LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Trends Analyst Outlook Journalist POV

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.

New
Increased
Maintained
Reduced
Closed

less 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:

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

Holders
39
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
+$1.05M
2
+$43.4K
3
+$29.3K
4
SCA
Stonebridge Capital Advisors
Minnesota
+$25K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$19.9K

Top Sellers

1
-$4.57M
2
-$591K
3
-$587K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$542K
5
CCP
Clough Capital Partners
Massachusetts
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$236K
27
$226K
28
$174K
29
$127K
30
$40K
31
$29K
32
$25K
33
$19K
34
$4K
35
$4K
36
$3K
37
$3K
38
$2K
39
–
40
–
41
–
42
–
43
–
1
2