Lazard Global Total Return & Income Fund
LGI
36 hedge funds and large institutions have $36M invested in Lazard Global Total Return & Income Fund in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 3 closing their positions.
7% more capital invested
Capital invested by funds: $33.7M → $36M (+$2.32M)
0% more funds holding
Funds holding: 36 → 36 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
1.48% less ownership
Funds ownership: 26.02% → 24.55% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$829K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$764K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$724K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$578K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$504K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.41M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.49M |
| 3 |
Morgan Stanley
New York
|
-$1.31M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$434K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$273K |
LGI Hedge Fund Activity: Q1 2019 in Review
36 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Lazard Global Total Return & Income Fund (LGI) for Q1 2019, worth a combined $36M — up 6.9% from $33.7M a quarter earlier.
Fund positioning in LGI was balanced in Q1 2019: 3 funds opened new positions, 3 closed out, 14 added to existing stakes and 14 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $829K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $2.41M sold.
- 36 institutional investors held Lazard Global Total Return & Income Fund (LGI) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $36M of Lazard Global Total Return & Income Fund stock for Q1 2019, up 6.9% quarter-over-quarter.
- 3 funds opened new Lazard Global Total Return & Income Fund positions in Q1 2019 and 3 closed out, a net change of 0 holders.
- The largest Lazard Global Total Return & Income Fund buyer in Q1 2019 was Raymond James & Associates, an estimated $829K added.
- The largest Lazard Global Total Return & Income Fund seller in Q1 2019 was Sit Investment Associates, an estimated $2.41M sold.
Based on aggregated 13F filings for Q1 2019.