LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

50 hedge funds and large institutions have $39.9M invested in Lazard Global Total Return & Income Fund in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$1.84M
2
Bank of America
Bank of America
North Carolina
$1.87M
3
KIM
Karpus Investment Management
New York
$4.93M
4
SFS
Shaker Financial Services
Virginia
$269K
5
DA
Doliver Advisors
Texas
$236K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
SIA
Sit Investment Associates
Minnesota
$158K
3
RCM
Rivernorth Capital Management
Florida
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$0
5
Wells Fargo
Wells Fargo
California
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
51
Rivernorth Capital Management
Florida
– -$942K -56,916 Closed
Bank of New York Mellon
52
Bank of New York Mellon
New York
– -$680K -41,100 Closed
CA
53
Cornerstone Advisors
North Carolina
– -$388K -23,457 Closed
CF
54
Centaurus Financial
California
– -$140K -8,431 Closed
FIA
55
FNY Investment Advisers
New York
– -$101K -6,139 Closed
SIC
56
Samalin Investment Counsel
New York
– -$73K -4,456 Closed
APC
57
Aspire Private Capital
North Carolina
– -$17K -1,004 Closed
AWM
58
Avior Wealth Management
Nebraska
– -$9K -550 Closed
CFA
59
Carroll Financial Associates
North Carolina
– -$6K -407 Closed
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