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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+15,91715,917$241.94KQ2 2026Sep 02, 2026
Almitas Capital LlcBuy+241,329+76.3%557,462$8.47MQ2 2026Aug 17, 2026
Saba Capital Management, L.P.Sell-685,779-16.7%3,409,677$51.83MQ2 2026Aug 14, 2026
Karpus Management, Inc.Buy+147,858+29.0%656,967$9.99MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+71,803+2.8%2,601,351$39.54MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-68,726-62.2%41,790$635.21KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+62,539+9.3%735,049$11.17MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+60,05360,053$912.81KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+41,545+5.5%800,693$12.17MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+12,618+5.5%240,645$3.66MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-10,299-47.2%11,518$175.07KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-9,488-1.1%859,536$13.06MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+9,186+47.5%28,516$433.44KQ2 2026Aug 14, 2026
&PartnersBuy+2,566+19.2%15,916$241.92KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+942+2.5%38,240$581.34KQ2 2026Aug 14, 2026
Bramshill Investments, LlcBuy+737+1.4%53,668$815.75KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+240+2400.0%250$3.83KQ2 2026Aug 14, 2026
Morgan StanleyBuy+321,762+5.1%6,606,363$100.42MQ2 2026Aug 13, 2026
Allspring Global Investments Holdings, LlcBuy+109,871+43.6%361,917$5.50MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+41,256+12.0%386,096$5.87MQ2 2026Aug 13, 2026
Ubs Group AgBuy+33,567+96.9%68,198$1.04MQ2 2026Aug 13, 2026
Penserra Capital Management LlcBuy+22,386+4.0%586,879$8.92MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+18,580+6.5%306,109$4.65MQ2 2026Aug 13, 2026
Osbon Capital Management LlcBuy+837837$12.72KQ2 2026Aug 13, 2026
Mariner, LlcBuy+76+0.3%23,626$359.12KQ2 2026Aug 13, 2026
Evolve Private Wealth, LlcSell-5,956-6.6%84,455$1.28MQ2 2026Aug 12, 2026
Stifel Financial CorpSell-1,449-4.6%29,860$453.88KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+661+6.2%11,296$171.70KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+131+0.7%19,740$300.05KQ2 2026Aug 12, 2026
Fca CorpBuy+14,750+14.8%114,087$1.73MQ2 2026Aug 11, 2026
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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.