MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI

Overview Fund Activity

63 hedge funds and large institutions have $276M invested in MainStay CBRE Global Infrastructure Megatrends Term Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.49M
2
SCM
Saba Capital Management
New York
+$6.11M
3
Raymond James Financial
Raymond James Financial
Florida
+$3.7M
4
AC
Almitas Capital
California
+$868K
5
AAM
Advisors Asset Management
Colorado
+$827K

Top Sellers

1
AIA
Absolute Investment Advisers
Florida
-$2.79M
2
First Trust Advisors
First Trust Advisors
Illinois
-$1.12M
3
QL
Quarry LP
New York
-$1.04M
4
Jane Street
Jane Street
New York
-$947K
5
LSC
Logan Stone Capital
Illinois
-$851K
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
26
Quantedge Capital
Singapore
$559K -$110K -8,300 -16%
OC
27
Oppenheimer & Co
New York
$526K -$13.3K -1,000 -2%
XT
28
XTX Topco
Cayman Islands
$393K +$393K +29,525 New
LPL Financial
29
LPL Financial
California
$367K +$16K +1,200 +5%
Cerity Partners
30
Cerity Partners
New York
$367K +$14.6K +1,099 +4%
SFS
31
Shaker Financial Services
Virginia
$330K -$568K -42,641 -63%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$318K +$2.95K +222 +0.9%
Osaic Holdings
33
Osaic Holdings
Arizona
$315K +$8.61K +647 +3%
DWM
34
Dakota Wealth Management
Florida
$315K +$5.52K +415 +2%
GWM
35
Geneos Wealth Management
Colorado
$304K +$88.1K +595 +41%
FFN
36
Focus Financial Network
Minnesota
$285K -$386 -29 -0.1%
NAS
37
NWF Advisory Services
California
$280K +$280K +21,000 New
DWP
38
Daymark Wealth Partners
Ohio
$271K +$133 +10 +0%
Walleye Capital
39
Walleye Capital
New York
$262K -$695K -52,222 -73%
CL
40
Choreo LLC
Illinois
$225K +$12.8K +964 +6%
UBS Group
41
UBS Group
Switzerland
$216K -$725K -54,466 -77%
Mariner
42
Mariner
Kansas
$213K +$29.4K +2,212 +16%
SFG
43
Sovereign Financial Group
Connecticut
$205K +$492 +37 +0.2%
NA
44
NewEdge Advisors
Louisiana
$203K +$203K +15,219 New
PAG
45
Private Advisor Group
New Jersey
$200K -$49K -3,679 -20%
IWC
46
Integrated Wealth Concepts
Massachusetts
$200K – – –
ACA
47
Aptus Capital Advisors
Alabama
$200K – – –
TJHA
48
Thomas J. Herzfeld Advisors
Florida
$186K +$186K +14,009 New
AIS
49
Accredited Investor Services
Minnesota
$171K +$171K +12,815 New
CIA
50
Capital Investment Advisors
Georgia
$166K -$23.3K -1,750 -12%
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