Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LAZARD GLOBAL TOTAL RETURN & (LGI)

38 + Investors. Track Smart Money conviction in LGI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — LGI

Based on 38 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added LGI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
38 funds currently hold this stock — 90% of the 3.0-year high of 42 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold LGI compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 62% buying

25 buying15 selling
Last quarter: 25 funds were net buyers (8 opened a brand new position + 17 added to an existing one). Only 15 were sellers (9 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 7 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 34% medium 18% new
18 out of 38 hedge funds have held LGI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

10 → 3 → 2 → 7 → 8 new funds/Q
New funds entering each quarter: 3 → 2 → 7 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

63% veterans 8% 1-2yr 29% new
Of 38 current holders: 24 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
8 of 38 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in LGI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: LGI

How many hedge funds hold LGI — quarterly history vs. share price
Quarterly hedge fund ownership of LGI vs. share price

Market Analysis: LGI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LGI

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: LGI
2026 Q1 Stats Unlock in 21 days 38 + Investors

Track Smart Money conviction in LGI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 38 36 5.56%
13F Shares 2M 2M 5.04%
Total Value $35M $33M 8.28%
New Positions 8 7 +1
Increased Positions 17 12 +5
Closed Positions 6 6 -
Reduced Positions 9 10 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LGI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

38 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LGI. Verified SEC 13F-HR filings.

Top 10 institutional holders of LGI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMG Family Office LLC 0.33% 18,541 $298K
2 Mezzasalma Advisors, LLC 0.13% 32,695 $526K
3 EVOLVE PRIVATE WEALTH, LLC 0.03% 37,690 $606K
4 FLAGSHIP HARBOR ADVISORS, LLC 0.02% 30,887 $497K
5 CoreCap Advisors, LLC 0.01% 15,215 $245K
6 NBC SECURITIES, INC. 0.00% 941 $15K
7 HIGHLINE WEALTH PARTNERS LLC 0.00% 167 $3K
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 17,123 $283K
9 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 10,665 $172K
10 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.00% 300 $5K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — LAZARD GLOBAL TOTAL RETURN & (LGI)

What does the Smart Money Trend signal show for LGI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added LGI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LGI?

More buyers than sellers — 62% buying: Last quarter: 25 funds were net buyers (8 opened a brand new position + 17 added to an existing one). Only 15 were sellers (9 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LGI holders?

Elite ownership — 50% AUM from top-100 funds: 8 of 38 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in LGI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LGI?

47% of holders stayed for 2+ years: 18 out of 38 hedge funds have held LGI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.