LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

41 hedge funds and large institutions have $36.8M invested in Lazard Global Total Return & Income Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$2.23M
2
Wells Fargo
Wells Fargo
California
+$2.14M
3
SA
Strategic Advocates
Utah
+$867K
4
SFS
Shaker Financial Services
Virginia
+$682K
5
Morgan Stanley
Morgan Stanley
New York
+$620K

Top Sellers

1
SCM
Saba Capital Management
New York
-$7.63M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.79M
3
AA
AQR Arbitrage
Connecticut
-$815K
4
1CP
1607 Capital Partners
Virginia
-$745K
5
Invesco
Invesco
Georgia
-$68.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.81M +$620K +40,263 +10%
Raymond James Financial
2
Raymond James Financial
Florida
$3.41M -$1.79M -116,053 -34%
Wells Fargo
3
Wells Fargo
California
$3.38M +$2.14M +138,719 +172%
WAM
4
Wolverine Asset Management
Illinois
$2.98M +$2.23M +144,869 +297%
LPL Financial
5
LPL Financial
California
$2.67M +$182K +11,832 +7%
SCM
6
Saba Capital Management
New York
$2.39M -$7.63M -494,995 -76%
IWC
7
Integrated Wealth Concepts
Massachusetts
$2.03M -$47.5K -3,083 -2%
UBS Group
8
UBS Group
Switzerland
$1.9M +$302K +19,590 +19%
GC
9
Guggenheim Capital
Illinois
$1.55M +$284K +18,457 +23%
Stifel Financial
10
Stifel Financial
Missouri
$1.31M -$11.4K -742 -0.9%
SFS
11
Shaker Financial Services
Virginia
$1.16M +$682K +44,244 +142%
BEI
12
Benjamin Edwards Inc
Missouri
$1.02M -$45.6K -2,961 -4%
SA
13
Strategic Advocates
Utah
$867K +$867K +56,242 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$614K +$145K +9,392 +31%
Bank of America
15
Bank of America
North Carolina
$493K -$36.7K -2,383 -7%
MA
16
Mezzasalma Advisors
New Jersey
$488K -$5.67K -368 -1%
SPIA
17
Steward Partners Investment Advisory
New York
$425K +$35.4K +2,300 +9%
FHA
18
Flagship Harbor Advisors
Massachusetts
$398K +$167K +10,868 +73%
Invesco
19
Invesco
Georgia
$354K -$68.2K -4,428 -16%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$311K – – –
NA
21
NewEdge Advisors
Louisiana
$300K -$6.29K -408 -2%
WA
22
Waverly Advisors
Alabama
$229K +$200 +13 +0.1%
WSFS
23
Wilmington Savings Fund Society
Delaware
$221K – – –
Ameriprise
24
Ameriprise
Minnesota
$208K -$34.2K -2,217 -14%
CA
25
CoreCap Advisors
Michigan
$202K +$90.9K +5,900 +82%
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