LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

42 hedge funds and large institutions have $54.5M invested in Lazard Global Total Return & Income Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$12.9M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$335K
3
ERIC
3
Eagle Rock Investment Company
Georgia
$276K
4
Wells Fargo
4
Wells Fargo
California
$1.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$233K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.29M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
RJA
3
Raymond James & Associates
Florida
$8.04M
4
CA
4
Cornerstone Advisors
North Carolina
$2.46M
5
UBS Group
5
UBS Group
Switzerland
$1.44M
Name Market Value Shares Shares
Change 		Shares
Change %
BFM
26
Boothbay Fund Management
New York
$256K 15,648 – –
9WM
27
9258 Wealth Management
Ohio
$239K 14,652 -94 -0.6%
Osaic Holdings
28
Osaic Holdings
Arizona
$236K 14,458 +8 +0.1%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$233K 14,285 +14,285 New
TCA
30
Transcend Capital Advisors
New Jersey
$212K 12,972 – –
QC
31
Quantedge Capital
Singapore
$201K 12,281 -10,000 -45%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$189K 11,593 +11,293 +3,764%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$139K 8,519 +295 +4%
CA
34
CoreCap Advisors
Michigan
$118K 7,200 +7,200 New
ME
35
McIlrath & Eck
Washington
$101K 6,172 +122 +2%
US Bancorp
36
US Bancorp
Minnesota
$93.5K 5,726 +5,726 New
GWSG
37
GPS Wealth Strategies Group
Colorado
$47.8K 2,930 – –
NS
38
NBC Securities
Alabama
$14K 862 +17 +2%
PFA
39
Pathway Financial Advisers
Indiana
$12.2K 750 – –
CA
40
Crewe Advisors
Utah
$8.57K 525 +525 New
APC
41
Aspire Private Capital
North Carolina
$2.68K 164 – –
PA
42
Parallel Advisors
California
$2.6K 159 – –
WAM
43
Wolverine Asset Management
Illinois
– – -125,643 Closed
LSC
44
Logan Stone Capital
Illinois
– – -31,021 Closed
SFS
45
Shaker Financial Services
Virginia
– – -29,860 Closed
CCP
46
Clough Capital Partners
Massachusetts
– – -16,400 Closed
QL
47
Quarry LP
New York
– – -16,400 Closed
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
– – -612 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
1
2