MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
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.
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: 78 → 81 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $317M → $317M (-$260K)
2.88% less ownership
Funds ownership: 44.26% → 41.39% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.52M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$4.01M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
+$3.71M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.77M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$21.9M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$10M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
-$7.15M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.95M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NS
76
NBC Securities
Birmingham,
Alabama
| $5.14K | – | – | – |
|
|
WOSD
77
WFA of San Diego
San Diego,
California
| $3.67K | – | – | – |
|
78
US Bancorp
Minneapolis,
Minnesota
| $3.45K | – | – | – |
|
|
SIS
79
Sound Income Strategies
Ft Lauderdale,
Florida
| $351 | +$15 | +1 | +4% |
|
80
AssetMark Inc
Concord,
California
| $206 | – | – | – |
|
81
Jones Financial Companies
Des Peres,
Missouri
| $142 | +$146 | +10 | New |
|
|
SIA
82
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$10M | -726,603 | Closed |
|
|
SFS
83
Shaker Financial Services
Arlington,
Virginia
| – | -$431K | -31,319 | Closed |
|
84
Cerity Partners
New York
| – | -$365K | -26,500 | Closed |
|
|
LCM
85
Landscape Capital Management
Englewood,
New Jersey
| – | -$252K | -18,319 | Closed |
|
|
SFG
86
Sovereign Financial Group
Stamford,
Connecticut
| – | -$190K | -13,812 | Closed |
|
87
JP Morgan Chase
New York
| – | -$68.8K | -5,000 | Closed |
|
MEGI Hedge Fund Activity: Q1 2026 in Review
81 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) for Q1 2026, worth a combined $317M — down 0.08% from $317M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MEGI positions and 6 closed out — a net gain of 6 holders — while 39 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.52M. The largest seller was Saba Capital Management, cutting an estimated $21.9M.
- 81 institutional investors held MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) as of Q1 2026, up from 78 in Q4 2025.
- Funds reported $317M of MainStay CBRE Global Infrastructure Megatrends Term Fund stock for Q1 2026, down 0.08% quarter-over-quarter.
- 12 funds opened new MainStay CBRE Global Infrastructure Megatrends Term Fund positions in Q1 2026 and 6 closed out, a net change of +6 holders.
- The largest MainStay CBRE Global Infrastructure Megatrends Term Fund buyer in Q1 2026 was Morgan Stanley, an estimated $7.52M added.
- The largest MainStay CBRE Global Infrastructure Megatrends Term Fund seller in Q1 2026 was Saba Capital Management, an estimated $21.9M sold.
Based on aggregated 13F filings for Q1 2026.