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MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI

17 hedge funds and large institutions have $38M invested in MainStay CBRE Global Infrastructure Megatrends Term Fund in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

3.94% more ownership

Funds ownership: 0% → 3.94% (+3.9%)

Holders
17
Holders Change
+17
Holders Change %
–
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13.1M
2
RJA
Raymond James & Associates
Florida
+$7.01M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.11M
4
IFG
Independent Financial Group
California
+$2.35M
5
Wells Fargo
Wells Fargo
California
+$2.02M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.8M +$13.1M +664,472 New
RJA
2
Raymond James & Associates
Florida
$6.88M +$7.01M +356,302 New
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$5.02M +$5.11M +260,000 New
IFG
4
Independent Financial Group
California
$2.31M +$2.35M +119,580 New
Wells Fargo
5
Wells Fargo
California
$1.98M +$2.02M +102,591 New
SPIA
6
Steward Partners Investment Advisory
New York
$1.71M +$1.74M +88,633 New
UBS Group
7
UBS Group
Switzerland
$1.33M +$1.36M +68,983 New
Stifel Financial
8
Stifel Financial
Missouri
$1.31M +$1.34M +67,935 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.3M +$1.33M +67,508 New
Walleye Capital
10
Walleye Capital
New York
$1.06M +$1.08M +54,857 New
Bank of America
11
Bank of America
North Carolina
$856K +$872K +44,354 New
SFS
12
Shaker Financial Services
Virginia
$353K +$360K +18,300 New
WS
13
Wedbush Securities
California
$296K +$301K +15,325 New
COLIM
14
City of London Investment Management
United Kingdom
$230K +$235K +11,928 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$218K +$223K +11,321 New
Walleye Trading
16
Walleye Trading
New York
$198K +$202K +10,272 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$117K +$119K +6,041 New

MEGI Hedge Fund Activity: Q4 2021 in Review

17 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) for Q4 2021, worth a combined $38M.

Buyers outnumbered sellers: 17 funds opened new MEGI positions and 0 closed out — a net gain of 17 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $13.1M.

  • 17 institutional investors held MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $38M of MainStay CBRE Global Infrastructure Megatrends Term Fund stock for Q4 2021.
  • 17 funds opened new MainStay CBRE Global Infrastructure Megatrends Term Fund positions in Q4 2021 and 0 closed out, a net change of +17 holders.
  • The largest MainStay CBRE Global Infrastructure Megatrends Term Fund buyer in Q4 2021 was Morgan Stanley, an estimated $13.1M added.

Based on aggregated 13F filings for Q4 2021.