Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NYLI MACKAY DEFINEDTERM MUNI COM (MMD)

73 + Investors. Track Smart Money conviction in MMD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — MMD

Based on 73 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added MMD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
73 hedge funds hold MMD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

39 buying25 selling
Last quarter: 39 funds were net buyers (19 opened a brand new position + 20 added to an existing one). Only 25 were sellers (18 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new MMD position: 13 → 6 → 8 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 27% medium ■ 26% new
34 out of 73 hedge funds have held MMD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

20 → 13 → 6 → 8 → 19 new funds/Q
New funds entering each quarter: 13 → 6 → 8 → 19. A growing number of institutions are discovering MMD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 7% 1-2yr ■ 36% new
Of 73 current holders: 42 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
12 of 73 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MMD

How many hedge funds hold MMD — quarterly history vs. share price
Quarterly hedge fund ownership of MMD vs. share price

Market Analysis: MMD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MMD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: MMD
2026 Q1 Stats Unlock in 13 days 73 + Investors

Track Smart Money conviction in MMD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 73 61 19.67%
13F Shares 6M 5M 20.41%
Total Value $85M $70M 21.94%
New Positions 19 8 +11
Increased Positions 20 18 +2
Closed Positions 7 5 +2
Reduced Positions 18 21 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MMD

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

73 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MMD. Verified SEC 13F-HR filings.

Top 25 institutional holders of MMD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Noble Wealth Management PBC 0.90% 120,000 $1.8M
2 Worthington Financial Partners, LLC 0.71% 56,032 $832K
3 Whipplewood Advisors, LLC 0.38% 48,812 $725K
4 Arlington Capital Management, Inc. 0.15% 17,441 $259K
5 Financially in Tune, LLC 0.13% 10,415 $155K
6 Ackerman Capital Advisors, LLC 0.13% 43,675 $649K
7 Rareview Capital LLC 0.09% 10,767 $159K
8 WealthPLAN Partners, LLC 0.08% 26,420 $392K
9 XML Financial, LLC 0.04% 32,505 $483K
10 Compass Financial Group, INC/SD 0.03% 14,014 $208K
11 Pasadena Private Wealth, LLC 0.02% 10,000 $148K
12 WEDBUSH SECURITIES INC 0.01% 30,822 —
13 Plancorp, LLC 0.01% 23,807 $361K
14 PARK AVENUE SECURITIES LLC 0.01% 83,138 $1K
15 Smallwood Wealth Investment Management, LLC 0.01% 745 $11K
16 FNY Investment Advisers, LLC 0.00% 600 —
17 CoreCap Advisors, LLC 0.00% 3,910 $58K
18 OPPENHEIMER & CO INC 0.00% 10,208 $152K
19 WOLVERINE ASSET MANAGEMENT LLC 0.00% 11,101 $165K
20 Kestra Advisory Services, LLC 0.00% 15,422 $229K
21 ENVESTNET ASSET MANAGEMENT INC 0.00% 93,997 $1.4M
22 LPL Financial LLC 0.00% 63,198 $938K
23 UBS Group AG 0.00% 50,454 $749K
24 FIFTH THIRD BANCORP 0.00% 3,647 $54K
25 Farther Finance Advisors, LLC 0.00% 500 $7K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NYLI MACKAY DEFINEDTERM MUNI COM (MMD)

What does the Smart Money Trend signal show for MMD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MMD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MMD?

More buyers than sellers — 61% buying: Last quarter: 39 funds were net buyers (19 opened a brand new position + 20 added to an existing one). Only 25 were sellers (18 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MMD holders?

Strong quality — 30% AUM from major funds: 12 of 73 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MMD?

47% of holders stayed for 2+ years: 34 out of 73 hedge funds have held MMD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.