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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.07M |
| 2 |
SCM
Saba Capital Management
New York
|
+$5.81M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.52M |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
+$825K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$787K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
-$2.65M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.12M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.09M |
| 4 |
QL
Quarry LP
New York
|
-$993K |
| 5 |
Jane Street
New York
|
-$947K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| – | -$1.98K | -163 | Closed |
|
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.