Lazard Global Total Return & Income Fund
LGI
37 hedge funds and large institutions have $37.5M invested in Lazard Global Total Return & Income Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 6 closing their positions.
186% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 7
2% more capital invested
Capital invested by funds: $36.8M → $37.5M (+$771K)
1.17% less ownership
Funds ownership: 18.34% → 17.17% (-1.2%)
10% less funds holding
Funds holding: 41 → 37 (-4)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$1.05M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$833K |
| 3 |
Morgan Stanley
New York
|
+$677K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$621K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$383K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.98M |
| 2 |
SCM
Saba Capital Management
New York
|
-$2.39M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$354K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$287K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$276K |
LGI Hedge Fund Activity: Q2 2025 in Review
37 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Lazard Global Total Return & Income Fund (LGI) for Q2 2025, worth a combined $37.5M — up 2.1% from $36.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of LGI and 3 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 20 added.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $1.05M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.98M sold.
- 37 institutional investors held Lazard Global Total Return & Income Fund (LGI) as of Q2 2025, down from 41 in Q1 2025.
- Funds reported $37.5M of Lazard Global Total Return & Income Fund stock for Q2 2025, up 2.1% quarter-over-quarter.
- 3 funds opened new Lazard Global Total Return & Income Fund positions in Q2 2025 and 6 closed out, a net change of -3 holders.
- The largest Lazard Global Total Return & Income Fund buyer in Q2 2025 was Two Sigma Investments, an estimated $1.05M added.
- The largest Lazard Global Total Return & Income Fund seller in Q2 2025 was Wolverine Asset Management, an estimated $2.98M sold.
Based on aggregated 13F filings for Q2 2025.