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LGI
Lazard Global Total Return & Income Fund
LGI
LGI
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 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
2.05% less ownership
Funds ownership: 20.38% → 18.34% (-2%)
7% less funds holding
Funds holding: 44 → 41 (-3)
13% less capital invested
Capital invested by funds: $42.4M → $36.8M (-$5.64M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.35M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.25M |
| 3 |
SA
Strategic Advocates
Logan,
Utah
|
+$913K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$718K |
| 5 |
Morgan Stanley
New York
|
+$654K |
