MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI

Overview Fund Activity

66 hedge funds and large institutions have $299M invested in MainStay CBRE Global Infrastructure Megatrends Term Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
26
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$68.6M
2
Bank of America
2
Bank of America
North Carolina
$9.54M
3
SA
3
Sovran Advisors
California
$1.16M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.13M
5
SPIA
5
Steward Partners Investment Advisory
New York
$1.99M

Top Sellers

1
AC
1
Almitas Capital
California
$563K
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
KIM
3
Karpus Investment Management
New York
$9.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$676K
5
COLIM
5
City of London Investment Management
United Kingdom
$471K
Name Holding Trade Value Shares
Change 		Shares
Change %
CD
26
Chapin Davis
Maryland
$563K +$400K +28,150 +245%
AC
27
Almitas Capital
California
$563K -$2.65M -186,512 -82%
COLIM
28
City of London Investment Management
United Kingdom
$471K -$589K -41,430 -56%
LPL Financial
29
LPL Financial
California
$397K +$5.17K +364 +1%
Cerity Partners
30
Cerity Partners
New York
$392K – – –
DWP
31
Daymark Wealth Partners
Ohio
$347K +$58K +4,082 +20%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$343K +$3.04K +214 +0.9%
FFN
33
Focus Financial Network
Minnesota
$335K +$30.3K +2,129 +10%
MHS
34
M Holdings Securities
Oregon
$292K +$292K +20,687 New
MFG
35
Merit Financial Group
Georgia
$290K +$290K +20,373 New
Osaic Holdings
36
Osaic Holdings
Arizona
$276K -$11.6K -956 -4%
CL
37
Choreo LLC
Illinois
$271K +$31.5K +2,214 +13%
OWA
38
Opal Wealth Advisors
New York
$265K +$265K +18,650 New
DWM
39
Dakota Wealth Management
Florida
$254K -$81.9K -5,765 -24%
UBS Group
40
UBS Group
Switzerland
$249K +$19K +1,335 +8%
EC
41
Elequin Capital
New York
$232K +$232K +16,309 New
SFG
42
Sovereign Financial Group
Connecticut
$219K +$341 +24 +0.2%
Mariner
43
Mariner
Kansas
$218K -$8.64K -608 -4%
PAG
44
Private Advisor Group
New Jersey
$218K +$4.33K +305 +2%
ACA
45
Aptus Capital Advisors
Alabama
$213K – – –
IWC
46
Integrated Wealth Concepts
Massachusetts
$213K – – –
AIS
47
Accredited Investor Services
Minnesota
$204K +$21.6K +1,519 +12%
TJHA
48
Thomas J. Herzfeld Advisors
Florida
$203K +$4.19K +295 +2%
CIA
49
Capital Investment Advisors
Georgia
$177K – – –
QC
50
Quantedge Capital
Singapore
$172K -$425K -29,900 -71%
1
2
3