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
Top Sellers
LGI Hedge Fund Activity: Q1 2026 in Review
46 of the 8,125 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.