Lazard Global Total Return & Income Fund
LGI
42 hedge funds and large institutions have $33.9M invested in Lazard Global Total Return & Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
2% more funds holding
Funds holding: 41 → 42 (+1)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
1.71% less ownership
Funds ownership: 20.95% → 19.24% (-1.7%)
19% less capital invested
Capital invested by funds: $42.1M → $33.9M (-$8.16M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$691K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$376K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$314K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$301K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$259K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.36M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$673K |
| 3 |
LPL Financial
San Diego,
California
|
-$401K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$259K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$125K |
LGI Hedge Fund Activity: Q3 2022 in Review
42 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lazard Global Total Return & Income Fund (LGI) for Q3 2022, worth a combined $33.9M — down 19% from $42.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LGI positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 14 trimmed.
The largest buyer was UBS Group, adding an estimated $691K. The largest seller was Raymond James & Associates, cutting an estimated $3.36M.
- 42 institutional investors held Lazard Global Total Return & Income Fund (LGI) as of Q3 2022, up from 41 in Q2 2022.
- Funds reported $33.9M of Lazard Global Total Return & Income Fund stock for Q3 2022, down 19% quarter-over-quarter.
- 6 funds opened new Lazard Global Total Return & Income Fund positions in Q3 2022 and 4 closed out, a net change of +2 holders.
- The largest Lazard Global Total Return & Income Fund buyer in Q3 2022 was UBS Group, an estimated $691K added.
- The largest Lazard Global Total Return & Income Fund seller in Q3 2022 was Raymond James & Associates, an estimated $3.36M sold.
Based on aggregated 13F filings for Q3 2022.