We are live on ! Find out more
LGI

Lazard Global Total Return & Income Fund
LGI

46 hedge funds and large institutions have $32.8M invested in Lazard Global Total Return & Income Fund in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

18% more funds holding

Funds holding: 39 → 46 (+7)

0.46% more ownership

Funds ownership: 15.21% → 15.67% (+0.46%)

5% less capital invested

Capital invested by funds: $34.5M → $32.8M (-$1.71M)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$689K
2
Wells Fargo
Wells Fargo
California
+$348K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$304K
4
KA
Kovack Advisors
Florida
+$236K
5
XT
XTX Topco
Cayman Islands
+$227K

Top Sellers

Rank Fund Capital Flow
1
SA
Strategic Advocates
Utah
-$501K
2
Raymond James Financial
Raymond James Financial
Florida
-$386K
3
Morgan Stanley
Morgan Stanley
New York
-$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 +$236K +13,002 New
XT
27
XTX Topco
Cayman Islands
$201K +$227K +12,517 New
CSP
28
Cary Street Partners
Virginia
$188K – – –
VF
29
Virtu Financial
New York
$174K +$196K +10,800 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$172K -$2.34K -129 -1%
HF
31
HRT Financial
New York
$169K +$191K +10,504 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$129K +$15.6K +859 +12%
MCM
33
MAI Capital Management
Ohio
$112K +$200 +11 +0.2%
NA
34
NewEdge Advisors
Louisiana
$98.4K -$231K -12,729 -68%
WAM
35
Wolverine Asset Management
Illinois
$60K +$67.7K +3,732 New
AF
36
Allworth Financial
California
$32.2K – – –
CT
37
Colonial Trust
South Carolina
$22.2K +$26K +1,433 New
TWC
38
TD Waterhouse Canada
Ontario, Canada
$18.1K +$20K +1,100 New
NS
39
NBC Securities
Alabama
$15.2K +$418 +23 +3%
AUB
40
Atlantic Union Bankshares
Virginia
$11.7K – – –
SA
41
Strategic Advocates
Utah
$7.26K -$501K -27,608 -98%
HI
42
Harbour Investments
Wisconsin
$5.42K -$36 -2 -0.6%
BIAS
43
Beacon Investment Advisory Services
New Jersey
$4.83K +$5.45K +300 New
HWP
44
Highline Wealth Partners
California
$2.69K -$54 -3 -2%
PA
45
Parallel Advisors
California
$2.56K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2.54K +$73 +4 +3%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
– -$50.4K -2,890 Closed
KAS
48
Kestra Advisory Services
Texas
– -$37.9K -2,176 Closed
1
2

LGI Hedge Fund Activity: Q1 2026 in Review

46 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Lazard Global Total Return & Income Fund (LGI) for Q1 2026, worth a combined $32.8M — down 4.9% from $34.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LGI positions and 2 closed out — a net gain of 7 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $689K. The largest seller was Strategic Advocates, cutting an estimated $501K.

  • 46 institutional investors held Lazard Global Total Return & Income Fund (LGI) as of Q1 2026, up from 39 in Q4 2025.
  • Funds reported $32.8M of Lazard Global Total Return & Income Fund stock for Q1 2026, down 4.9% quarter-over-quarter.
  • 9 funds opened new Lazard Global Total Return & Income Fund positions in Q1 2026 and 2 closed out, a net change of +7 holders.
  • The largest Lazard Global Total Return & Income Fund buyer in Q1 2026 was Osaic Holdings, an estimated $689K added.
  • The largest Lazard Global Total Return & Income Fund seller in Q1 2026 was Strategic Advocates, an estimated $501K sold.

Based on aggregated 13F filings for Q1 2026.