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 %
PFO
51
Pathstone Family Office
New Jersey
– -$654K -52,976 Closed
SFS
52
Shaker Financial Services
Virginia
– -$265K -21,438 Closed
VF
53
Virtu Financial
New York
– -$195K -15,790 Closed
CA
54
Cetera Advisors
Colorado
– -$154K -12,466 Closed
TSS
55
Two Sigma Securities
New York
– -$126K -10,205 Closed
HI
56
Hudock Inc
Pennsylvania
– -$68K -5,503 Closed
HGERS
57
Householder Group Estate & Retirement Specialist
Arizona
– -$38K -3,086 Closed
MA
58
MUFG Americas
New York
– -$31K -2,500 Closed
GI
59
Gradient Investments
Minnesota
– -$4K -337 Closed
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