LGI

Lazard Global Total Return & Income Fund
LGI

47 hedge funds and large institutions have $32.9M invested in Lazard Global Total Return & Income Fund in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 2 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more ownership

Funds ownership: →

5% less capital invested

Capital invested by funds: $34.5M → $32.9M (-$1.66M)

Holders
47
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$689K
2
+$348K
3
+$304K
4
KA
Kovack Advisors
Florida
+$236K
5
XT
XTX Topco
Cayman Islands
+$227K

Top Sellers

1
-$501K
2
-$386K
3
-$378K
4
NA
NewEdge Advisors
Louisiana
-$231K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$186K
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
26
Kovack Advisors
Florida
$216K
XT
27
XTX Topco
Cayman Islands
$201K
CSP
28
Cary Street Partners
Virginia
$188K
VF
29
Virtu Financial
New York
$174K
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$172K
HF
31
HRT Financial
New York
$169K
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$129K
MCM
33
MAI Capital Management
Ohio
$112K
NA
34
NewEdge Advisors
Louisiana
$98.4K
WAM
35
Wolverine Asset Management
Illinois
$60K
WWM
36
Western Wealth Management
Colorado
$47.1K
AF
37
Allworth Financial
California
$32.2K
CT
38
Colonial Trust
South Carolina
$22.2K
TWC
39
TD Waterhouse Canada
Ontario, Canada
$18.1K
NS
40
NBC Securities
Alabama
$15.2K
AUB
41
Atlantic Union Bankshares
Virginia
$11.7K
SA
42
Strategic Advocates
Utah
$7.26K
HI
43
Harbour Investments
Wisconsin
$5.42K
BIAS
44
Beacon Investment Advisory Services
New Jersey
$4.83K
HWP
45
Highline Wealth Partners
California
$2.69K
PA
46
Parallel Advisors
California
$2.56K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$2.54K
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
–
KAS
49
Kestra Advisory Services
Texas
–
1
2