LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

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 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$2.23M
2
Wells Fargo
Wells Fargo
California
+$2.14M
3
SA
Strategic Advocates
Utah
+$867K
4
SFS
Shaker Financial Services
Virginia
+$682K
5
Morgan Stanley
Morgan Stanley
New York
+$620K

Top Sellers

1
SCM
Saba Capital Management
New York
-$7.63M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.79M
3
AA
AQR Arbitrage
Connecticut
-$815K
4
1CP
1607 Capital Partners
Virginia
-$745K
5
Invesco
Invesco
Georgia
-$68.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$178K -$1.08K -70 -0.6%
TCA
27
Transcend Capital Advisors
New Jersey
$158K -$42.4K -2,751 -21%
ERIC
28
Eagle Rock Investment Company
Georgia
$154K -$30.8K -2,000 -17%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$125K +$755 +49 +0.6%
ME
30
McIlrath & Eck
Washington
$105K +$2.79K +181 +3%
MCM
31
MAI Capital Management
Ohio
$83.7K +$170 +11 +0.2%
Osaic Holdings
32
Osaic Holdings
Arizona
$73.6K +$13.9K +905 +23%
EC
33
Elequin Capital
New York
$53.3K +$53.3K +3,460 New
GWSG
34
GPS Wealth Strategies Group
Colorado
$45.2K – – –
QL
35
Quarry LP
New York
$30.5K – – –
NS
36
NBC Securities
Alabama
$13K +$13K +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
PFA
44
Pathway Financial Advisers
Indiana
– -$12K -750 Closed
SAM
45
Synergy Asset Management
Washington
– -$4.54K -250 Closed
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