LGI

Lazard Global Total Return & Income Fund

39 hedge funds and large institutions have $59.2M invested in Lazard Global Total Return & Income Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$10.3M 537,229 +753 +0.1%
Wells Fargo
2
Wells Fargo
California
$6.27M 326,225 -2,989 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$6.02M 313,096 -3,506 -1%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$5.76M 299,680 -28,177 -9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.32M 276,407 +1,033 +0.4%
Stifel Financial
6
Stifel Financial
Missouri
$5.24M 272,369 -3,869 -1%
SIA
7
Sit Investment Associates
Minnesota
$4.18M 217,307
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.87M 96,972 -1,187 -1%
Bank of America
9
Bank of America
North Carolina
$1.82M 94,854 -10,254 -10%
1CP
10
1607 Capital Partners
Virginia
$1.55M 80,377 -237,636 -75%
Ameriprise
11
Ameriprise
Minnesota
$1.05M 56,081 +56,081 New
BFEC
12
Benjamin F. Edwards & Company
Missouri
$1.04M 54,071 -2,205 -4%
Invesco
13
Invesco
Georgia
$1M 52,042 -30,533 -37%
UBS Group
14
UBS Group
Switzerland
$903K 46,942 -15,753 -25%
TWM
15
Titus Wealth Management
California
$849K 44,130
First Trust Advisors
16
First Trust Advisors
Illinois
$809K 42,050 +583 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$756K 39,324 +1,524 +4%
GC
18
Guggenheim Capital
Illinois
$724K 37,668 -792 -2%
PAG
19
Private Advisor Group
New Jersey
$639K 33,219 -10,496 -24%
UCFA
20
United Capital Financial Advisors
Texas
$480K 24,961 +453 +2%
LPL Financial
21
LPL Financial
California
$467K 24,281 +2,257 +10%
9WM
22
9258 Wealth Management
Ohio
$369K 19,211 -1,310 -6%
TCA
23
Transcend Capital Advisors
New Jersey
$297K 15,372
RVPG
24
Relative Value Partners Group
$272K 14,155 +186 +1%
CIA
25
Capital Investment Advisors
Georgia
$251K 13,040 -1,000 -7%