MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI

Overview Fund Activity

49 hedge funds and large institutions have $187M invested in MainStay CBRE Global Infrastructure Megatrends Term Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
24
Reduced
7
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$33.2M
2
KIM
2
Karpus Investment Management
New York
$24.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$41.3M
4
LSC
4
Logan Stone Capital
Illinois
$5.78M
5
CCP
5
Clough Capital Partners
Massachusetts
$5.66M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$1.46M
2
KCPG
2
Kavar Capital Partners Group
Kansas
$0
3
PFO
3
Pathstone Family Office
New Jersey
$0
4
Wells Fargo
4
Wells Fargo
California
$4.92M
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
26
FCA Corp
Texas
$1.12M +$38.2K +2,796 +4%
First Trust Advisors
27
First Trust Advisors
Illinois
$1.1M -$8.93K -654 -0.8%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$964K +$104K +7,645 +12%
RCM
29
Rivernorth Capital Management
Florida
$832K +$832K +60,951 New
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$660K +$198K +14,470 +43%
OC
31
Oppenheimer & Co
New York
$632K +$85.3K +6,247 +16%
WS
32
Wedbush Securities
California
$625K +$281K +20,564 +82%
HighTower Advisors
33
HighTower Advisors
Illinois
$476K +$476K +34,689 New
DWM
34
Dakota Wealth Management
Florida
$475K +$268K +19,660 +130%
Cerity Partners
35
Cerity Partners
New York
$376K +$376K +27,558 New
RJT
36
Raymond James Trust
Florida
$359K -$31.2K -2,290 -8%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$274K +$737 +54 +0.3%
DWP
38
Daymark Wealth Partners
Ohio
$273K +$273K +20,000 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$253K -$148K -10,895 -37%
SCA
40
Snowden Capital Advisors
New York
$239K – – –
CA
41
Claro Advisors
Massachusetts
$221K +$16.7K +1,220 +8%
Mariner
42
Mariner
Kansas
$188K +$188K +13,796 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$140K +$140K +10,270 New
MCI
44
MRP Capital Investments
Georgia
$109K +$109K +8,000 New
Osaic Holdings
45
Osaic Holdings
Arizona
$94K +$41.6K +3,058 +79%
CSPIA
46
Cary Street Partners Investment Advisory
Virginia
$30.7K +$30.7K +2,250 New
IA
47
IFP Advisors
Florida
$18K +$8.09K +402 +82%
Bessemer Group
48
Bessemer Group
New Jersey
$10K +$10K +698 New
EWA
49
EverSource Wealth Advisors
Alabama
$642 – – –
KCPG
50
Kavar Capital Partners Group
Kansas
– -$668K -54,023 Closed
1
2
3