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LGI

Lazard Global Total Return & Income Fund
LGI

21 hedge funds and large institutions have $42.3M invested in Lazard Global Total Return & Income Fund in 2013 Q2 according to their latest regulatory filings, with 21 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

26.95% more ownership

Funds ownership: 0% → 26.95% (+27%)

Holders
21
Holders Change
+21
Holders Change %
–
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$20.5M +$21.1M +1,251,776 New
Morgan Stanley
2
Morgan Stanley
New York
$4.99M +$5.15M +305,080 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.4M +$4.54M +269,037 New
KIM
4
Karpus Investment Management
New York
$2.87M +$2.96M +175,588 New
Wells Fargo
5
Wells Fargo
California
$2.75M +$2.84M +168,251 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.13M +$2.2M +130,586 New
U
7
UBS
Switzerland
$981K +$1.01M +60,064 New
HSBC Holdings
8
HSBC Holdings
United Kingdom
$972K +$1M +59,510 New
Bank of America
9
Bank of America
North Carolina
$514K +$530K +31,452 New
SKK
10
Shepherd Kaplan Krochuk
Massachusetts
$375K +$387K +22,945 New
SFS
11
Shaker Financial Services
Virginia
$336K +$347K +20,558 New
AQR Capital Management
12
AQR Capital Management
Connecticut
$314K +$324K +19,239 New
DA
13
Doliver Advisors
Texas
$312K +$322K +19,115 New
RJA
14
Raymond James & Associates
Florida
$250K +$258K +15,275 New
TC
15
TFS Capital
Pennsylvania
$249K +$257K +15,265 New
ACP
16
Aviance Capital Partners
Florida
$170K +$175K +10,375 New
Barclays
17
Barclays
United Kingdom
$120K +$124K +7,363 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$50K +$50.6K +3,000 New
AIG
19
American International Group
New York
$36.2K +$37.3K +2,214 New
Citigroup
20
Citigroup
New York
$23K +$24.4K +1,445 New
TRCT
21
Tower Research Capital (TRC)
New York
$4K +$3.91K +232 New

LGI Hedge Fund Activity: Q2 2013 in Review

21 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Lazard Global Total Return & Income Fund (LGI) for Q2 2013, worth a combined $42.3M.

Buyers outnumbered sellers: 21 funds opened new LGI positions and 0 closed out — a net gain of 21 holders — while 0 added to existing stakes and 0 trimmed.

  • 21 institutional investors held Lazard Global Total Return & Income Fund (LGI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $42.3M of Lazard Global Total Return & Income Fund stock for Q2 2013.
  • 21 funds opened new Lazard Global Total Return & Income Fund positions in Q2 2013 and 0 closed out, a net change of +21 holders.

Based on aggregated 13F filings for Q2 2013.