LGI

Lazard Global Total Return & Income Fund
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.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
41
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.23M
2
+$2.14M
3
+$867K
4
SFS
Shaker Financial Services
Virginia
+$682K
5
Morgan Stanley
Morgan Stanley
New York
+$620K

Top Sellers

1
-$7.63M
2
-$1.79M
3
-$815K
4
1CP
1607 Capital Partners
Virginia
-$745K
5
SA
Sanctuary Advisors
Indiana
-$710K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$6.81M
2
$3.41M
3
$3.38M
4
$2.98M
5
$2.67M
6
$2.39M
7
$2.03M
8
$1.9M
9
$1.55M
10
$1.31M
11
$1.16M
12
$1.02M
13
$867K
14
$614K
15
$493K
16
$488K
17
$425K
18
$398K
19
$354K
20
$311K
21
$300K
22
$229K
23
$221K
24
$208K
25
$202K
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