LGI

Lazard Global Total Return & Income Fund

50 hedge funds and large institutions have $51.1M invested in Lazard Global Total Return & Income Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$9.25M 656,721 +77,236 +13%
1CP
2
1607 Capital Partners
Virginia
$4.84M 343,549 +26,821 +8%
Morgan Stanley
3
Morgan Stanley
New York
$4.3M 305,245 +5,665 +2%
Wells Fargo
4
Wells Fargo
California
$4.09M 290,128 +96,186 +50%
Stifel Financial
5
Stifel Financial
Missouri
$3.95M 280,472 -4,531 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.19M 226,094 +226,094 New
SIA
7
Sit Investment Associates
Minnesota
$2.5M 177,352 +164,218 +1,250%
KIM
8
Karpus Investment Management
New York
$2.39M 169,608 -241,198 -59%
Bank of America
9
Bank of America
North Carolina
$2.16M 153,125 -2,944 -2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$1.99M 141,438 +140,099 +10,463%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.42M 100,552 -15,433 -13%
Invesco
12
Invesco
Georgia
$1.4M 99,102 +3,434 +4%
UBS Group
13
UBS Group
Switzerland
$1.05M 74,714 -2,296 -3%
PAG
14
Private Advisor Group
New Jersey
$982K 69,727 +13,375 +24%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$920K 65,273 -1,096 -2%
BlackRock
16
BlackRock
New York
$641K 45,473
First Trust Advisors
17
First Trust Advisors
Illinois
$622K 44,114 -2,172 -5%
TWM
18
Titus Wealth Management
California
$561K 39,800 +600 +2%
AA
19
AQR Arbitrage
Connecticut
$421K 29,872 +29,872 New
9WM
20
9258 Wealth Management
Ohio
$388K 27,534 -251 -0.9%
DA
21
Doliver Advisors
Texas
$353K 25,037 +6,905 +38%
UCFA
22
United Capital Financial Advisors
Texas
$332K 23,549 +550 +2%
LPL Financial
23
LPL Financial
California
$328K 23,291 +1,554 +7%
CAN
24
Cetera Advisor Networks
California
$258K 18,345 -35,694 -66%
SKK
25
Shepherd Kaplan Krochuk
Massachusetts
$248K 17,610