MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI

Overview Fund Activity

67 hedge funds and large institutions have $300M 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, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
0.9%
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
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.32M
2
Bank of America
Bank of America
North Carolina
+$2.14M
3
SA
Sovran Advisors
California
+$1.16M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.13M
5
SPIA
Steward Partners Investment Advisory
New York
+$898K

Top Sellers

1
AC
Almitas Capital
California
-$2.65M
2
WAM
Wolverine Asset Management
Illinois
-$2.62M
3
KIM
Karpus Investment Management
New York
-$1.31M
4
Stifel Financial
Stifel Financial
Missouri
-$663K
5
COLIM
City of London Investment Management
United Kingdom
-$589K
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
51
Quantedge Capital
Singapore
$172K -$425K -29,900 -71%
SC
52
Savant Capital
Illinois
$169K – – –
GWM
53
Geneos Wealth Management
Colorado
$167K +$138K +9,709 +474%
NA
54
NewEdge Advisors
Louisiana
$165K -$51.8K -3,642 -24%
VIPI
55
Vista Investment Partners II
Indiana
$156K -$2.7K -190 -2%
DACS
56
Dymon Asia Capital (Singapore)
Singapore
$148K +$148K +10,414 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$147K +$147K +10,352 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$80.9K -$66.1K -4,650 -45%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$38.4K – – –
WA
60
WPG Advisers
Maryland
$29.4K -$4.82K -339 -14%
NFSG
61
Newbridge Financial Services Group
Florida
$14.2K +$14.2K +1,000 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
WOSD
63
WFA of San Diego
California
$3.55K +$3.55K +250 New
US Bancorp
64
US Bancorp
Minnesota
$3.34K – – –
AA
65
Ancora Advisors
Ohio
$1.07K – – –
SIS
66
Sound Income Strategies
Florida
$315 – – –
AssetMark Inc
67
AssetMark Inc
California
$199 – – –
WAM
68
Wolverine Asset Management
Illinois
– -$2.62M -196,628 Closed
XT
69
XTX Topco
Cayman Islands
– -$393K -29,525 Closed
SFS
70
Shaker Financial Services
Virginia
– -$330K -24,781 Closed
Walleye Capital
71
Walleye Capital
New York
– -$262K -19,682 Closed
SW
72
SVB Wealth
Massachusetts
– -$34.9K -2,621 Closed
CCM
73
Coldstream Capital Management
Washington
– -$7.07K -531 Closed
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