LGI

Lazard Global Total Return & Income Fund

41 hedge funds and large institutions have $54.2M invested in Lazard Global Total Return & Income Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 12 closing their positions.

Holders
41
Holders Change
-9
Holders Change %
-18%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
12
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$8.48M 546,256 -110,465 -17%
1CP
2
1607 Capital Partners
Virginia
$5.58M 359,220 +15,671 +5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$5.02M 323,639 +182,201 +129%
Morgan Stanley
4
Morgan Stanley
New York
$4.81M 310,053 +4,808 +2%
Wells Fargo
5
Wells Fargo
California
$4.56M 293,802 +3,674 +1%
Stifel Financial
6
Stifel Financial
Missouri
$4.3M 277,152 -3,320 -1%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.01M 258,655 +32,561 +14%
SIA
8
Sit Investment Associates
Minnesota
$3.52M 226,750 +49,398 +28%
Bank of America
9
Bank of America
North Carolina
$1.84M 118,739 -34,386 -22%
Invesco
10
Invesco
Georgia
$1.71M 109,894 +10,792 +11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.53M 98,685 -1,867 -2%
UBS Group
12
UBS Group
Switzerland
$1.13M 72,986 -1,728 -2%
PAG
13
Private Advisor Group
New Jersey
$983K 69,731 +4 +0%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$967K 62,338 -2,935 -4%
First Trust Advisors
15
First Trust Advisors
Illinois
$665K 42,867 -1,247 -3%
TWM
16
Titus Wealth Management
California
$662K 42,630 +2,830 +7%
AA
17
AQR Arbitrage
Connecticut
$640K 41,217 +11,345 +38%
GC
18
Guggenheim Capital
Illinois
$387K 24,927 +12,469 +100%
UCFA
19
United Capital Financial Advisors
Texas
$373K 24,049 +500 +2%
LPL Financial
20
LPL Financial
California
$354K 22,840 -451 -2%
9WM
21
9258 Wealth Management
Ohio
$348K 23,552 -3,982 -14%
Osaic Holdings
22
Osaic Holdings
Arizona
$328K 21,087 +6,558 +45%
SKK
23
Shepherd Kaplan Krochuk
Massachusetts
$273K 17,610
TCA
24
Transcend Capital Advisors
New Jersey
$261K 16,807
CIA
25
Capital Investment Advisors
Georgia
$247K 15,905