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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
NA
51
NewEdge Advisors
Louisiana
$288K -$20K -1,372 -7%
AIS
52
Accredited Investor Services
Minnesota
$288K +$17.9K +1,229 +7%
XT
53
XTX Topco
Cayman Islands
$284K +$282K +19,330 New
QC
54
Quantedge Capital
Singapore
$272K +$270K +18,500 New
KAS
55
Kestra Advisory Services
Texas
$226K +$225K +15,391 New
ACA
56
Aptus Capital Advisors
Alabama
$220K – – –
IWC
57
Integrated Wealth Concepts
Massachusetts
$220K +$219K +15,000 New
TA
58
Tactive Advisors
Florida
$199K +$198K +13,567 New
P
59
&Partners
Tennessee
$196K +$28.7K +1,965 +17%
PAS
60
Park Avenue Securities
New York
$193K +$8.95K +613 +5%
DWM
61
Dakota Wealth Management
Florida
$174K -$2.41K -165 -1%
VIPI
62
Vista Investment Partners II
Indiana
$160K – – –
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$156K +$8.82K +604 +6%
SC
64
Savant Capital
Illinois
$155K – – –
PAG
65
Private Advisor Group
New Jersey
$151K +$2.32K +159 +2%
PWPS
66
Pinnacle Wealth Planning Services
Ohio
$106K +$861 +59 +0.8%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$83.6K – – –
WA
68
WPG Advisers
Maryland
$46.6K +$5.31K +364 +13%
IAIM
69
International Assets Investment Management
Florida
$36.6K +$36.5K +2,500 New
BlackRock
70
BlackRock
New York
$17.3K +$17.2K +1,175 New
FGAM
71
Financial Gravity Asset Management
Texas
$13.1K -$7.79K -534 -37%
1IA
72
1620 Investment Advisors
Massachusetts
$12.9K – – –
WTC
73
WhitTier Trust Company
Nevada
$8.48K +$8.44K +578 New
RFP
74
Root Financial Partners
California
$6.36K +$6.32K +433 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$6.33K – – –
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.