LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

37 hedge funds and large institutions have $36.8M invested in Lazard Global Total Return & Income Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
37
Holders Change
-4
Holders Change %
-9.76%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
19
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.13M
2
Wells Fargo
2
Wells Fargo
California
$4.58M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.15M
4
GC
4
Guggenheim Capital
Illinois
$2.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.79M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
SCM
2
Saba Capital Management
New York
$0
3
Invesco
3
Invesco
Georgia
$0
4
Raymond James Financial
4
Raymond James Financial
Florida
$3.41M
5
UBS Group
5
UBS Group
Switzerland
$1.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$126K 7,520 -614 -8%
ME
27
McIlrath & Eck
Washington
$118K 7,015 +195 +3%
MCM
28
MAI Capital Management
Ohio
$91.4K 5,441 +12 +0.2%
Osaic Holdings
29
Osaic Holdings
Arizona
$61.8K 3,868 -905 -19%
GWSG
30
GPS Wealth Strategies Group
Colorado
$49.2K 2,930 – –
AF
31
Allworth Financial
California
$33.6K 2,000 +2,000 New
NS
32
NBC Securities
Alabama
$14K 872 +24 +3%
AUB
33
Atlantic Union Bankshares
Virginia
$12.2K 725 +725 New
PA
34
Parallel Advisors
California
$2.68K 159 – –
HI
35
Harbour Investments
Wisconsin
$1.68K 100 – –
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$1.21K 72 – –
WTFG
37
Wood Tarver Financial Group
Idaho
$1K 105 – –
WAM
38
Wolverine Asset Management
Illinois
– – -193,593 Closed
SCM
39
Saba Capital Management
New York
– – -155,220 Closed
Invesco
40
Invesco
Georgia
– – -22,975 Closed
ERIC
41
Eagle Rock Investment Company
Georgia
– – -10,000 Closed
EC
42
Elequin Capital
New York
– – -3,460 Closed
QL
43
Quarry LP
New York
– – -1,976 Closed
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