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MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund

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: 7881 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
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