LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Trends Analyst Outlook Journalist POV

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.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less first-time investments, than exits

New positions opened: | Existing positions closed:

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

Holders
40
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$631K
2
+$298K
3
+$298K
4
GC
Guggenheim Capital
Illinois
+$241K
5
CCP
Clough Capital Partners
Massachusetts
+$238K

Top Sellers

1
-$734K
2
-$487K
3
-$464K
4
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$273K
5
Bank of America
Bank of America
North Carolina
-$243K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$249K
27
$211K
28
$209K
29
$161K
30
$106K
31
$60K
32
$43K
33
$37K
34
$27K
35
$18K
36
$9K
37
$3K
38
$3K
39
$3K
40
$2K
41
–
42
–
43
–
44
–
1
2