MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
28 hedge funds and large institutions have $89.4M invested in MainStay CBRE Global Infrastructure Megatrends Term Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 4 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
135% more capital invested
Capital invested by funds: $38M → $89.4M (+$51.4M)
65% more funds holding
Funds holding: 17 → 28 (+11)
5.59% more ownership
Funds ownership: 3.94% → 9.52% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17.9M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$12.2M |
| 3 |
Rockefeller Capital Management
New York
|
+$7.32M |
| 4 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
+$2.95M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.33M |
| 2 |
Walleye Capital
New York
|
-$400K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$296K |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$230K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$226K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $24K | +$23.8K | +1,257 | New |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $6K | +$5.69K | +300 | New |
|
|
CIAS
28
CFS Investment Advisory Services
Totowa,
New Jersey
| $3K | +$898K | +47,400 | New |
|
|
29
UBS Group
Zurich,
Switzerland
| – | -$1.33M | -68,983 | Closed |
|
|
WS
30
Wedbush Securities
Los Angeles,
California
| – | -$296K | -15,325 | Closed |
|
|
COLIM
31
City of London Investment Management
London,
United Kingdom
| – | -$230K | -11,928 | Closed |
|
32
Walleye Trading
New York
| – | -$198K | -10,272 | Closed |
|
MEGI Hedge Fund Activity: Q1 2022 in Review
28 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) for Q1 2022, worth a combined $89.4M — up 135% from $38M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new MEGI positions and 4 closed out — a net gain of 11 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $17.9M. The largest seller was UBS Group, exiting entirely with an estimated $1.33M sold.
- 28 institutional investors held MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) as of Q1 2022, up from 17 in Q4 2021.
- Funds reported $89.4M of MainStay CBRE Global Infrastructure Megatrends Term Fund stock for Q1 2022, up 135% quarter-over-quarter.
- 15 funds opened new MainStay CBRE Global Infrastructure Megatrends Term Fund positions in Q1 2022 and 4 closed out, a net change of +11 holders.
- The largest MainStay CBRE Global Infrastructure Megatrends Term Fund buyer in Q1 2022 was Morgan Stanley, an estimated $17.9M added.
- The largest MainStay CBRE Global Infrastructure Megatrends Term Fund seller in Q1 2022 was UBS Group, an estimated $1.33M sold.
Based on aggregated 13F filings for Q1 2022.