Lazard Global Total Return & (LGI): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Lazard Global Total Return & (LGI) following the 2026 Q1 hedge fund 13F filings?

As of today, LGI has moved +2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -2.9%. Since the quarter end (March 31, 2026), LGI gained +11.7% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Lazard Global Total Return & (LGI)

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

Smart Money Signals — LGI

Based on 46 hedge funds · latest filing: 2026 Q1 · 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.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

46 hedge funds hold LGI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q

+5 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 64% buying

28 buying16 selling

Last quarter: 28 funds were net buyers (10 opened a brand new position + 18 added to an existing one). Only 16 were sellers (13 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 7 → 8 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 22% medium ■ 33% new

21 out of 46 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 — ~10 new funds/quarter

4 → 3 → 7 → 8 → 10 new funds/Q

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

🏛️

Veteran-anchored — 50% veterans vs 35% newcomers

■ 50% veterans ■ 15% 1-2yr ■ 35% new

Entry-cohort mix of 46 holders: 23 (50%) are 2+ year veterans, 7 entered 1–2 years ago, and 16 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds

9 of 46 holders are among the 100 largest funds by AUM, controlling 49% 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.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	46	39	17.95%
13F Shares	2M	2M	2.68%
Total Value	$33M	$35M	-7.84%
New Positions	10	8	+2
Increased Positions	18	17	+1
Closed Positions	3	6	-3
Reduced Positions	13	9	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

17.95%

13F Shares

2.68%

Total Value

$33M

$35M

-7.84%

New Positions

Increased Positions

Closed Positions

-3

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

46 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LGI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	PMG Family Office LLC	0.33%	18,541	$298K
2	Shaker Financial Services, LLC	0.22%	39,300	$632K
3	Adapt Wealth Advisors, LLC	0.18%	30,152	$485K
4	Mezzasalma Advisors, LLC	0.13%	32,695	$526K
5	Evolve Private Wealth, LLC	0.03%	37,690	$606K
6	Strategic Advocates LLC	0.03%	451	$7K
7	Guggenheim Capital LLC	0.02%	195,971	$3.2M
8	Flagship Harbor Advisors, LLC	0.02%	30,887	$497K
9	Kovack Advisors, Inc.	0.01%	13,002	$216K
10	CoreCap Advisors, LLC	0.01%	15,215	$245K
11	Wilmington Savings Fund Society, FSB	0.01%	14,353	$231K
12	Benjamin Edwards Inc	0.01%	33,971	$547K
13	Cary Street Partners Financial LLC	0.00%	11,661	$188K
14	Steward Partners Investment Advisory, LLC	0.00%	47,656	$767K
15	XTX Topco Ltd	0.00%	12,517	$201K
16	Colonial Trust Co / SC	0.00%	1,433	$22K
17	Osaic Holdings, INC.	0.00%	96,855	$1.6M
18	Stifel Financial Corp	0.00%	124,169	$2.0M
19	&Partners	0.00%	22,920	$369K
20	Waverly Advisors, LLC	0.00%	14,958	$241K
21	Western Wealth Management, LLC	0.00%	2,930	$47K
22	Nbc Securities, INC.	0.00%	941	$15K
23	Raymond James Financial Inc	0.00%	186,362	$3.0M
24	LPL Financial LLC	0.00%	172,424	$2.8M
25	Highline Wealth Partners LLC	0.00%	167	$3K

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 — 64% buying: Last quarter: 28 funds were net buyers (10 opened a brand new position + 18 added to an existing one). Only 16 were sellers (13 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LGI holders?

Elite ownership — 49% AUM from top-100 funds: 9 of 46 holders are among the 100 largest funds by AUM, controlling 49% 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?

46% of holders stayed for 2+ years: 21 out of 46 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.

Is it too late to buy Lazard Global Total Return & (LGI) following the 2026 Q1 hedge fund 13F filings?

As of today, LGI has moved +2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -2.9%. Since the quarter end (March 31, 2026), LGI has gained +11.7% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Lazard Global Total Return & (LGI)

Smart Money Signals — LGI

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +12% more funds vs a year ago

More buyers than sellers — 64% buying

Steady new buyers — ~10 new funds per quarter

46% of holders stayed for 2+ years

Steady discovery — ~10 new funds/quarter

Veteran-anchored — 50% veterans vs 35% newcomers

Elite ownership — 49% AUM from top-100 funds

Institutional Sentiment Summary — LGI

Hedge Fund Ownership: LGI

Market Analysis: LGI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LGI

Is It Too Late to Buy Lazard Global Total Return & (LGI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LGI

Statistics: LGI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Lazard Global Total Return & (LGI)

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