LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

42 hedge funds and large institutions have $54.8M invested in Lazard Global Total Return & Income Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.9M
2
SCM
2
Saba Capital Management
New York
$2.92M
3
CA
3
Cornerstone Advisors
North Carolina
$3.67M
4
1CP
4
1607 Capital Partners
Virginia
$822K
5
AA
5
AQR Arbitrage
Connecticut
$1.74M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$580K
2
RJA
2
Raymond James & Associates
Florida
$9.22M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.32M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QC
26
Quantedge Capital
Singapore
$341K 22,281 +11,381 +104%
NA
27
NewEdge Advisors
Louisiana
$275K 18,009 -727 -4%
CCP
28
Clough Capital Partners
Massachusetts
$251K 16,400 +16,400 New
QL
29
Quarry LP
New York
$251K 16,400 +16,400 New
BFM
30
Boothbay Fund Management
New York
$240K 15,648 – –
9WM
31
9258 Wealth Management
Ohio
$226K 14,746 -332 -2%
Osaic Holdings
32
Osaic Holdings
Arizona
$221K 14,450 -7,633 -35%
TCA
33
Transcend Capital Advisors
New Jersey
$199K 12,972 – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$126K 8,224 -2,897 -26%
ME
35
McIlrath & Eck
Washington
$92.7K 6,050 – –
GWSG
36
GPS Wealth Strategies Group
Colorado
$44.9K 2,930 – –
NS
37
NBC Securities
Alabama
$12K 845 +16 +2%
PFA
38
Pathway Financial Advisers
Indiana
$11.5K 750 – –
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$9.38K 612 -3,190 -84%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$4.6K 300 – –
APC
41
Aspire Private Capital
North Carolina
$2.51K 164 – –
PA
42
Parallel Advisors
California
$2.44K 159 – –
BRWA
43
B. Riley Wealth Advisors
Florida
– – -24,178 Closed
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
– – -15,365 Closed
Walleye Capital
45
Walleye Capital
New York
– – -12,913 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
1
2