MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI

Overview Fund Activity

63 hedge funds and large institutions have $276M 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, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-4
Holders Change %
-5.97%
% 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
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.49M
2
SCM
Saba Capital Management
New York
+$6.11M
3
Raymond James Financial
Raymond James Financial
Florida
+$3.7M
4
AC
Almitas Capital
California
+$868K
5
AAM
Advisors Asset Management
Colorado
+$827K

Top Sellers

1
AIA
Absolute Investment Advisers
Florida
-$2.79M
2
First Trust Advisors
First Trust Advisors
Illinois
-$1.12M
3
QL
Quarry LP
New York
-$1.04M
4
Jane Street
Jane Street
New York
-$947K
5
LSC
Logan Stone Capital
Illinois
-$851K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Savant Capital
Illinois
$158K – – –
CD
52
Chapin Davis
Maryland
$153K +$153K +11,500 New
VIPI
53
Vista Investment Partners II
Indiana
$148K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$138K – – –
SW
55
SVB Wealth
Massachusetts
$34.9K +$34.9K +2,621 New
WA
56
WPG Advisers
Maryland
$32.1K +$4.49K +337 +16%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$31.6K – – –
CCM
58
Coldstream Capital Management
Washington
$7.07K +$7.07K +531 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
US Bancorp
60
US Bancorp
Minnesota
$3.13K -$998 -75 -24%
AA
61
Ancora Advisors
Ohio
$998 – – –
SIS
62
Sound Income Strategies
Florida
$287 +$13 +1 +5%
AssetMark Inc
63
AssetMark Inc
California
$186 – – –
First Trust Advisors
64
First Trust Advisors
Illinois
– -$1.12M -91,996 Closed
Jane Street
65
Jane Street
New York
– -$947K -77,784 Closed
LSC
66
Logan Stone Capital
Illinois
– -$851K -69,938 Closed
LCM
67
Landscape Capital Management
New Jersey
– -$362K -29,749 Closed
QC
68
Quadrature Capital
United Kingdom
– -$258K -21,142 Closed
WS
69
Wedbush Securities
California
– -$172K -14,100 Closed
HighTower Advisors
70
HighTower Advisors
Illinois
– -$122K -10,000 Closed
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
– -$24.3K -2,000 Closed
SAM
72
Synergy Asset Management
Washington
– -$11.1K -747 Closed
ANBT
73
American National Bank & Trust
Texas
– -$5.12K -421 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
– -$1.98K -163 Closed
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