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MEGI

MainStay CBRE Global Infrastructure Megatrends Term Fund

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: 7881 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$92.3M +$7.52M +515,236 +9%
SCM
2
Saba Capital Management
New York
$60.2M -$21.9M -1,498,302 -27%
Raymond James Financial
3
Raymond James Financial
Florida
$37.2M -$1.8M -123,055 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.8M -$1.95M -133,504 -13%
Bank of America
5
Bank of America
North Carolina
$11.2M +$776K +53,185 +8%
Wells Fargo
6
Wells Fargo
California
$9.88M +$110K +7,533 +1%
PCM
7
Penserra Capital Management
California
$8.29M +$1.26M +86,507 +18%
KIM
8
Karpus Investment Management
New York
$7.48M -$727K -49,833 -9%
AIA
9
Absolute Investment Advisers
Florida
$6.05M +$1.17M +80,361 +24%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$5.07M +$44.8K +3,072 +0.9%
WAM
11
Wolverine Asset Management
Illinois
$4.72M +$918K +62,890 +24%
AC
12
Almitas Capital
California
$4.64M +$3.71M +254,480 +413%
SPIA
13
Steward Partners Investment Advisory
New York
$4.22M +$1.77M +121,425 +73%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$4.03M +$4.01M +274,603 New
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$3.7M +$1.55M +106,444 +73%
AAM
16
Advisors Asset Management
Colorado
$3.35M -$529K -36,239 -14%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$2.87M +$477K +32,682 +20%
OC
18
Oppenheimer & Co
New York
$2.83M +$664K +45,478 +31%
QL
19
Quarry LP
New York
$2.4M +$983K +67,368 +70%
CA
20
Corrado Advisors
New Jersey
$2.3M -$260K -17,793 -10%
SA
21
Sovran Advisors
California
$2.22M +$618K +42,319 +42%
IA
22
Icon Advisers
Colorado
$2.16M
Cohen & Steers
23
Cohen & Steers
New York
$2.02M
TJHA
24
Thomas J. Herzfeld Advisors
Florida
$1.92M +$252K +17,230 +15%
CEFA
25
Closed-End Fund Advisors
Virginia
$1.67M +$481K +32,946 +41%