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MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund

81 hedge funds and large institutions have $317M invested in MainStay CBRE Global Infrastructure Megatrends Term Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 15

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

4% more funds holding

Funds holding: 7881 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $317M → $317M (-$260K)

2.88% less ownership

Funds ownership: 44.26%41.39% (-2.9%)

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
39
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$288K -$20K -1,372 -7%
AIS
52
Accredited Investor Services
Minnesota
$288K +$17.9K +1,229 +7%
XT
53
XTX Topco
Cayman Islands
$284K +$282K +19,330 New
QC
54
Quantedge Capital
Singapore
$272K +$270K +18,500 New
KAS
55
Kestra Advisory Services
Texas
$226K +$225K +15,391 New
ACA
56
Aptus Capital Advisors
Alabama
$220K
IWC
57
Integrated Wealth Concepts
Massachusetts
$220K +$219K +15,000 New
TA
58
Tactive Advisors
Florida
$199K +$198K +13,567 New
P
59
&Partners
Tennessee
$196K +$28.7K +1,965 +17%
PAS
60
Park Avenue Securities
New York
$193K +$8.95K +613 +5%
DWM
61
Dakota Wealth Management
Florida
$174K -$2.41K -165 -1%
VIPI
62
Vista Investment Partners II
Indiana
$160K
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$156K +$8.82K +604 +6%
SC
64
Savant Capital
Illinois
$155K
PAG
65
Private Advisor Group
New Jersey
$151K +$2.32K +159 +2%
PWPS
66
Pinnacle Wealth Planning Services
Ohio
$106K +$861 +59 +0.8%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$83.6K
WA
68
WPG Advisers
Maryland
$46.6K +$5.31K +364 +13%
IAIM
69
International Assets Investment Management
Florida
$36.6K +$36.5K +2,500 New
BlackRock
70
BlackRock
New York
$17.3K +$17.2K +1,175 New
FGAM
71
Financial Gravity Asset Management
Texas
$13.1K -$7.79K -534 -37%
1IA
72
1620 Investment Advisors
Massachusetts
$12.9K
WTC
73
WhitTier Trust Company
Nevada
$8.48K +$8.44K +578 New
RFP
74
Root Financial Partners
California
$6.36K +$6.32K +433 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$6.33K