LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

40 hedge funds and large institutions have $61M invested in Lazard Global Total Return & Income Fund in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.86M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$674K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.9M
4
GC
4
Guggenheim Capital
Illinois
$685K
5
CCP
5
Clough Capital Partners
Massachusetts
$430K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$5.66M
2
Invesco
2
Invesco
Georgia
$1.47M
3
PAG
3
Private Advisor Group
New Jersey
$779K
4
SKK
4
Shepherd Kaplan Krochuk
Massachusetts
$0
5
Bank of America
5
Bank of America
North Carolina
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
26
Relative Value Partners Group
$249K 13,969 +490 +4%
CA
27
Cetera Advisors
Colorado
$211K 11,824 +357 +3%
Lido Advisors
28
Lido Advisors
California
$209K 11,745 +11,745 New
SPIA
29
Steward Partners Investment Advisory
New York
$161K 9,052 – –
CF
30
Centaurus Financial
California
$106K 5,956 +5,956 New
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$60K 3,195 -2,605 -45%
EP
32
Eudaimonia Partners
Tennessee
$43K 2,386 +26 +1%
Citigroup
33
Citigroup
New York
$37K 2,100 – –
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$27K 1,560 – –
JMF
35
Johnson Midwest Financial
Iowa
$18K 1,005 +1,005 New
ASN
36
Advisory Services Network
Georgia
$9K 523 -585 -53%
APC
37
Aspire Private Capital
North Carolina
$3K 164 – –
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$3K 161 – –
PA
39
Parallel Advisors
California
$3K 159 – –
GWM
40
Geneos Wealth Management
Colorado
$2K 108 +4 +4%
SKK
41
Shepherd Kaplan Krochuk
Massachusetts
– – -17,610 Closed
KAS
42
Kestra Advisory Services
Texas
– – -15,358 Closed
BCM
43
Birch Capital Management
Texas
– – -2,982 Closed
AA
44
Ancora Advisors
Ohio
– – -357 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
AWM
46
Avior Wealth Management
Nebraska
– – – –
1
2