LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

53 hedge funds and large institutions have $59.4M invested in Lazard Global Total Return & Income Fund in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+20
Holders Change %
+60.61%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
17
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$6.18M
2
Morgan Stanley
Morgan Stanley
New York
+$2.48M
3
SIA
Sit Investment Associates
Minnesota
+$2.29M
4
RCM
Rivernorth Capital Management
Florida
+$942K
5
Wells Fargo
Wells Fargo
California
+$866K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$818K
2
GC
Guggenheim Capital
Illinois
-$270K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$136K
4
QCIG
Quad-Cities Investment Group
Iowa
-$73K
5
WAM
Wolverine Asset Management
Illinois
-$59K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
51
Carroll Financial Associates
North Carolina
$6K +$6K +407 New
AF
52
Allworth Financial
California
$3K +$43 +3 +1%
GWM
53
Geneos Wealth Management
Colorado
$2K +$2K +125 New
GC
54
Guggenheim Capital
Illinois
– -$270K -17,253 Closed
QCIG
55
Quad-Cities Investment Group
Iowa
– -$73K -4,638 Closed
WAM
56
Wolverine Asset Management
Illinois
– -$59K -3,776 Closed
APA
57
American Portfolios Advisors
New York
– -$18.5K -1,184 Closed
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