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MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI

81 hedge funds and large institutions have $317M invested in MainStay CBRE Global Infrastructure Megatrends Term Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 15

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

4% more funds holding

Funds holding: 78 → 81 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $317M → $317M (-$260K)

2.88% less ownership

Funds ownership: 44.26% → 41.39% (-2.9%)

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
39
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.52M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$4.01M
3
AC
Almitas Capital
California
+$3.71M
4
SPIA
Steward Partners Investment Advisory
New York
+$1.77M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$21.9M
2
SIA
Sit Investment Associates
Minnesota
-$10M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$7.15M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.95M
5
Raymond James Financial
Raymond James Financial
Florida
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
COLIM
26
City of London Investment Management
United Kingdom
$1.67M +$1.37M +94,126 +479%
Two Sigma Investments
27
Two Sigma Investments
New York
$1.62M – – –
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$1.55M -$7.15M -489,900 -82%
FC
29
FCA Corp
Texas
$1.46M +$94.1K +6,444 +7%
EPW
30
Evolve Private Wealth
California
$1.33M +$1.85K +127 +0.1%
CD
31
Chapin Davis
Maryland
$1.04M +$407K +27,874 +65%
IFG
32
Independent Financial Group
California
$993K -$167K -11,471 -15%
BI
33
Bramshill Investments
Florida
$778K -$6.32K -433 -0.8%
LPL Financial
34
LPL Financial
California
$764K -$24.5K -1,680 -3%
DWP
35
Daymark Wealth Partners
Ohio
$556K +$4.44K +304 +0.8%
Osaic Holdings
36
Osaic Holdings
Arizona
$548K +$14.6K +997 +3%
UBS Group
37
UBS Group
Switzerland
$509K +$312K +21,358 +161%
OWA
38
Opal Wealth Advisors
New York
$477K – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$474K +$5.87K +402 +1%
Stifel Financial
40
Stifel Financial
Missouri
$460K +$409 +28 +0.1%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$427K -$523K -35,807 -55%
CL
42
Choreo LLC
Illinois
$421K +$31K +2,127 +8%
NAS
43
NWF Advisory Services
California
$404K – – –
FFN
44
Focus Financial Network
Minnesota
$388K +$715 +49 +0.2%
MFG
45
Merit Financial Group
Georgia
$359K +$14K +961 +4%
Mariner
46
Mariner
Kansas
$343K +$33.7K +2,310 +11%
FHA
47
Flagship Harbor Advisors
Massachusetts
$337K +$23.1K +1,580 +7%
Jane Street
48
Jane Street
New York
$320K +$34.2K +2,346 +12%
SC
49
Stolper & Co
Oklahoma
$290K -$842K -57,680 -88%
LSC
50
Logan Stone Capital
Illinois
$289K +$287K +19,654 New
1
2
3 4

MEGI Hedge Fund Activity: Q1 2026 in Review

81 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) for Q1 2026, worth a combined $317M — down 0.08% from $317M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MEGI positions and 6 closed out — a net gain of 6 holders — while 39 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.52M. The largest seller was Saba Capital Management, cutting an estimated $21.9M.

  • 81 institutional investors held MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) as of Q1 2026, up from 78 in Q4 2025.
  • Funds reported $317M of MainStay CBRE Global Infrastructure Megatrends Term Fund stock for Q1 2026, down 0.08% quarter-over-quarter.
  • 12 funds opened new MainStay CBRE Global Infrastructure Megatrends Term Fund positions in Q1 2026 and 6 closed out, a net change of +6 holders.
  • The largest MainStay CBRE Global Infrastructure Megatrends Term Fund buyer in Q1 2026 was Morgan Stanley, an estimated $7.52M added.
  • The largest MainStay CBRE Global Infrastructure Megatrends Term Fund seller in Q1 2026 was Saba Capital Management, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2026.