NYLIM CBRE Global Infrastructure Megatrends Term Fund
MEGI
50 hedge funds and large institutions have $189M invested in NYLIM 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, 8 reducing their positions, and 10 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 8
71% more capital invested
Capital invested by funds: $110M → $189M (+$78.3M)
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
9.79% more ownership
Funds ownership: 17.84% → 27.63% (+9.8%)
9% more funds holding
Funds holding: 46 → 50 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$29.3M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$8.47M |
| 3 |
Morgan Stanley
New York
|
+$8.23M |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$5.69M |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$5.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$8.15M |
| 2 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
-$668K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$506K |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$327K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$265K |
MEGI Hedge Fund Activity: Q4 2022 in Review
50 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in NYLIM CBRE Global Infrastructure Megatrends Term Fund (MEGI) for Q4 2022, worth a combined $189M — up 71% from $110M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MEGI positions and 10 closed out — a net gain of 6 holders — while 24 added to existing stakes and 8 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $29.3M. The largest seller was Rockefeller Capital Management, cutting an estimated $8.15M.
- 50 institutional investors held NYLIM CBRE Global Infrastructure Megatrends Term Fund (MEGI) as of Q4 2022, up from 46 in Q3 2022.
- Funds reported $189M of NYLIM CBRE Global Infrastructure Megatrends Term Fund stock for Q4 2022, up 71% quarter-over-quarter.
- 16 funds opened new NYLIM CBRE Global Infrastructure Megatrends Term Fund positions in Q4 2022 and 10 closed out, a net change of +6 holders.
- The largest NYLIM CBRE Global Infrastructure Megatrends Term Fund buyer in Q4 2022 was Saba Capital Management, an estimated $29.3M added.
- The largest NYLIM CBRE Global Infrastructure Megatrends Term Fund seller in Q4 2022 was Rockefeller Capital Management, an estimated $8.15M sold.
Based on aggregated 13F filings for Q4 2022.