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MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI

68 hedge funds and large institutions have $301M invested in MainStay CBRE Global Infrastructure Megatrends Term Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $277M → $301M (+$23.8M)

6% more funds holding

Funds holding: 64 → 68 (+4)

0.73% more ownership

Funds ownership: 39.99% → 40.72% (+0.73%)

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
28
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.1M
2
Bank of America
Bank of America
North Carolina
+$2.05M
3
SA
Sovran Advisors
California
+$1.13M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.08M
5
SPIA
Steward Partners Investment Advisory
New York
+$861K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$2.62M
2
AC
Almitas Capital
California
-$2.54M
3
KIM
Karpus Investment Management
New York
-$1.26M
4
Stifel Financial
Stifel Financial
Missouri
-$635K
5
COLIM
City of London Investment Management
United Kingdom
-$564K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Saba Capital Management
New York
$89M +$340K +24,951 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$68.6M +$5.1M +374,586 +8%
Raymond James Financial
3
Raymond James Financial
Florida
$33.3M +$604K +44,404 +2%
PCM
4
Penserra Capital Management
California
$18.8M +$532K +39,092 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.2M -$528K -38,789 -4%
Wells Fargo
6
Wells Fargo
California
$11.3M -$149K -10,982 -1%
KIM
7
Karpus Investment Management
New York
$9.8M -$1.26M -92,455 -12%
Bank of America
8
Bank of America
North Carolina
$9.54M +$2.05M +150,317 +29%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$5.14M +$199K +14,652 +4%
AAM
10
Advisors Asset Management
Colorado
$4.73M +$107K +7,881 +2%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$4.34M +$859K +63,123 +26%
Comerica Bank
12
Comerica Bank
Texas
$3.9M +$7.41K +544 +0.2%
AIA
13
Absolute Investment Advisers
Florida
$3.34M – – –
CA
14
Corrado Advisors
New Jersey
$2.46M +$93.5K +6,868 +4%
Cohen & Steers
15
Cohen & Steers
New York
$2.09M – – –
SPIA
16
Steward Partners Investment Advisory
New York
$1.99M +$861K +63,227 +82%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$1.92M -$60.1K -4,418 -3%
FC
18
FCA Corp
Texas
$1.53M +$43K +3,160 +3%
QL
19
Quarry LP
New York
$1.32M – – –
IFG
20
Independent Financial Group
California
$1.28M +$19K +1,399 +2%
SA
21
Sovran Advisors
California
$1.16M +$1.13M +82,802 New
Two Sigma Investments
22
Two Sigma Investments
New York
$1.13M +$1.08M +79,398 New
BI
23
Bramshill Investments
Florida
$999K +$368 +27 +0%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$901K -$3.95K -290 -0.5%
OC
25
Oppenheimer & Co
New York
$716K +$148K +10,900 +28%
1
2 3

MEGI Hedge Fund Activity: Q2 2025 in Review

68 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) for Q2 2025, worth a combined $301M — up 8.6% from $277M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MEGI positions and 6 closed out — a net gain of 4 holders — while 28 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.1M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.62M sold.

  • 68 institutional investors held MainStay CBRE Global Infrastructure Megatrends Term Fund (MEGI) as of Q2 2025, up from 64 in Q1 2025.
  • Funds reported $301M of MainStay CBRE Global Infrastructure Megatrends Term Fund stock for Q2 2025, up 8.6% quarter-over-quarter.
  • 10 funds opened new MainStay CBRE Global Infrastructure Megatrends Term Fund positions in Q2 2025 and 6 closed out, a net change of +4 holders.
  • The largest MainStay CBRE Global Infrastructure Megatrends Term Fund buyer in Q2 2025 was Morgan Stanley, an estimated $5.1M added.
  • The largest MainStay CBRE Global Infrastructure Megatrends Term Fund seller in Q2 2025 was Wolverine Asset Management, an estimated $2.62M sold.

Based on aggregated 13F filings for Q2 2025.