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MGU

Macquarie Global Infrastructure Total Return Fund, Inc.

Delisted

MGU was delisted on the 10th of March, 2023.

60 hedge funds and large institutions have $81.4M invested in Macquarie Global Infrastructure Total Return Fund, Inc. in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $66.4M → $81.4M (+$15M)

3% less funds holding

Funds holding: 6260 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

55% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 29

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.9M -$107K -6,198 -0.7%
SIA
2
Sit Investment Associates
Minnesota
$11.2M +$9.51M +550,757 +636%
Wells Fargo
3
Wells Fargo
California
$8.03M -$722K -41,773 -8%
AAM
4
Advisors Asset Management
Colorado
$6.43M -$444K -25,704 -7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.47M -$650K -37,654 -11%
PPA
6
Parametric Portfolio Associates
Washington
$3.75M -$100K -5,798 -3%
1CP
7
1607 Capital Partners
Virginia
$3.72M -$27.6K -1,600 -0.8%
Bank of America
8
Bank of America
North Carolina
$2.94M +$426K +24,670 +17%
Lazard Asset Management
9
Lazard Asset Management
New York
$2.32M -$67.6K -3,912 -3%
GC
10
Guggenheim Capital
Illinois
$2.3M -$46.8K -2,707 -2%
First Trust Advisors
11
First Trust Advisors
Illinois
$1.77M -$598K -34,625 -26%
RJA
12
Raymond James & Associates
Florida
$1.76M -$231K -13,400 -12%
Stifel Financial
13
Stifel Financial
Missouri
$1.74M -$277K -16,048 -14%
WAM
14
Wolverine Asset Management
Illinois
$1.73M +$788K +45,595 +87%
CL
15
CSS LLC
Illinois
$1.56M -$150K -8,692 -9%
CA
16
Cornerstone Advisors
North Carolina
$1.29M +$1.26M +73,169 New
BFEC
17
Benjamin F. Edwards & Company
Missouri
$935K +$117K +6,791 +15%
DA
18
Doliver Advisors
Texas
$884K +$233K +13,468 +37%
UBS Group
19
UBS Group
Switzerland
$621K -$174K -10,045 -22%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$535K -$1.49M -85,982 -74%
Invesco
21
Invesco
Georgia
$516K -$61.4K -3,552 -11%
NGA
22
Naples Global Advisors
Florida
$512K -$29.7K -1,720 -6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$492K +$33.3K +1,930 +7%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$474K +$95.3K +5,518 +26%
KTA
25
Keeley-Teton Advisors
Illinois
$436K -$15K -866 -3%

MGU Hedge Fund Activity: Q2 2020 in Review

60 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Macquarie Global Infrastructure Total Return Fund, Inc. (MGU) for Q2 2020, worth a combined $81.4M — up 23% from $66.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MGU and 8 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 13 added.

The largest buyer was Sit Investment Associates, adding an estimated $9.51M. The largest seller was Janney Montgomery Scott, cutting an estimated $1.49M.

  • 60 institutional investors held Macquarie Global Infrastructure Total Return Fund, Inc. (MGU) as of Q2 2020, down from 62 in Q1 2020.
  • Funds reported $81.4M of Macquarie Global Infrastructure Total Return Fund, Inc. stock for Q2 2020, up 23% quarter-over-quarter.
  • 8 funds opened new Macquarie Global Infrastructure Total Return Fund, Inc. positions in Q2 2020 and 10 closed out, a net change of -2 holders.
  • The largest Macquarie Global Infrastructure Total Return Fund, Inc. buyer in Q2 2020 was Sit Investment Associates, an estimated $9.51M added.
  • The largest Macquarie Global Infrastructure Total Return Fund, Inc. seller in Q2 2020 was Janney Montgomery Scott, an estimated $1.49M sold.

Based on aggregated 13F filings for Q2 2020.