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MEGI

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.

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: 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%)

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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.52M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$4.01M
3
AC
Almitas Capital
California
+$3.71M
4
SPIA
Steward Partners Investment Advisory
New York
+$1.77M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.55M

Top Sellers

1
SCM
Saba Capital Management
New York
-$21.9M
2
SIA
Sit Investment Associates
Minnesota
-$10M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$7.15M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.95M
5
Raymond James Financial
Raymond James Financial
Florida
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
76
NBC Securities
Alabama
$5.14K – – –
WOSD
77
WFA of San Diego
California
$3.67K – – –
US Bancorp
78
US Bancorp
Minnesota
$3.45K – – –
SIS
79
Sound Income Strategies
Florida
$351 +$15 +1 +4%
AssetMark Inc
80
AssetMark Inc
California
$206 – – –
Jones Financial Companies
81
Jones Financial Companies
Missouri
$142 +$146 +10 New
SIA
82
Sit Investment Associates
Minnesota
– -$10M -726,603 Closed
SFS
83
Shaker Financial Services
Virginia
– -$431K -31,319 Closed
Cerity Partners
84
Cerity Partners
New York
– -$365K -26,500 Closed
LCM
85
Landscape Capital Management
New Jersey
– -$252K -18,319 Closed
SFG
86
Sovereign Financial Group
Connecticut
– -$190K -13,812 Closed
JP Morgan Chase
87
JP Morgan Chase
New York
– -$68.8K -5,000 Closed
1 2 3
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