We are live on ! Find out more
MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund

46 hedge funds and large institutions have $111M invested in MainStay CBRE Global Infrastructure Megatrends Term Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 8

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

7% more funds holding

Funds holding: 4346 (+3)

3.38% more ownership

Funds ownership: 14.51%17.89% (+3.4%)

4% less capital invested

Capital invested by funds: $115M → $111M (-$4.66M)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.8M +$7.91M +502,185 +26%
KIM
2
Karpus Investment Management
New York
$14.6M +$8.14M +516,431 +77%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$8.82M -$284K -17,999 -2%
RJA
4
Raymond James & Associates
Florida
$7.26M +$1.42M +90,401 +18%
PCM
5
Penserra Capital Management
California
$6.84M -$1.24M -78,600 -12%
Wells Fargo
6
Wells Fargo
California
$4.92M +$658K +41,782 +12%
COLIM
7
City of London Investment Management
United Kingdom
$4.19M +$4.32M +274,395 +420%
Bank of America
8
Bank of America
North Carolina
$3.98M -$594K -37,727 -10%
SCM
9
Saba Capital Management
New York
$3.11M +$3.96M +251,374 New
1CP
10
1607 Capital Partners
Virginia
$2.88M +$2.12M +134,716 +137%
WAM
11
Wolverine Asset Management
Illinois
$2.54M -$1.26M -80,026 -28%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.24M +$1.43M +90,582 +100%
CA
13
Corrado Advisors
New Jersey
$2.02M +$11.9K +755 +0.5%
SPIA
14
Steward Partners Investment Advisory
New York
$1.98M +$58.4K +3,706 +2%
Stifel Financial
15
Stifel Financial
Missouri
$1.76M +$178K +11,290 +9%
Cohen & Steers
16
Cohen & Steers
New York
$1.69M +$600K +38,078 +38%
UBS Group
17
UBS Group
Switzerland
$1.5M +$68.6K +4,356 +4%
IFG
18
Independent Financial Group
California
$1.43M -$115K -7,295 -6%
First Trust Advisors
19
First Trust Advisors
Illinois
$1.01M +$430K +27,259 +50%
FC
20
FCA Corp
Texas
$980K +$30.4K +1,928 +2%
AAM
21
Advisors Asset Management
Colorado
$804K +$484K +30,739 +90%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$779K +$114K +7,265 +13%
KCPG
23
Kavar Capital Partners Group
Kansas
$668K +$851K +54,023 New
PFO
24
Pathstone Family Office
New Jersey
$654K +$835K +52,976 New
OC
25
Oppenheimer & Co
New York
$495K +$221K +14,030 +54%

MEGI Hedge Fund Activity: Q3 2022 in Review

46 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) for Q3 2022, worth a combined $111M — down 4% from $115M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MEGI positions and 6 closed out — a net gain of 4 holders — while 25 added to existing stakes and 8 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $8.14M. The largest seller was Mangrove Partners, exiting entirely with an estimated $2.84M sold.

  • 46 institutional investors held MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) as of Q3 2022, up from 43 in Q2 2022.
  • Funds reported $111M of MainStay CBRE Global Infrastructure Megatrends Term Fund stock for Q3 2022, down 4% quarter-over-quarter.
  • 10 funds opened new MainStay CBRE Global Infrastructure Megatrends Term Fund positions in Q3 2022 and 6 closed out, a net change of +4 holders.
  • The largest MainStay CBRE Global Infrastructure Megatrends Term Fund buyer in Q3 2022 was Karpus Investment Management, an estimated $8.14M added.
  • The largest MainStay CBRE Global Infrastructure Megatrends Term Fund seller in Q3 2022 was Mangrove Partners, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2022.