LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

42 hedge funds and large institutions have $54.5M invested in Lazard Global Total Return & Income Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$12.9M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$335K
3
ERIC
3
Eagle Rock Investment Company
Georgia
$276K
4
Wells Fargo
4
Wells Fargo
California
$1.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$233K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.29M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
RJA
3
Raymond James & Associates
Florida
$8.04M
4
CA
4
Cornerstone Advisors
North Carolina
$2.46M
5
UBS Group
5
UBS Group
Switzerland
$1.44M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$12.9M 791,622 +600,970 +315%
RJA
2
Raymond James & Associates
Florida
$8.04M 492,521 -109,122 -18%
Morgan Stanley
3
Morgan Stanley
New York
$6.29M 385,066 -390,028 -50%
LPL Financial
4
LPL Financial
California
$3.08M 188,750 -10,322 -5%
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.55M 156,048 -3,589 -2%
CA
6
Cornerstone Advisors
North Carolina
$2.46M 150,758 -88,636 -37%
AA
7
AQR Arbitrage
Connecticut
$2.08M 127,668 +14,168 +12%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.98M 121,145 -30,136 -20%
UBS Group
9
UBS Group
Switzerland
$1.44M 87,944 -71,994 -45%
RL
10
RPO LLC
Connecticut
$1.41M 86,209 – –
Stifel Financial
11
Stifel Financial
Missouri
$1.38M 84,250 +2,844 +3%
Wells Fargo
12
Wells Fargo
California
$1.3M 79,426 +15,435 +24%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$1.2M 73,416 +2,503 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$981K 60,069 -1,295 -2%
1CP
15
1607 Capital Partners
Virginia
$972K 59,536 +5,900 +11%
LCM
16
Landscape Capital Management
New Jersey
$617K 37,802 -2,605 -6%
Bank of America
17
Bank of America
North Carolina
$614K 37,581 -5,057 -12%
Invesco
18
Invesco
Georgia
$586K 35,908 +9,718 +37%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$468K 28,630 +71 +0.2%
SPIA
20
Steward Partners Investment Advisory
New York
$460K 28,152 +400 +1%
GC
21
Guggenheim Capital
Illinois
$364K 22,290 -6,210 -22%
BRWA
22
B. Riley Wealth Advisors
Florida
$335K 24,178 +24,178 New
NA
23
NewEdge Advisors
Louisiana
$333K 20,409 +2,400 +13%
ERIC
24
Eagle Rock Investment Company
Georgia
$276K 16,903 +16,903 New
Ameriprise
25
Ameriprise
Minnesota
$262K 16,063 -21,773 -58%
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