NYLI CBRE Global Infrastructure Megatrends Term Fund
MEGI- Exchange
- NYSE
- SEC CIK
- 0001855066
No open-market purchases or sales by NYLI CBRE Global Infrastructure Megatrends Term Fund insiders were filed in the last 90 days; 77 institutions reported holding it in 13F filings for Q2 2026, worth $337.4M in total; no superinvestor holds it.
Holders of 5% or more of MEGI
Holders whose latest Schedule 13D or 13G filing reports 5% or more of NYLI CBRE Global Infrastructure Megatrends Term Fund, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Morgan Stanley | 13G/A | 6.20%3.24M shares | −0.30 ppfrom 6.50% | May 6, 20254 filings | Aug 13, 2026 | SEC |
| Saba Capital Management, L.P. | 13D/A | 5.63%2.93M shares | −1.03 ppfrom 6.66% | Mar 7, 20258 filings | Aug 18, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
12 Schedule 13D and 13G filings on NYLI CBRE Global Infrastructure Megatrends Term Fund, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Aug 18, 20265:22 PM ET | Saba Capital Management, L.P.and 2 others | 13D/A | 5.63%2.93M shares | −1.03 ppfrom 6.66% | Aug 17, 2026 | SEC |
| Aug 13, 20265:23 PM ET | Morgan Stanleyand 1 other | 13G/A | 6.20%3.24M shares | −0.30 ppfrom 6.50% | Jun 30, 2026 | SEC |
| Aug 12, 20263:41 PM ET | Morgan Stanleyand 1 other | 13G/A | 6.50%3.37M shares | +1.10 ppfrom 5.40% | Jun 30, 2026 | SEC |
| Jun 29, 20265:58 PM ET | Saba Capital Management, L.P.and 2 others | 13D/A | 6.66%3.47M shares | −1.05 ppfrom 7.71% | Jun 25, 2026 | SEC |
| May 7, 20266:20 PM ET | Saba Capital Management, L.P.and 2 others | 13D/A | 7.71%4.01M shares | −1.10 ppfrom 8.81% | May 5, 2026 | SEC |
| Feb 12, 20262:53 PM ET | Morgan Stanleyand 1 other | 13G | 5.40%2.83M shares | +0.40 ppfrom 5.00% | Dec 31, 2025 | SEC |
| Feb 11, 20266:50 PM ET | Saba Capital Management, L.P.and 2 others | 13D/A | 8.81%4.58M shares | −1.02 ppfrom 9.83% | Feb 9, 2026 | SEC |
| Jan 21, 20267:32 PM ET | Saba Capital Management, L.P.and 2 others | 13D/A | 9.83%5.12M shares | −1.15 ppfrom 10.98% | Jan 16, 2026 | SEC |
| Dec 8, 202511:11 AM ET | Saba Capital Management, L.P.and 2 others | 13D/A | 10.98%5.71M shares | −1.00 ppfrom 11.98% | Dec 5, 2025 | SEC |
| May 6, 20253:35 PM ET | Morgan Stanley | 13G | 5.00%2.63M shares | New | Mar 31, 2025 | SEC |
| Mar 26, 20252:29 PM ET | Saba Capital Management, L.P.and 2 others | 13D/A | 11.98%6.24M shares | +0.87 ppfrom 11.11% | Mar 25, 2025 | SEC |
| Mar 7, 20253:58 PM ET | Saba Capital Management, L.P.and 2 others | 13D/A | 11.11%5.78M shares | – | Mar 5, 2025 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell NYLI CBRE Global Infrastructure Megatrends Term Fund shares.
No Form 144 notices for NYLI CBRE Global Infrastructure Megatrends Term Fund are on file.