LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

44 hedge funds and large institutions have $42.4M invested in Lazard Global Total Return & Income Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
8
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.39M
2
WAM
2
Wolverine Asset Management
Illinois
$779K
3
MA
3
Mezzasalma Advisors
New Jersey
$512K
4
GC
4
Guggenheim Capital
Illinois
$1.31M
5
SFS
5
Shaker Financial Services
Virginia
$498K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$10.4M
2
AA
2
AQR Arbitrage
Connecticut
$815K
3
BEI
3
Benjamin Edwards Inc
Missouri
$1.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$323K
5
Invesco
5
Invesco
Georgia
$438K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$10.4M 650,215 -615,961 -49%
Morgan Stanley
2
Morgan Stanley
New York
$6.42M 401,507 +15,820 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$5.39M 337,509 +337,509 New
LPL Financial
4
LPL Financial
California
$2.58M 161,412 +2,900 +2%
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.16M 135,139 -5,504 -4%
UBS Group
6
UBS Group
Switzerland
$1.65M 103,537 +10,625 +11%
Stifel Financial
7
Stifel Financial
Missouri
$1.37M 85,751 +1,823 +2%
GC
8
Guggenheim Capital
Illinois
$1.31M 81,970 +31,855 +64%
Wells Fargo
9
Wells Fargo
California
$1.29M 80,563 +1,496 +2%
BEI
10
Benjamin Edwards Inc
Missouri
$1.1M 69,085 -11,873 -15%
AA
11
AQR Arbitrage
Connecticut
$815K 51,005 -29,740 -37%
WAM
12
Wolverine Asset Management
Illinois
$779K 48,724 +48,724 New
1CP
13
1607 Capital Partners
Virginia
$745K 46,640 – –
SA
14
Sanctuary Advisors
Indiana
$710K 42,337 – –
Bank of America
15
Bank of America
North Carolina
$550K 34,398 -2,420 -7%
MA
16
Mezzasalma Advisors
New Jersey
$512K 32,049 +32,049 New
SFS
17
Shaker Financial Services
Virginia
$498K 31,145 +31,145 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$487K 30,425 +1,718 +6%
Invesco
19
Invesco
Georgia
$438K 27,403 -6,522 -19%
SPIA
20
Steward Partners Investment Advisory
New York
$404K 25,259 -3,600 -12%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$323K 20,209 -7,650 -27%
NA
22
NewEdge Advisors
Louisiana
$318K 19,885 -600 -3%
Ameriprise
23
Ameriprise
Minnesota
$251K 15,705 -584 -4%
FHA
24
Flagship Harbor Advisors
Massachusetts
$240K 14,988 -1,052 -7%
WA
25
Waverly Advisors
Alabama
$238K 14,869 +14,869 New
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