MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI

Overview Fund Activity

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
–

Top Buyers

1
SCM
Saba Capital Management
New York
$52.7M
2
Morgan Stanley
Morgan Stanley
New York
$56M
3
HighTower Advisors
HighTower Advisors
Illinois
$752K
4
RCM
Rivernorth Capital Management
Florida
$660K
5
AW
Atlas Wealth
Ohio
$1.8M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
$422K
2
WP
Woodline Partners
California
$1.1M
3
LSC
Logan Stone Capital
Illinois
$5.94M
4
WAM
Wolverine Asset Management
Illinois
$181K
5
KIM
Karpus Investment Management
New York
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$1.03K – – –
EWA
52
EverSource Wealth Advisors
Alabama
$644 – – –
AC
53
Almitas Capital
California
– -$340K -23,972 Closed
WAM
54
Weiss Asset Management
Massachusetts
– -$302K -21,251 Closed
Walleye Capital
55
Walleye Capital
New York
– -$204K -14,376 Closed
MCI
56
MRP Capital Investments
Georgia
– -$177K -12,495 Closed
BWA
57
BDO Wealth Advisors
Florida
– -$13.4K -946 Closed
Fidelity Investments
58
Fidelity Investments
Massachusetts
– -$14 -1 Closed
1 2
3