Lazard Global Total Return & Income Fund
LGI
43 hedge funds and large institutions have $57M invested in Lazard Global Total Return & Income Fund in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
10% more funds holding
Funds holding: 39 → 43 (+4)
0% less capital invested
Capital invested by funds: $57.2M → $57M (-$135K)
0.24% less ownership
Funds ownership: 21.93% → 21.69% (-0.24%)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.1M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$696K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$578K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$325K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.76M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.2M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$665K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$634K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$253K |
LGI Hedge Fund Activity: Q4 2021 in Review
43 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Lazard Global Total Return & Income Fund (LGI) for Q4 2021, worth a combined $57M — down 0.24% from $57.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LGI positions and 3 closed out — a net gain of 4 holders — while 13 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.1M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.76M.
- 43 institutional investors held Lazard Global Total Return & Income Fund (LGI) as of Q4 2021, up from 39 in Q3 2021.
- Funds reported $57M of Lazard Global Total Return & Income Fund stock for Q4 2021, down 0.24% quarter-over-quarter.
- 7 funds opened new Lazard Global Total Return & Income Fund positions in Q4 2021 and 3 closed out, a net change of +4 holders.
- The largest Lazard Global Total Return & Income Fund buyer in Q4 2021 was LPL Financial, an estimated $2.1M added.
- The largest Lazard Global Total Return & Income Fund seller in Q4 2021 was Northwestern Mutual Wealth Management, an estimated $1.76M sold.
Based on aggregated 13F filings for Q4 2021.