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MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI

64 hedge funds and large institutions have $277M 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, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

13% more capital invested

Capital invested by funds: $245M → $277M (+$32.7M)

1.39% more ownership

Funds ownership: 38.6% → 39.99% (+1.4%)

6% less funds holding

Funds holding: 68 → 64 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% 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
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.07M
2
SCM
Saba Capital Management
New York
+$5.81M
3
Raymond James Financial
Raymond James Financial
Florida
+$3.52M
4
AC
Almitas Capital
California
+$825K
5
AAM
Advisors Asset Management
Colorado
+$787K

Top Sellers

Rank Fund Capital Flow
1
AIA
Absolute Investment Advisers
Florida
-$2.65M
2
First Trust Advisors
First Trust Advisors
Illinois
-$1.12M
3
SA
Sanctuary Advisors
Indiana
-$1.09M
4
QL
Quarry LP
New York
-$993K
5
Jane Street
Jane Street
New York
-$947K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$166K -$22.1K -1,750 -12%
SC
52
Savant Capital
Illinois
$158K – – –
CD
53
Chapin Davis
Maryland
$153K +$146K +11,500 New
VIPI
54
Vista Investment Partners II
Indiana
$148K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$138K – – –
SW
56
SVB Wealth
Massachusetts
$34.9K +$33.2K +2,621 New
WA
57
WPG Advisers
Maryland
$32.1K +$4.26K +337 +16%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$31.6K – – –
CCM
59
Coldstream Capital Management
Washington
$7.07K +$6.72K +531 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
US Bancorp
61
US Bancorp
Minnesota
$3.13K -$949 -75 -24%
AA
62
Ancora Advisors
Ohio
$998 – – –
SIS
63
Sound Income Strategies
Florida
$287 +$13 +1 +5%
AssetMark Inc
64
AssetMark Inc
California
$186 – – –
First Trust Advisors
65
First Trust Advisors
Illinois
– -$1.12M -91,996 Closed
SA
66
Sanctuary Advisors
Indiana
– -$1.09M -87,435 Closed
Jane Street
67
Jane Street
New York
– -$947K -77,784 Closed
LSC
68
Logan Stone Capital
Illinois
– -$851K -69,938 Closed
LCM
69
Landscape Capital Management
New Jersey
– -$362K -29,749 Closed
QC
70
Quadrature Capital
United Kingdom
– -$258K -21,142 Closed
WS
71
Wedbush Securities
California
– -$172K -14,100 Closed
HighTower Advisors
72
HighTower Advisors
Illinois
– -$122K -10,000 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
– -$24.3K -2,000 Closed
SAM
74
Synergy Asset Management
Washington
– -$11.1K -747 Closed
ANBT
75
American National Bank & Trust
Texas
– -$5.12K -421 Closed
1 2
3
4

MEGI Hedge Fund Activity: Q1 2025 in Review

64 of the 7,465 institutional investors tracked by Wall St. Rank reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) for Q1 2025, worth a combined $277M — up 13% from $245M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MEGI and 8 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 27 added.

The largest buyer was Morgan Stanley, adding an estimated $8.07M. The largest seller was Absolute Investment Advisers, cutting an estimated $2.65M.

  • 64 institutional investors held MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) as of Q1 2025, down from 68 in Q4 2024.
  • Funds reported $277M of MainStay CBRE Global Infrastructure Megatrends Term Fund stock for Q1 2025, up 13% quarter-over-quarter.
  • 8 funds opened new MainStay CBRE Global Infrastructure Megatrends Term Fund positions in Q1 2025 and 12 closed out, a net change of -4 holders.
  • The largest MainStay CBRE Global Infrastructure Megatrends Term Fund buyer in Q1 2025 was Morgan Stanley, an estimated $8.07M added.
  • The largest MainStay CBRE Global Infrastructure Megatrends Term Fund seller in Q1 2025 was Absolute Investment Advisers, an estimated $2.65M sold.

Based on aggregated 13F filings for Q1 2025.