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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

68 hedge funds and large institutions have $80.7M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $84.5M → $80.7M (-$3.73M)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

1.31% less ownership

Funds ownership: 30.25%28.94% (-1.3%)

9% less funds holding

Funds holding: 7568 (-7)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
21
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$10.9M -$52.7K -3,446 -0.5%
Raymond James Financial
2
Raymond James Financial
Florida
$10M +$1.13M +73,651 +12%
Morgan Stanley
3
Morgan Stanley
New York
$6.71M -$236K -15,453 -3%
RCM
4
Robinson Capital Management
Michigan
$6.46M +$810K +52,947 +14%
GC
5
Guggenheim Capital
Illinois
$6.42M -$266K -17,391 -4%
Bank of America
6
Bank of America
North Carolina
$4.72M -$78.8K -5,151 -2%
Wells Fargo
7
Wells Fargo
California
$3.96M +$162K +10,580 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.2M -$63.8K -4,174 -3%
NWMP
9
Noble Wealth Management PBC
Colorado
$1.78M +$520K +34,007 +40%
NA
10
NewEdge Advisors
Louisiana
$1.44M +$19.6K +1,281 +1%
PMG
11
ProVise Management Group
Florida
$1.42M +$66.2K +4,330 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.4M +$33.8K +2,208 +2%
COLIM
13
City of London Investment Management
United Kingdom
$1.3M
PAS
14
Park Avenue Securities
New York
$1.24M +$37.1K +2,428 +3%
IA
15
Intellus Advisors
Florida
$1.1M -$143K -9,372 -11%
RCM
16
Rivernorth Capital Management
Florida
$1.02M +$433K +28,321 +70%
LSC
17
Logan Stone Capital
Illinois
$967K -$492K -32,204 -33%
LPL Financial
18
LPL Financial
California
$938K +$103K +6,766 +12%
Invesco
19
Invesco
Georgia
$930K +$392K +25,625 +69%
WFP
20
Worthington Financial Partners
Ohio
$832K -$79.9K -5,227 -9%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$767K +$9.14K +598 +1%
UBS Group
22
UBS Group
Switzerland
$749K -$227K -14,820 -23%
WA
23
Whipplewood Advisors
Colorado
$725K -$14.7K -960 -2%
Cohen & Steers
24
Cohen & Steers
New York
$668K
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$659K -$808K -52,830 -54%