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MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI

64 hedge funds and large institutions have $277M 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, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

13% more capital invested

Capital invested by funds: $245M → $277M (+$32.7M)

1.39% more ownership

Funds ownership: 38.6% → 39.99% (+1.4%)

6% less funds holding

Funds holding: 68 → 64 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% 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
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.07M
2
SCM
Saba Capital Management
New York
+$5.81M
3
Raymond James Financial
Raymond James Financial
Florida
+$3.52M
4
AC
Almitas Capital
California
+$825K
5
AAM
Advisors Asset Management
Colorado
+$787K

Top Sellers

Rank Fund Capital Flow
1
AIA
Absolute Investment Advisers
Florida
-$2.65M
2
First Trust Advisors
First Trust Advisors
Illinois
-$1.12M
3
SA
Sanctuary Advisors
Indiana
-$1.09M
4
QL
Quarry LP
New York
-$993K
5
Jane Street
Jane Street
New York
-$947K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$848K +$77.5K +6,127 +11%
QC
27
Quantedge Capital
Singapore
$559K -$105K -8,300 -16%
OC
28
Oppenheimer & Co
New York
$526K -$12.7K -1,000 -2%
XT
29
XTX Topco
Cayman Islands
$393K +$374K +29,525 New
LPL Financial
30
LPL Financial
California
$367K +$15.2K +1,200 +5%
Cerity Partners
31
Cerity Partners
New York
$367K +$13.9K +1,099 +4%
SFS
32
Shaker Financial Services
Virginia
$330K -$540K -42,641 -63%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$318K +$2.81K +222 +0.9%
Osaic Holdings
34
Osaic Holdings
Arizona
$315K +$8.19K +647 +3%
DWM
35
Dakota Wealth Management
Florida
$315K +$5.25K +415 +2%
GWM
36
Geneos Wealth Management
Colorado
$304K +$7.53K +595 +41%
FFN
37
Focus Financial Network
Minnesota
$285K -$367 -29 -0.1%
NAS
38
NWF Advisory Services
California
$280K +$266K +21,000 New
DWP
39
Daymark Wealth Partners
Ohio
$271K +$127 +10 +0%
Walleye Capital
40
Walleye Capital
New York
$262K -$661K -52,222 -73%
CL
41
Choreo LLC
Illinois
$225K +$12.2K +964 +6%
UBS Group
42
UBS Group
Switzerland
$216K -$689K -54,466 -77%
Mariner
43
Mariner
Kansas
$213K +$28K +2,212 +16%
SFG
44
Sovereign Financial Group
Connecticut
$205K +$468 +37 +0.2%
NA
45
NewEdge Advisors
Louisiana
$203K +$193K +15,219 New
PAG
46
Private Advisor Group
New Jersey
$200K -$46.5K -3,679 -20%
ACA
47
Aptus Capital Advisors
Alabama
$200K – – –
IWC
48
Integrated Wealth Concepts
Massachusetts
$200K – – –
TJHA
49
Thomas J. Herzfeld Advisors
Florida
$186K +$177K +14,009 New
AIS
50
Accredited Investor Services
Minnesota
$171K +$162K +12,815 New
1
2
3 4

MEGI Hedge Fund Activity: Q1 2025 in Review

64 of the 7,465 institutional investors tracked by Wall St. Rank reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) for Q1 2025, worth a combined $277M — up 13% from $245M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MEGI and 8 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 27 added.

The largest buyer was Morgan Stanley, adding an estimated $8.07M. The largest seller was Absolute Investment Advisers, cutting an estimated $2.65M.

  • 64 institutional investors held MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) as of Q1 2025, down from 68 in Q4 2024.
  • Funds reported $277M of MainStay CBRE Global Infrastructure Megatrends Term Fund stock for Q1 2025, up 13% quarter-over-quarter.
  • 8 funds opened new MainStay CBRE Global Infrastructure Megatrends Term Fund positions in Q1 2025 and 12 closed out, a net change of -4 holders.
  • The largest MainStay CBRE Global Infrastructure Megatrends Term Fund buyer in Q1 2025 was Morgan Stanley, an estimated $8.07M added.
  • The largest MainStay CBRE Global Infrastructure Megatrends Term Fund seller in Q1 2025 was Absolute Investment Advisers, an estimated $2.65M sold.

Based on aggregated 13F filings for Q1 2025.