LGI

Lazard Global Total Return & Income Fund

36 hedge funds and large institutions have $33.7M invested in Lazard Global Total Return & Income Fund in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$5.62M 412,425 +36,140 +10%
Stifel Financial
2
Stifel Financial
Missouri
$4M 293,514 -11,250 -4%
1CP
3
1607 Capital Partners
Virginia
$3.84M 281,597 +5,344 +2%
Morgan Stanley
4
Morgan Stanley
New York
$3.74M 274,777 +94,887 +53%
SIA
5
Sit Investment Associates
Minnesota
$2.41M 176,662 -219,127 -55%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.04M 149,400 +11,935 +9%
Wells Fargo
7
Wells Fargo
California
$1.68M 123,229 -81,041 -40%
Invesco
8
Invesco
Georgia
$1.59M 116,667 +28,704 +33%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.51M 111,150 +1,390 +1%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$1.49M 109,375 +109,375 New
BlackRock
11
BlackRock
New York
$619K 45,473
First Trust Advisors
12
First Trust Advisors
Illinois
$582K 42,734 -3,088 -7%
UBS Group
13
UBS Group
Switzerland
$553K 40,538 -998 -2%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$519K 38,123 -21,182 -36%
Citadel Advisors
15
Citadel Advisors
Florida
$507K 37,192 +37,192 New
9WM
16
9258 Wealth Management
Ohio
$464K 34,102 +34,102 New
SIG
17
Sargent Investment Group
Maryland
$443K 32,500 +32,500 New
CRC
18
Curi RMB Capital
Illinois
$290K 21,324 +21,324 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$273K 20,085 +20,085 New
GC
20
Guggenheim Capital
Illinois
$246K 18,107 -1,761 -9%
AAM
21
Advisors Asset Management
Colorado
$207K 15,231 +1,441 +10%
CA
22
Cetera Advisors
Colorado
$197K 14,275 -594 -4%
IA
23
IFP Advisors
Florida
$188K 13,992 +2,180 +18%
SI
24
Stephens Inc
Arkansas
$163K 11,959 +11,959 New
LPL Financial
25
LPL Financial
California
$147K 10,777 +335 +3%