MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund

65 hedge funds and large institutions have $299M 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, 16 reducing their positions, and 6 closing their positions.

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
0.87%
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
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SC
51
Savant Capital
Illinois
$169K 11,875
GWM
52
Geneos Wealth Management
Colorado
$167K 11,759 +9,709 +474%
NA
53
NewEdge Advisors
Louisiana
$165K 11,577 -3,642 -24%
VIPI
54
Vista Investment Partners II
Indiana
$156K 10,953 -190 -2%
DACS
55
Dymon Asia Capital (Singapore)
Singapore
$148K 10,414 +10,414 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$147K 10,352 +10,352 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$80.9K 5,690 -4,650 -45%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$38.4K 2,700
WA
59
WPG Advisers
Maryland
$29.4K 2,072 -339 -14%
NFSG
60
Newbridge Financial Services Group
Florida
$14.2K 1,000 +1,000 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$6K 431
WOSD
62
WFA of San Diego
California
$3.55K 250 +250 New
US Bancorp
63
US Bancorp
Minnesota
$3.34K 235
AA
64
Ancora Advisors
Ohio
$1.07K 75
SIS
65
Sound Income Strategies
Florida
$315 22
AssetMark Inc
66
AssetMark Inc
California
$199 14
WAM
67
Wolverine Asset Management
Illinois
-196,628 Closed
XT
68
XTX Topco
Cayman Islands
-29,525 Closed
SFS
69
Shaker Financial Services
Virginia
-24,781 Closed
Walleye Capital
70
Walleye Capital
New York
-19,682 Closed
SW
71
SVB Wealth
Massachusetts
-2,621 Closed
CCM
72
Coldstream Capital Management
Washington
-531 Closed