdge Advisors
Louisiana
$1.43M -$224K -14,901 -13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.36M -$56.7K -3,776 -4%
PMG
13
ProVise Management Group
Florida
$1.36M +$43.5K +2,898 +3%
WAM
14
Wolverine Asset Management
Illinois
$1.31M +$1.32M +88,173 New
COLIM
15
City of London Investment Management
United Kingdom
$1.3M
NWMP
16
Noble Wealth Management PBC
Colorado
$1.28M +$118K +7,868 +10%
IA
17
Intellus Advisors
Florida
$1.24M -$7.68K -512 -0.6%
PAS
18
Park Avenue Securities
New York
$1.2M -$77.7K -5,176 -6%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$1.04M +$1.04M +69,607 New
ACA
20
Ackerman Capital Advisors
Texas
$990K +$295K +19,646 +42%
UBS Group
21
UBS Group
Switzerland
$971K -$76.6K -5,104 -7%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$931K +$940K +62,636 New
WFP
23
Worthington Financial Partners
Ohio
$911K +$919K +61,259 New
LPL Financial
24
LPL Financial
California
$839K -$1.06M -70,476 -56%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$759K +$8.55K +570 +1%