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LGI

Lazard Global Total Return & Income Fund
LGI

41 hedge funds and large institutions have $36.8M invested in Lazard Global Total Return & Income Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

2.05% less ownership

Funds ownership: 20.38% → 18.34% (-2%)

7% less funds holding

Funds holding: 44 → 41 (-3)

13% less capital invested

Capital invested by funds: $42.4M → $36.8M (-$5.64M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$2.35M
2
Wells Fargo
Wells Fargo
California
+$2.25M
3
SA
Strategic Advocates
Utah
+$913K
4
SFS
Shaker Financial Services
Virginia
+$718K
5
Morgan Stanley
Morgan Stanley
New York
+$654K

Top Sellers

1
SCM
Saba Capital Management
New York
-$8.03M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.88M
3
AA
AQR Arbitrage
Connecticut
-$815K
4
1CP
1607 Capital Partners
Virginia
-$745K
5
SA
Sanctuary Advisors
Indiana
-$710K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$178K -$1.14K -70 -0.6%
TCA
27
Transcend Capital Advisors
New Jersey
$158K -$44.7K -2,751 -21%
ERIC
28
Eagle Rock Investment Company
Georgia
$154K -$32.5K -2,000 -17%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$125K +$795 +49 +0.6%
ME
30
McIlrath & Eck
Washington
$105K +$2.94K +181 +3%
MCM
31
MAI Capital Management
Ohio
$83.7K +$179 +11 +0.2%
Osaic Holdings
32
Osaic Holdings
Arizona
$73.6K +$14.7K +905 +23%
EC
33
Elequin Capital
New York
$53.3K +$56.2K +3,460 New
GWSG
34
GPS Wealth Strategies Group
Colorado
$45.2K – – –
QL
35
Quarry LP
New York
$30.4K – – –
NS
36
NBC Securities
Alabama
$13K +$13.8K +848 New
SSB
37
Sandy Spring Bank
Maryland
$11.2K – – –
PA
38
Parallel Advisors
California
$2.45K – – –
WTFG
39
Wood Tarver Financial Group
Idaho
$1.62K – – –
HI
40
Harbour Investments
Wisconsin
$1.54K – – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$1.11K – – –
AA
42
AQR Arbitrage
Connecticut
– -$815K -51,005 Closed
1CP
43
1607 Capital Partners
Virginia
– -$745K -46,640 Closed
SA
44
Sanctuary Advisors
Indiana
– -$710K -42,337 Closed
PFA
45
Pathway Financial Advisers
Indiana
– -$12K -750 Closed
SAM
46
Synergy Asset Management
Washington
– -$4.54K -250 Closed
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