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LGI

Lazard Global Total Return & Income Fund

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.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $41.5M → $54.8M (+$13.3M)

4.47% more ownership

Funds ownership: 23.03%27.49% (+4.5%)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2% less funds holding

Funds holding: 4342 (-1)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.61%
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

LGI Hedge Fund Activity: Q4 2023 in Review

42 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lazard Global Total Return & Income Fund (LGI) for Q4 2023, worth a combined $54.8M — up 32% from $41.5M a quarter earlier.

Fund positioning in LGI was balanced in Q4 2023: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.86M. The largest seller was Ameriprise, cutting an estimated $1.07M.

  • 42 institutional investors held Lazard Global Total Return & Income Fund (LGI) as of Q4 2023, down from 43 in Q3 2023.
  • Funds reported $54.8M of Lazard Global Total Return & Income Fund stock for Q4 2023, up 32% quarter-over-quarter.
  • 3 funds opened new Lazard Global Total Return & Income Fund positions in Q4 2023 and 3 closed out, a net change of 0 holders.
  • The largest Lazard Global Total Return & Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $5.86M added.
  • The largest Lazard Global Total Return & Income Fund seller in Q4 2023 was Ameriprise, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2023.