Lazard Global Total Return & Income Fund
LGI
41 hedge funds and large institutions have $42.1M invested in Lazard Global Total Return & Income Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
5% more funds holding
Funds holding: 39 → 41 (+2)
0.07% less ownership
Funds ownership: 21.02% → 20.95% (-0.07%)
14% less capital invested
Capital invested by funds: $49M → $42.1M (-$6.88M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.41M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$311K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$278K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$229K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$167K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$2.97M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$635K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$203K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$132K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$122K |
LGI Hedge Fund Activity: Q2 2022 in Review
41 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Lazard Global Total Return & Income Fund (LGI) for Q2 2022, worth a combined $42.1M — down 14% from $49M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LGI positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $2.41M. The largest seller was Stifel Financial, cutting an estimated $2.97M.
- 41 institutional investors held Lazard Global Total Return & Income Fund (LGI) as of Q2 2022, up from 39 in Q1 2022.
- Funds reported $42.1M of Lazard Global Total Return & Income Fund stock for Q2 2022, down 14% quarter-over-quarter.
- 6 funds opened new Lazard Global Total Return & Income Fund positions in Q2 2022 and 4 closed out, a net change of +2 holders.
- The largest Lazard Global Total Return & Income Fund buyer in Q2 2022 was Integrated Wealth Concepts, an estimated $2.41M added.
- The largest Lazard Global Total Return & Income Fund seller in Q2 2022 was Stifel Financial, an estimated $2.97M sold.
Based on aggregated 13F filings for Q2 2022.