Who Owns MMD?
NYLI MacKay DefinedTerm Muni Opportunities Fund — Institutional Ownership & 13F Holdings
$15.03
-0.07 (-0.46%)
Market Cap
$289.4M
Shares Outstanding
18,779,453
Institutional Holders
66
Total Inst. Value
$526.6M
% of Float Held
—
QoQ Holder Change
+11
Institutional data as of Q1 2025
New Positions
20
Closed Positions
9
Increased
20
Decreased
19
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $467.1M | 30,972 |
| 2 | MORGAN STANLEY | $8.6M | 568,430 |
| 3 | RAYMOND JAMES FINANCIAL INC | $5.9M | 393,347 |
| 4 | Hennion & Walsh Asset Management, Inc. | $5.4M | 359,982 |
| 5 | BANK OF AMERICA CORP /DE/ | $4.7M | 313,065 |
| 6 | WELLS FARGO & COMPANY/MN | $4.5M | 299,810 |
| 7 | ROYAL BANK OF CANADA | $2.4M | 162,191 |
| 8 | NewEdge Advisors, LLC | $2.0M | 131,888 |
| 9 | GUGGENHEIM CAPITAL LLC | $1.9M | 127,863 |
| 10 | UBS Group AG | $1.7M | 113,320 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +1K | $467.1M |
| MORGAN STANLEY | +28K | $8.6M |
| RAYMOND JAMES FINANCIAL INC | +172K | $5.9M |
| Hennion & Walsh Asset Management, Inc. | +240K | $5.4M |
| BANK OF AMERICA CORP /DE/ | +5K | $4.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | -139K | $452K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | -91K | $1.7M |
| Advisors Asset Management, Inc. | -62K | $396K |
| UBS Group AG | -53K | $1.7M |
| Whipplewood Advisors, LLC | -30K | $463K |
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Frequently Asked Questions
How many institutional investors hold MMD?
As of Q1 2025, 66 institutional investors report holding MMD (NYLI MacKay DefinedTerm Muni Opportunities Fund) in their 13F filings.
Which hedge fund owns the most MMD?
The largest institutional holder of MMD is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $467.1M in shares.
Are institutions buying or selling MMD?
This quarter, 20 institutions opened new positions in MMD and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.