LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

39 hedge funds and large institutions have $57.2M invested in Lazard Global Total Return & Income Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.59M
2
LPL Financial
2
LPL Financial
California
$2.03M
3
PAG
3
Private Advisor Group
New Jersey
$1.26M
4
UBS Group
4
UBS Group
Switzerland
$1.67M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$365K

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.65M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$4.91M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Invesco
5
Invesco
Georgia
$378K
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$241K 12,047 +12,047 New
SPIA
27
Steward Partners Investment Advisory
New York
$240K 11,987 +2,935 +32%
Lido Advisors
28
Lido Advisors
California
$235K 11,745 – –
CF
29
Centaurus Financial
California
$127K 6,362 -121 -2%
FIA
30
FNY Investment Advisers
New York
$84K 4,200 +4,200 New
SSB
31
Sandy Spring Bank
Maryland
$40K 2,000 +500 +33%
SCA
32
Stonebridge Capital Advisors
Minnesota
$26K 1,323 -1,323 -50%
JMF
33
Johnson Midwest Financial
Iowa
$20K 1,005 – –
HI
34
Harbour Investments
Wisconsin
$5K 234 – –
PA
35
Parallel Advisors
California
$3K 159 – –
APC
36
Aspire Private Capital
North Carolina
$3K 164 – –
GWM
37
Geneos Wealth Management
Colorado
$2K 111 +1 +0.9%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$1K 58 – –
SIA
39
Sit Investment Associates
Minnesota
– – -47,156 Closed
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– – -11,383 Closed
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
– – -9,900 Closed
Citigroup
42
Citigroup
New York
– – -2,100 Closed
IFWM
43
Institute for Wealth Management
Colorado
– – – –
CFGS
44
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$0 1 +1 New
1
2