LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

39 hedge funds and large institutions have $59.2M invested in Lazard Global Total Return & Income Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$1.05M
2
LPL Financial
2
LPL Financial
California
$467K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$756K
4
SCA
4
Stonebridge Capital Advisors
Minnesota
$25K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.32M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$1.55M
2
AA
2
AQR Arbitrage
Connecticut
$0
3
Invesco
3
Invesco
Georgia
$1M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$5.76M
5
CCP
5
Clough Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$236K 12,254 +430 +4%
Lido Advisors
27
Lido Advisors
California
$226K 11,745 – –
SPIA
28
Steward Partners Investment Advisory
New York
$174K 9,052 – –
CF
29
Centaurus Financial
California
$127K 6,600 +644 +11%
Citigroup
30
Citigroup
New York
$40K 2,100 – –
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$29K 1,560 – –
SCA
32
Stonebridge Capital Advisors
Minnesota
$25K 1,323 +1,323 New
JMF
33
Johnson Midwest Financial
Iowa
$19K 1,005 – –
SWM
34
Spire Wealth Management
Virginia
$4K 190 +190 New
HI
35
Harbour Investments
Wisconsin
$4K 234 +234 New
APC
36
Aspire Private Capital
North Carolina
$3K 164 – –
PA
37
Parallel Advisors
California
$3K 159 – –
GWM
38
Geneos Wealth Management
Colorado
$2K 108 – –
AA
39
AQR Arbitrage
Connecticut
– – -33,201 Closed
CCP
40
Clough Capital Partners
Massachusetts
– – -24,132 Closed
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
– – -3,195 Closed
EP
42
Eudaimonia Partners
Tennessee
$0 8 -2,378 -100%
ASN
43
Advisory Services Network
Georgia
– – -523 Closed
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
– – -161 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
1
2