Lazard Global Total Return & Income Fund
LGI
41 hedge funds and large institutions have $35.5M invested in Lazard Global Total Return & Income Fund in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 5 closing their positions.
5% more capital invested
Capital invested by funds: $33.9M → $35.5M (+$1.57M)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0.59% less ownership
Funds ownership: 19.24% → 18.65% (-0.59%)
2% less funds holding
Funds holding: 42 → 41 (-1)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.17M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$575K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$92.2K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$70.4K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$58.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.38M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$744K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$255K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$177K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$114K |
LGI Hedge Fund Activity: Q4 2022 in Review
41 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Lazard Global Total Return & Income Fund (LGI) for Q4 2022, worth a combined $35.5M — up 4.6% from $33.9M a quarter earlier.
Fund positioning in LGI was balanced in Q4 2022: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 17 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $1.17M. The largest seller was Ameriprise, cutting an estimated $1.38M.
- 41 institutional investors held Lazard Global Total Return & Income Fund (LGI) as of Q4 2022, down from 42 in Q3 2022.
- Funds reported $35.5M of Lazard Global Total Return & Income Fund stock for Q4 2022, up 4.6% quarter-over-quarter.
- 5 funds opened new Lazard Global Total Return & Income Fund positions in Q4 2022 and 5 closed out, a net change of 0 holders.
- The largest Lazard Global Total Return & Income Fund buyer in Q4 2022 was Raymond James & Associates, an estimated $1.17M added.
- The largest Lazard Global Total Return & Income Fund seller in Q4 2022 was Ameriprise, an estimated $1.38M sold.
Based on aggregated 13F filings for Q4 2022.