Lazard Global Total Return & Income Fund
LGI
43 hedge funds and large institutions have $36.7M invested in Lazard Global Total Return & Income Fund in 2026 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 9 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
12% more capital invested
Capital invested by funds: $32.8M → $36.7M (+$3.87M)
0.41% less ownership
Funds ownership: 15.67% → 15.26% (-0.41%)
7% less funds holding
Funds holding: 46 → 43 (-3)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$341K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$282K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$186K |
| 4 |
P
&Partners
Nashville,
Tennessee
|
+$155K |
| 5 |
LPL Financial
San Diego,
California
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$632K |
| 2 |
AWA
Adapt Wealth Advisors
Atlanta,
Georgia
|
-$485K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$269K |
| 4 |
XT
XTX Topco
George Town,
Cayman Islands
|
-$201K |
| 5 |
VF
Virtu Financial
New York
|
-$174K |
LGI Hedge Fund Activity: Q2 2026 in Review
43 of the 8,316 institutional investors tracked by Wall St. Rank reported a position in Lazard Global Total Return & Income Fund (LGI) for Q2 2026, worth a combined $36.7M — up 12% from $32.8M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of LGI and 7 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 15 added.
The largest buyer was Guggenheim Capital, adding an estimated $341K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $632K sold.
- 43 institutional investors held Lazard Global Total Return & Income Fund (LGI) as of Q2 2026, down from 46 in Q1 2026.
- Funds reported $36.7M of Lazard Global Total Return & Income Fund stock for Q2 2026, up 12% quarter-over-quarter.
- 7 funds opened new Lazard Global Total Return & Income Fund positions in Q2 2026 and 9 closed out, a net change of -2 holders.
- The largest Lazard Global Total Return & Income Fund buyer in Q2 2026 was Guggenheim Capital, an estimated $341K added.
- The largest Lazard Global Total Return & Income Fund seller in Q2 2026 was Shaker Financial Services, an estimated $632K sold.
Based on aggregated 13F filings for Q2 2026.