MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI

Overview Fund Activity

67 hedge funds and large institutions have $300M 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, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
0.9%
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
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.32M
2
Bank of America
Bank of America
North Carolina
+$2.14M
3
SA
Sovran Advisors
California
+$1.16M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.13M
5
SPIA
Steward Partners Investment Advisory
New York
+$898K

Top Sellers

1
AC
Almitas Capital
California
-$2.65M
2
WAM
Wolverine Asset Management
Illinois
-$2.62M
3
KIM
Karpus Investment Management
New York
-$1.31M
4
Stifel Financial
Stifel Financial
Missouri
-$663K
5
COLIM
City of London Investment Management
United Kingdom
-$589K
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
NAS
39
NWF Advisory Services
California
$263K -$35.5K -2,500 -12%
DWM
40
Dakota Wealth Management
Florida
$254K -$81.9K -5,765 -24%
UBS Group
41
UBS Group
Switzerland
$249K +$19K +1,335 +8%
EC
42
Elequin Capital
New York
$232K +$232K +16,309 New
SFG
43
Sovereign Financial Group
Connecticut
$219K +$341 +24 +0.2%
Mariner
44
Mariner
Kansas
$218K -$8.64K -608 -4%
PAG
45
Private Advisor Group
New Jersey
$218K +$4.33K +305 +2%
IWC
46
Integrated Wealth Concepts
Massachusetts
$213K – – –
ACA
47
Aptus Capital Advisors
Alabama
$213K – – –
AIS
48
Accredited Investor Services
Minnesota
$204K +$21.6K +1,519 +12%
TJHA
49
Thomas J. Herzfeld Advisors
Florida
$203K +$4.19K +295 +2%
CIA
50
Capital Investment Advisors
Georgia
$177K – – –
1
2
3