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Who Owns NYLIM MacKay DefinedTerm Muni Opportunities Fund Stock?

NYSE: MMDFinanceInvestment ManagersUSD

13.93+0.28 (+2.05%)

At close: Oct 9, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
115.75%
Institutional holders
82
  • Institutions 100.0%
  • Insiders 0.0%
  • Public and other 0.0%

Who owns NYLIM MacKay DefinedTerm Muni Opportunities Fund stock?

Institutional investors own about 115.8% of NYLIM MacKay DefinedTerm Muni Opportunities Fund's shares, spread across 82 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.00% of MMD.

The largest institutional holders are Hennion & Walsh Asset Management, Inc. (3.88%), Raymond James Financial, Inc. (3.60%) and Morgan Stanley (2.58%). Together, the top 10 institutions control 19.7% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their MMD positions and 4 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of MMD

NYLIM MacKay DefinedTerm Muni Opportunities Fund top institutional holders
InstitutionShares% HeldChange
Hennion & Walsh Asset Management, Inc.728.96K3.88%-1.0%
Raymond James Financial, Inc.676.97K3.60%+0.2%
Morgan Stanley483.91K2.58%+7.1%
Robinson Capital Management, LLC458.69K2.44%+6.1%
Guggenheim Capital, LLC413.33K2.20%-4.4%
Bank of America Corporation321.16K1.71%+1.0%
Wells Fargo & Company281.47K1.50%+5.5%
Noble Wealth Management Pbc 120.02K0.64%-3.8%
Kestra Advisory Services, LLC112.18K0.60%+627.4%
Royal Bank of Canada106.33K0.57%-28.4%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of MMD

NYLIM MacKay DefinedTerm Muni Opportunities Fund top fund holders
FundShares% Held
INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund458.69K2.44%
HC Capital Trust-The Intermediate Term Municipal Bond Portfolio87.27K0.46%
Collaborative Investment Series TRT-RAREVIEW TAX ADVANTAGED INCOME ETF38.81K0.21%
Rydex Variable Trust-Multi-Hedge Strategies Fund3250.00%
Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund1150.00%

Frequently asked questions

Who is the largest shareholder of NYLIM MacKay DefinedTerm Muni Opportunities Fund?

Hennion & Walsh Asset Management, Inc. is the largest institutional shareholder of MMD, owning 3.88% of shares outstanding (728.96K shares) as of its latest 13F filing.

What percentage of NYLIM MacKay DefinedTerm Muni Opportunities Fund is owned by institutions?

Institutions own about 115.8% of MMD shares and 115.8% of the public float.

How much of NYLIM MacKay DefinedTerm Muni Opportunities Fund do insiders own?

Insiders, such as officers and directors, own about 0.00% of MMD shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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