MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
70 hedge funds and large institutions have $306M invested in MainStay CBRE Global Infrastructure Megatrends Term Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 10 closing their positions.
65% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 17
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
3% more funds holding
Funds holding: 68 → 70 (+2)
2% more capital invested
Capital invested by funds: $301M → $306M (+$5.21M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.62% less ownership
Funds ownership: 40.72% → 40.1% (-0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.08M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.25M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.73M |
| 4 |
OC
Oppenheimer & Co
New York
|
+$1.05M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$12.8M |
| 2 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
-$3.34M |
| 3 |
QL
Quarry LP
New York
|
-$1.32M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$842K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$839K |
MEGI Hedge Fund Activity: Q3 2025 in Review
70 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) for Q3 2025, worth a combined $306M — up 1.7% from $301M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MEGI positions and 10 closed out — a net gain of 2 holders — while 28 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.08M. The largest seller was Penserra Capital Management, cutting an estimated $12.8M.
- 70 institutional investors held MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) as of Q3 2025, up from 68 in Q2 2025.
- Funds reported $306M of MainStay CBRE Global Infrastructure Megatrends Term Fund stock for Q3 2025, up 1.7% quarter-over-quarter.
- 12 funds opened new MainStay CBRE Global Infrastructure Megatrends Term Fund positions in Q3 2025 and 10 closed out, a net change of +2 holders.
- The largest MainStay CBRE Global Infrastructure Megatrends Term Fund buyer in Q3 2025 was Morgan Stanley, an estimated $5.08M added.
- The largest MainStay CBRE Global Infrastructure Megatrends Term Fund seller in Q3 2025 was Penserra Capital Management, an estimated $12.8M sold.
Based on aggregated 13F filings for Q3 2025.