LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

50 hedge funds and large institutions have $51.1M invested in Lazard Global Total Return & Income Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.19M
2
SIA
2
Sit Investment Associates
Minnesota
$2.5M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.99M
4
Wells Fargo
4
Wells Fargo
California
$4.09M
5
RJA
5
Raymond James & Associates
Florida
$9.25M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$2.39M
2
WAM
2
Wolverine Asset Management
Illinois
$92K
3
CAN
3
Cetera Advisor Networks
California
$258K
4
SFS
4
Shaker Financial Services
Virginia
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
TCA
26
Transcend Capital Advisors
New Jersey
$237K 16,807 -1,542 -8%
CIA
27
Capital Investment Advisors
Georgia
$224K 15,905 – –
Osaic Holdings
28
Osaic Holdings
Arizona
$206K 14,529 +2,829 +24%
AAM
29
Advisors Asset Management
Colorado
$191K 13,558 -507 -4%
RVPG
30
Relative Value Partners Group
$183K 12,985 -467 -3%
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$183K 13,000 +1,900 +17%
GC
32
Guggenheim Capital
Illinois
$175K 12,458 +12,458 New
SI
33
Stephens Inc
Arkansas
$165K 11,735 -4,777 -29%
CA
34
Cetera Advisors
Colorado
$163K 11,582 -1,186 -9%
CCP
35
Clough Capital Partners
Massachusetts
$152K 10,800 – –
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$150K 10,533 +605 +6%
SPIA
37
Steward Partners Investment Advisory
New York
$106K 7,552 +4,000 +113%
WAM
38
Wolverine Asset Management
Illinois
$92K 6,550 -146,969 -96%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$88K 6,265 – –
BCM
40
Birch Capital Management
Texas
$41K 2,920 +2,920 New
1W
41
1776 Wealth
Georgia
$38K 2,712 -5,856 -68%
EP
42
Eudaimonia Partners
Tennessee
$38K 2,724 +40 +1%
Citigroup
43
Citigroup
New York
$30K 2,100 – –
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$22K 1,560 – –
SCA
45
Stonebridge Capital Advisors
Minnesota
$19K 1,323 – –
AA
46
Ancora Advisors
Ohio
$5K 357 – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$2K 161 – –
PA
48
Parallel Advisors
California
$2K 159 +159 New
AWM
49
Avior Wealth Management
Nebraska
$2K 210 +210 New
GWM
50
Geneos Wealth Management
Colorado
$1K 102 +2 +2%
1
2
3