M
MainStay MacKay DefinedTerm Municipal Opportunities
MMD • NYSE
MainStay MacKay DefinedTerm Municipal Opportunities is a publicly traded company on NYSE. As of Q3 2025, 53 institutional investors hold shares in this company, with total holdings valued at $64.6M. Hennion & Walsh Asset Management, Inc. is the largest holder with a position valued at $10.6M.
Websitenylinvestments.com
Overview
Overview of institutional ownership in MMD as of Q3 2025
All Institutions
- Institutions
- 53
- Value Held
- $64.6M
- Shares Held
- 4.3M
- Avg Position
- $1.2M
- Median Position
- $362.6K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $967.9K
- Shares Held
- 64.0K
- Avg Position
- $483.9K
- Median Position
- $483.9K
Biggest Investors
Institutions with the largest positions in MMD as of Q3 2025
| Institution | Position Value |
|---|---|
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $10.6M 0.39% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $8.6M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $8.1M 0.00% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $6.4M 0.05% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $4.4M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $3.5M 0.00% of portfolio |
L LPL Financial LLC Institution | $1.9M 0.00% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $1.7M 0.01% of portfolio |
 Thomas J. Herzfeld Advisors, Inc. Long Only Manager | $1.5M 0.50% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $1.4M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for MMD in Q3 2025
- Traded
- +$2.2M
- Buyers
- 24
- Sellers
- 22
- Total Bought
- +$8.1M
- Total Sold
- −$5.8M
- Avg Position
- $1.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Hennion & Walsh Asset Management, Inc. RIA/Wealth | +$3.3M +218.8K shares |
G GUGGENHEIM CAPITAL LLC Institution | +$1.9M +128.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.0M +66.2K shares |
J JANE STREET GROUP, LLC Institution | +$312.8K +20.7K shares |
A Arlington Capital Management, Inc. Institution | +$242.4K +16.0K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | +$229.4K +15.2K shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | +$184.4K +12.1K shares |
A Ackerman Capital Advisors, LLC RIA/Wealth | +$181.6K +12.0K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$150.2K +9.9K shares |
L LPL Financial LLC Institution | +$126.3K +8.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Stonebrook Private Inc. RIA/Wealth | −$894.7K −60.5K shares |
WELLS FARGO & COMPANY/MN Institution | −$593.1K −39.2K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$545.5K −36.9K shares |
 UBS Group AG Institution | −$532.0K −35.2K shares |
BANK OF AMERICA CORP /DE/ Institution | −$520.7K −34.4K shares |
MORGAN STANLEY RIA/Wealth | −$493.1K −32.6K shares |
 Calamos Advisors LLC Long Only Manager | −$435.4K −29.4K shares |
Goss Wealth Management LLC RIA/Wealth | −$369.2K −24.4K shares |
 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral | −$349.2K −23.1K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$288.5K −19.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited MMD in Q3 2025
- New Positions
- 3
- New Value
- $184.6K
- Exited Positions
- 5
- Exited Value
- $2.3M
New Positions
| Institution | Position Value |
|---|---|
Mount Yale Investment Advisors, LLC RIA/Wealth | $184.4K 12.1K shares |
$212.0 14.0 shares | |
E EASTERN BANK Institution | $15.0 1.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Stonebrook Private Inc. RIA/Wealth | $894.7K 60.5K shares |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $545.5K 36.9K shares |
Calamos Advisors LLC Long Only Manager | $435.4K 29.4K shares |
S Summit Financial Wealth Advisors, LLC RIA/Wealth | $199.7K 13.5K shares |
 Logan Stone Capital, LLC Hedge Fund•Long/Short | $189.3K 12.8K shares |
Options Activity
Institutions with the largest Call and Put options positions in MMD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with MMD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Thomas J. Herzfeld Advisors, Inc. Long Only Manager | 0.50% $1.5M |
W Whipplewood Advisors, LLC RIA/Wealth | 0.49% $750.0K |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.39% $10.6M |
 INTEGRATED CAPITAL MANAGEMENT, INC. RIA/Wealth | 0.18% $256.6K |
 Intellus Advisors LLC RIA/Wealth | 0.17% $1.3M |
A Arlington Capital Management, Inc. Institution | 0.16% $242.4K |
A Ackerman Capital Advisors, LLC RIA/Wealth | 0.15% $710.3K |
 ProVise Management Group, LLC RIA/Wealth | 0.10% $1.3M |
 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Long Only Manager | 0.10% $1.3M |
G Gilliland Jeter Wealth Management LLC RIA/Wealth | 0.08% $244.8K |
Hedge Fund Spotlight
Discover hedge funds investing in MMD
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
M
Position in MainStay MacKay DefinedTerm Municipal Opportunities
- Market Value
- $621.0K
- Shares Held
- 41.0K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
