NYLI CBRE GBL INFR MGA TRM F (MEGI) Institutional Ownership Changes & 13F Activity
NYLI CBRE GBL INFR MGA TRM F (MEGI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Saba Capital Management, L.P., Morgan Stanley, Almitas Capital Llc, Karpus Management, Inc., and Allspring Global Investments Holdings, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +15,917 | — | 15,917 | $241.94K | Q2 2026 | Sep 02, 2026 |
| Almitas Capital Llc | Buy | +241,329 | +76.3% | 557,462 | $8.47M | Q2 2026 | Aug 17, 2026 |
| Saba Capital Management, L.P. | Sell | -685,779 | -16.7% | 3,409,677 | $51.83M | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | Buy | +147,858 | +29.0% | 656,967 | $9.99M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +71,803 | +2.8% | 2,601,351 | $39.54M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -68,726 | -62.2% | 41,790 | $635.21K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +62,539 | +9.3% | 735,049 | $11.17M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +60,053 | — | 60,053 | $912.81K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +41,545 | +5.5% | 800,693 | $12.17M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +12,618 | +5.5% | 240,645 | $3.66M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -10,299 | -47.2% | 11,518 | $175.07K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -9,488 | -1.1% | 859,536 | $13.06M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +9,186 | +47.5% | 28,516 | $433.44K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +2,566 | +19.2% | 15,916 | $241.92K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +942 | +2.5% | 38,240 | $581.34K | Q2 2026 | Aug 14, 2026 |
| Bramshill Investments, Llc | Buy | +737 | +1.4% | 53,668 | $815.75K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +240 | +2400.0% | 250 | $3.83K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +321,762 | +5.1% | 6,606,363 | $100.42M | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, Llc | Buy | +109,871 | +43.6% | 361,917 | $5.50M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +41,256 | +12.0% | 386,096 | $5.87M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +33,567 | +96.9% | 68,198 | $1.04M | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management Llc | Buy | +22,386 | +4.0% | 586,879 | $8.92M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +18,580 | +6.5% | 306,109 | $4.65M | Q2 2026 | Aug 13, 2026 |
| Osbon Capital Management Llc | Buy | +837 | — | 837 | $12.72K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +76 | +0.3% | 23,626 | $359.12K | Q2 2026 | Aug 13, 2026 |
| Evolve Private Wealth, Llc | Sell | -5,956 | -6.6% | 84,455 | $1.28M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -1,449 | -4.6% | 29,860 | $453.88K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +661 | +6.2% | 11,296 | $171.70K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +131 | +0.7% | 19,740 | $300.05K | Q2 2026 | Aug 12, 2026 |
| Fca Corp | Buy | +14,750 | +14.8% | 114,087 | $1.73M | Q2 2026 | Aug 11, 2026 |
Frequently asked questions about MEGI activity
Which institutional owners are buying MEGI?
Institutional owners buying MEGI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MEGI activity?
"Buy" means an investor increased their reported position in MEGI compared to the prior reporting period. This reflects growing exposure to NYLI CBRE GBL INFR MGA TRM F (MEGI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MEGI increasing?
Institutional interest in MEGI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.