Lazard Global Total Return & Income Fund
LGI
46 hedge funds and large institutions have $32.8M invested in Lazard Global Total Return & Income Fund in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
46% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 13
18% more funds holding
Funds holding: 39 → 46 (+7)
0.46% more ownership
Funds ownership: 15.21% → 15.67% (+0.46%)
5% less capital invested
Capital invested by funds: $34.5M → $32.8M (-$1.71M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$689K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$348K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$304K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$236K |
| 5 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Strategic Advocates
Logan,
Utah
|
-$501K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$386K |
| 3 |
Morgan Stanley
New York
|
-$378K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$231K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$186K |
LGI Hedge Fund Activity: Q1 2026 in Review
46 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Lazard Global Total Return & Income Fund (LGI) for Q1 2026, worth a combined $32.8M — down 4.9% from $34.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LGI positions and 2 closed out — a net gain of 7 holders — while 19 added to existing stakes and 13 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $689K. The largest seller was Strategic Advocates, cutting an estimated $501K.
- 46 institutional investors held Lazard Global Total Return & Income Fund (LGI) as of Q1 2026, up from 39 in Q4 2025.
- Funds reported $32.8M of Lazard Global Total Return & Income Fund stock for Q1 2026, down 4.9% quarter-over-quarter.
- 9 funds opened new Lazard Global Total Return & Income Fund positions in Q1 2026 and 2 closed out, a net change of +7 holders.
- The largest Lazard Global Total Return & Income Fund buyer in Q1 2026 was Osaic Holdings, an estimated $689K added.
- The largest Lazard Global Total Return & Income Fund seller in Q1 2026 was Strategic Advocates, an estimated $501K sold.
Based on aggregated 13F filings for Q1 2026.