Lazard Global Total Return & Income Fund
LGI
37 hedge funds and large institutions have $37.9M invested in Lazard Global Total Return & Income Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
5% more capital invested
Capital invested by funds: $36M → $37.9M (+$1.9M)
3% more funds holding
Funds holding: 36 → 37 (+1)
0.15% less ownership
Funds ownership: 24.55% → 24.4% (-0.15%)
25% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.47M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$259K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$250K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$124K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$99.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Sargent Investment Group
Bethesda,
Maryland
|
-$464K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$442K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$399K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$313K |
| 5 |
Morgan Stanley
New York
|
-$273K |
LGI Hedge Fund Activity: Q2 2019 in Review
37 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Lazard Global Total Return & Income Fund (LGI) for Q2 2019, worth a combined $37.9M — up 5.3% from $36M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LGI positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 16 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $2.47M. The largest seller was Sargent Investment Group, exiting entirely with an estimated $464K sold.
- 37 institutional investors held Lazard Global Total Return & Income Fund (LGI) as of Q2 2019, up from 36 in Q1 2019.
- Funds reported $37.9M of Lazard Global Total Return & Income Fund stock for Q2 2019, up 5.3% quarter-over-quarter.
- 5 funds opened new Lazard Global Total Return & Income Fund positions in Q2 2019 and 2 closed out, a net change of +3 holders.
- The largest Lazard Global Total Return & Income Fund buyer in Q2 2019 was Raymond James & Associates, an estimated $2.47M added.
- The largest Lazard Global Total Return & Income Fund seller in Q2 2019 was Sargent Investment Group, an estimated $464K sold.
Based on aggregated 13F filings for Q2 2019.