InsidersTradesSigma
Track the MainStay MacKay DefinedTerm Municipal Opportunities Fund share price and the full management transaction log of the company, a listed equity based in United States. Shares trade on the US market, under the supervision of SEC (Form 4). Operating in the Finance & Banking sector, MainStay MacKay DefinedTerm Municipal Opportunities Fund has published 14 insider filings. Market capitalisation: €281.9m. The latest transaction was reported on 21 August 2023 (Cession). Among the most active insiders: Denlinger Michael. The full history is openly available.
14
Insider Decl.
n/a
Thresholds
€343,563
6 ops.
Buy Volume
€366,234
8 ops.
Sell Volume
29Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 21 August 2023
Declarations14 total
0.067 shares@ US$16.66660.0% of flowShares of beneficial interestSEC:0001518557-23-000003:0
4,567 shares@ US$16.856125.4% of flowShares of beneficial interestSEC:0001518557-23-000002:0
4,326 shares@ US$16.945924.2% of flowShares of beneficial interestSEC:0001518557-23-000001:0
0.315 shares@ US$16.210.0% of flowShares of beneficial interestSEC:0001518557-22-000005:0
1,709 shares@ US$16.1501100.0% of flowShares of beneficial interestSEC:0001552954-22-000001:0
855 shares@ US$15.755.0% of flowShares of beneficial interestSEC:0001518557-22-000004:0
Canonical exit: 9 Jan 2023 (T+90)
3,250 shares@ US$17.229919.6% of flowShares of beneficial interestSEC:0001568205-22-000001:0
Canonical exit: 11 Aug 2022 (T+90)
10,000 shares@ US$17.895662.4% of flowShares of beneficial interestSEC:0001518557-22-000003:0
Canonical exit: 10 Jul 2022 (T+90)
2,000 shares@ US$17.89100.0% of flowShare of beneficial interestSEC:0001518557-22-000002:0
Canonical exit: 10 Jul 2022 (T+90)
4,250 shares@ US$18.150925.8% of flowShares of beneficial interestSEC:0001518557-22-000001:0
Canonical exit: 7 Jul 2022 (T+90)
400 shares@ US$22.39100.0% of flowShares of beneficial interestSEC:0001549066-21-000003:0
Canonical exit: 19 Aug 2021 (T+90)
3,000 shares@ US$22.6621100.0% of flowShares of beneficial interestSEC:0001769190-21-000001:0
2,500 shares@ US$22.8736100.0% of flowShares of beneficial interestSEC:0001285634-21-000001:0
5,233 shares@ US$22.903237.6% of flowShares of beneficial interestSEC:0001081496-21-000001:0
14 of 14 declarations
关于 MainStay MacKay DefinedTerm Municipal Opportunities Fund
MainStay MacKay DefinedTerm Municipal Opportunities Fund (NYSE: MMD) 是一家在美国上市的封闭式投资基金，组织形式为特拉华州法定信托，并注册为投资公司。其主要执行地址位于纽约州纽约市麦迪逊大道51号，而美国证券交易委员会（SEC）备案文件中的行政服务参考也指向新泽西州泽西市。该基金成立于2011年，并于2012年6月26日开始运营，使其成为美国市政债券领域中一个历史悠久的工具。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1518557/000119312520197845/d889114dncsr.htm?utm_source=openai)) 该基金的策略核心是通过主要投资于长期市政债务证券来产生联邦免税收入。其投资组合主要由美国各州、地方政府、政治分区、机构和公共部门发行的债券组成。近期美国证券交易委员会的投资组合披露显示，该基金在各州和各行业都有广泛的敞口，反映出其采用的是多元化的市政信用方法，而非狭窄的单一发行人策略。该基金还可以利用杠杆，包括投标期权债券交易和其他融资结构，这可以增加收入，但也会增加对利率变动、利差扩大和信用恶化的敏感性。（[sec.gov](https://www.sec.gov/Archives/edgar/data/0001518557/000119312525170891/d17478dncsr.htm?utm_source=openai)) 从竞争角度来看，MMD 最适合被理解为一只积极管理、交易所交易的封闭式基金，旨在为寻求市政收入并具有每日市场流动性的投资者服务。其竞争优势在于通过更广泛的 New York Life Investments/MainStay 平台，获取 MacKay Shields 的市政债券专业知识。对于法国、比利时或瑞士的投资者而言，关键在于其股票在美国股票市场交易，因此市场价格可能与资产净值存在显著差异。这种折价/溢价动态是投资案例的一个决定性特征，应与投资组合质量和杠杆一起进行监控。在基金截至2025年5月31日的年度报告中，总净资产约为 $295.6 million，管理资产约为 $471.0 million，且股票以低于资产净值的价格交易。（[sec.gov](https://www.sec.gov/Archives/edgar/data/0001518557/000119312525170891/d17478dncsr.htm?utm_source=openai)) 从地理上看，该业务绝大部分以美国为中心：基础资产是美国发行的市政证券，该基金通过美国上市的纽约证券交易所（NYSE）平台以股票代码 MMD 向投资者销售。最近最值得关注的进展是2024年的公司品牌重塑，当时该基金将其名称更改为 NYLI MacKay DefinedTerm Muni Opportunities Fund，但保留了相同的股票代码。2024年11月，该基金还披露了要约收购的初步结果，表明其在资本结构管理和股东流动性方面采取了积极的方法。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1518557/000119312525170891/d17478dncsr.htm?utm_source=openai))
