LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

30 hedge funds and large institutions have $49M invested in Lazard Global Total Return & Income Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$8.3M
2
SFS
2
Shaker Financial Services
Virginia
$1.3M
3
SIA
3
Sit Investment Associates
Minnesota
$761K
4
RJA
4
Raymond James & Associates
Florida
$5.45M
5
CCP
5
Clough Capital Partners
Massachusetts
$299K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$10.7M
2
KIM
2
Karpus Investment Management
New York
$0
3
BI
3
Bulldog Investors
New Jersey
$11.2M
4
UBS Group
4
UBS Group
Switzerland
$448K
5
CA
5
Cornerstone Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$7K 491 – –
SFG
27
SevenBridge Financial Group
Pennsylvania
$5K 365 +365 New
AA
28
Ancora Advisors
Ohio
$3K 233 +233 New
NFG
29
Next Financial Group
Texas
$2K 167 – –
KIM
30
Karpus Investment Management
New York
– – -195,649 Closed
CA
31
Cornerstone Advisors
North Carolina
– – -39,951 Closed
MC
32
Matisse Capital
Oregon
– – -13,100 Closed
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
– – -5,418 Closed
MFS
34
MSI Financial Services
Massachusetts
$0 20 +20 New
1
2