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MEGI

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.07M
2
SCM
Saba Capital Management
New York
+$5.81M
3
Raymond James Financial
Raymond James Financial
Florida
+$3.52M
4
AC
Almitas Capital
California
+$825K
5
AAM
Advisors Asset Management
Colorado
+$787K

Top Sellers

Rank Fund Capital Flow
1
AIA
Absolute Investment Advisers
Florida
-$2.65M
2
First Trust Advisors
First Trust Advisors
Illinois
-$1.12M
3
SA
Sanctuary Advisors
Indiana
-$1.09M
4
QL
Quarry LP
New York
-$993K
5
Jane Street
Jane Street
New York
-$947K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Saba Capital Management
New York
$83M +$5.81M +459,205 +8%
Morgan Stanley
2
Morgan Stanley
New York
$59.3M +$8.07M +638,062 +17%
Raymond James Financial
3
Raymond James Financial
Florida
$30.6M +$3.52M +277,983 +14%
PCM
4
Penserra Capital Management
California
$17.1M +$64.9K +5,132 +0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12M +$143K +11,266 +1%
Wells Fargo
6
Wells Fargo
California
$10.8M -$714K -56,434 -7%
KIM
7
Karpus Investment Management
New York
$10.4M -$244K -19,305 -2%
Bank of America
8
Bank of America
North Carolina
$6.93M +$125K +9,855 +2%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$4.58M -$188K -14,882 -4%
AAM
10
Advisors Asset Management
Colorado
$4.33M +$787K +62,165 +24%
Comerica Bank
11
Comerica Bank
Texas
$3.65M -$4.86K -384 -0.1%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$3.22M +$168K +13,261 +6%
AIA
13
Absolute Investment Advisers
Florida
$3.12M -$2.65M -209,787 -47%
AC
14
Almitas Capital
California
$3.01M +$825K +65,223 +41%
WAM
15
Wolverine Asset Management
Illinois
$2.62M +$552K +43,624 +29%
CA
16
Corrado Advisors
New Jersey
$2.21M +$45.5K +3,599 +2%
Cohen & Steers
17
Cohen & Steers
New York
$1.96M -$278K -22,000 -13%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$1.86M +$15.1K +1,197 +0.9%
FC
19
FCA Corp
Texas
$1.39M -$22.3K -1,765 -2%
Stifel Financial
20
Stifel Financial
Missouri
$1.25M -$175K -13,865 -13%
QL
21
Quarry LP
New York
$1.24M -$993K -78,465 -46%
IFG
22
Independent Financial Group
California
$1.18M -$93.4K -7,380 -8%
SPIA
23
Steward Partners Investment Advisory
New York
$1.03M +$73.1K +5,777 +8%
COLIM
24
City of London Investment Management
United Kingdom
$993K – – –
BI
25
Bramshill Investments
Florida
$936K +$1.05K +83 +0.1%
1
2 3 4

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.