MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund

52 hedge funds and large institutions have $219M invested in MainStay CBRE Global Infrastructure Megatrends Term Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
20
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$748K +$43.1K +3,147 +6%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$662K
RCM
28
Rivernorth Capital Management
Florida
$660K +$660K +48,171 New
OC
29
Oppenheimer & Co
New York
$649K +$14.5K +1,062 +2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$579K +$57.8K +4,220 +11%
DWM
31
Dakota Wealth Management
Florida
$569K +$20.6K +1,500 +4%
CA
32
Claro Advisors
Massachusetts
$514K +$3.58K +261 +0.7%
SPIA
33
Steward Partners Investment Advisory
New York
$422K -$2.65M -193,433 -86%
WS
34
Wedbush Securities
California
$378K -$11K -800 -3%
Cerity Partners
35
Cerity Partners
New York
$378K
RJT
36
Raymond James Trust
Florida
$367K
LPL Financial
37
LPL Financial
California
$340K +$67.6K +4,934 +25%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$277K +$329 +24 +0.1%
DWP
39
Daymark Wealth Partners
Ohio
$274K
SCA
40
Snowden Capital Advisors
New York
$240K
AA
41
AQR Arbitrage
Connecticut
$228K +$228K +16,637 New
Mariner
42
Mariner
Kansas
$214K +$8.56K +625 +4%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$209K +$209K +15,257 New
WAM
44
Wolverine Asset Management
Illinois
$181K -$584K -42,656 -76%
FFN
45
Focus Financial Network
Minnesota
$161K +$161K +11,776 New
Osaic Holdings
46
Osaic Holdings
Arizona
$70.8K -$88.3K -6,448 -56%
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
$17.1K
Bessemer Group
48
Bessemer Group
New Jersey
$16K +$16K +1,189 New
WOSD
49
WFA of San Diego
California
$4.8K +$4.8K +350 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +197 New