NYLIM CBRE Global Infrastructure Megatrends Term Fund
MEGI
78 hedge funds and large institutions have $317M invested in NYLIM 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.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
11% more funds holding
Funds holding: 70 → 78 (+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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$10.3M |
| 2 |
Morgan Stanley
New York
|
+$8.28M |
| 3 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
+$4.69M |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
+$3.71M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$3.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$9.44M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.11M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.03M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.02M |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$819K |
MEGI Hedge Fund Activity: Q4 2025 in Review
78 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in NYLIM CBRE Global Infrastructure Megatrends Term Fund (MEGI) for Q4 2025, worth a combined $317M — up 3.5% from $306M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new MEGI positions and 9 closed out — a net gain of 8 holders — while 24 added to existing stakes and 23 trimmed.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $10.3M. The largest seller was Saba Capital Management, cutting an estimated $9.44M.
- 78 institutional investors held NYLIM CBRE Global Infrastructure Megatrends Term Fund (MEGI) as of Q4 2025, up from 70 in Q3 2025.
- Funds reported $317M of NYLIM CBRE Global Infrastructure Megatrends Term Fund stock for Q4 2025, up 3.5% quarter-over-quarter.
- 17 funds opened new NYLIM CBRE Global Infrastructure Megatrends Term Fund positions in Q4 2025 and 9 closed out, a net change of +8 holders.
- The largest NYLIM CBRE Global Infrastructure Megatrends Term Fund buyer in Q4 2025 was Sit Investment Associates, an estimated $10.3M added.
- The largest NYLIM CBRE Global Infrastructure Megatrends Term Fund seller in Q4 2025 was Saba Capital Management, an estimated $9.44M sold.
Based on aggregated 13F filings for Q4 2025.