LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Trends Analyst Outlook Journalist POV

37 hedge funds and large institutions have $57M invested in Lazard Global Total Return & Income Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

less funds holding

Funds holding: →

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
37
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
+$499K
2
+$237K
3
+$206K
4
UBS Group
UBS Group
Switzerland
+$166K
5
Ameriprise
Ameriprise
Minnesota
+$144K

Top Sellers

1
-$3.54M
2
-$1.55M
3
-$1.2M
4
Invesco
Invesco
Georgia
-$446K
5
TCA
Transcend Capital Advisors
New Jersey
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$206K
27
$188K
28
$135K
29
$113K
30
$53K
31
$44K
32
$31K
33
$21K
34
$5K
35
$3K
36
$3K
37
$2K
38
$1K
39
–
40
–
41
–
42
–
43
–
44
–
1
2