Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nyli Cbre Gbl Infr Megtrnds (MEGI)

78 + Investors. Track Smart Money conviction in MEGI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
66%

Smart Money Signals — MEGI

Based on 78 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MEGI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
78 hedge funds hold MEGI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 66% buying

54 buying28 selling
Last quarter: 54 funds were net buyers (12 opened a brand new position + 42 added to an existing one). Only 28 were sellers (13 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 19 → 14 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 29% medium ■ 28% new
33 out of 78 hedge funds have held MEGI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

11 → 12 → 19 → 14 → 12 new funds/Q
New funds entering each quarter: 12 → 19 → 14 → 12. MEGI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 49% veterans vs 36% newcomers

■ 49% veterans ■ 15% 1-2yr ■ 36% new
Entry-cohort mix of 78 holders: 38 (49%) are 2+ year veterans, 12 entered 1–2 years ago, and 28 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
13 of 78 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in MEGI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MEGI

In 2026 Q2, 54 hedge funds were net buyers of MEGI (12 opened a new position, 42 added to an existing one), while 28 reduced or exited (13 trimmed, 15 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. 43% of total institutional value in MEGI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 78.

Hedge Fund Ownership: MEGI

How many hedge funds hold MEGI — quarterly history vs. share price
Quarterly hedge fund ownership of MEGI vs. share price

Market Analysis: MEGI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MEGI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: MEGI
78 + Investors

Track Smart Money conviction in MEGI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 78 81 -3.7%
13F Shares 22M 22M 3.21%
Total Value $325M $305M 6.55%
New Positions 12 14 -2
Increased Positions 42 39 +3
Closed Positions 15 7 +8
Reduced Positions 13 13 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MEGI

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Institutional Holders (2026 Q2)

78 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MEGI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MEGI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atlas Wealth LLC 2.48% 1,143,284 $17.4M
2 Almitas Capital LLC 2.03% 557,462 $8.5M
3 Closed-End Fund Advisors, Inc. 1.64% 110,327 $1.7M
4 Saba Capital Management, L.P. 1.33% 3,409,677 $51.8M
5 Thomas J. Herzfeld Advisors, Inc. 0.60% 129,641 $2.0M
6 Fca Corp /Tx 0.43% 114,087 $1.7M
7 Blue Bell Private Wealth Management, LLC 0.40% 208,839 $3.2M
8 Karpus Management, Inc. 0.29% 656,967 $10.0M
9 City of London Investment Management Co Ltd 0.27% 300,021 $4.6M
10 Chapin Davis, INC. 0.20% 74,378 $1.1M
11 Sovran Advisors, LLC 0.19% 166,190 $2.5M
12 Accredited Investor Services, LLC 0.17% 19,530 $297K
13 Opal Wealth Advisors, LLC 0.11% 32,471 $494K
14 Evolve Private Wealth, LLC 0.08% 84,455 $1.3M
15 Cadent Capital Advisors, LLC 0.07% 20,998 $319K
16 Vista Investment Partners II, LLC 0.07% 10,924 $166K
17 Bramshill Investments, LLC 0.06% 53,668 $816K
18 Red Door Wealth Management, LLC 0.06% 40,540 $616K
19 Advisors Asset Management, Inc. 0.06% 240,645 $3.7M
20 Tactive Advisors, LLC 0.05% 13,403 $204K
21 NWF Advisory Services Inc. 0.04% 27,500 $418K
22 Oppenheimer & Co Inc 0.03% 201,622 $3.1M
23 WPG Advisers, LLC 0.03% 3,347 $51K
24 Steward Partners Investment Advisory, LLC 0.02% 306,109 $4.7M
25 Independent Financial Group, LLC 0.02% 68,200 $1.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nyli Cbre Gbl Infr Megtrnds (MEGI)

What does the Smart Money Trend signal show for MEGI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MEGI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MEGI?

More buyers than sellers — 66% buying: Last quarter: 54 funds were net buyers (12 opened a brand new position + 42 added to an existing one). Only 28 were sellers (13 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MEGI holders?

Elite ownership — 43% AUM from top-100 funds: 13 of 78 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in MEGI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MEGI?

42% of holders stayed for 2+ years: 33 out of 78 hedge funds have held MEGI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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