We are live on ! Find out more
MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund

78 hedge funds and large institutions have $317M invested in MainStay CBRE Global Infrastructure Megatrends Term Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

11% more funds holding

Funds holding: 7078 (+8)

4.17% more ownership

Funds ownership: 40.1%44.26% (+4.2%)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

3% more capital invested

Capital invested by funds: $306M → $317M (+$10.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
24
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$79.4M +$8.28M +584,119 +11%
SCM
2
Saba Capital Management
New York
$77M -$9.44M -666,211 -11%
Raymond James Financial
3
Raymond James Financial
Florida
$36.5M +$2.65M +186,701 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.8M +$1.46M +102,850 +11%
SIA
5
Sit Investment Associates
Minnesota
$10M +$10.3M +726,603 New
Bank of America
6
Bank of America
North Carolina
$9.71M -$257K -18,153 -3%
Wells Fargo
7
Wells Fargo
California
$9.15M -$1.11M -78,206 -11%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$8.19M +$3.71M +261,484 +78%
KIM
9
Karpus Investment Management
New York
$7.69M -$1.02M -71,927 -11%
PCM
10
Penserra Capital Management
California
$6.58M +$627K +44,219 +10%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$4.7M +$32.1K +2,268 +0.7%
AIA
12
Absolute Investment Advisers
Florida
$4.51M +$4.69M +331,188 New
Comerica Bank
13
Comerica Bank
Texas
$3.78M -$2.45K -173 -0.1%
AAM
14
Advisors Asset Management
Colorado
$3.64M -$147K -10,356 -4%
WAM
15
Wolverine Asset Management
Illinois
$3.55M +$3.66M +258,337 New
CA
16
Corrado Advisors
New Jersey
$2.4M +$8.89K +627 +0.4%
SPIA
17
Steward Partners Investment Advisory
New York
$2.29M -$64.2K -4,532 -3%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$2.24M +$82.9K +5,849 +4%
OC
19
Oppenheimer & Co
New York
$2.03M +$338K +23,857 +19%
IA
20
Icon Advisers
Colorado
$2.02M +$2.08M +147,000 New
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$2M +$2.06M +145,602 New
Cohen & Steers
22
Cohen & Steers
New York
$1.89M
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$1.56M -$819K -57,749 -34%
Two Sigma Investments
24
Two Sigma Investments
New York
$1.52M
SA
25
Sovran Advisors
California
$1.4M +$268K +18,893 +23%