Lazard World Dividend & Income Fund, Inc.
LOR was delisted on the 3rd of December, 2019.
16 hedge funds and large institutions have $23.7M invested in Lazard World Dividend & Income Fund, Inc. in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
14% more funds holding
Funds holding: 14 → 16 (+2)
3% less capital invested
Capital invested by funds: $24.5M → $23.7M (-$732K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.56M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$366K |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$270K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$248K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.46M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$156K |
| 3 |
Morgan Stanley
New York
|
-$50.8K |
| 4 |
Citigroup
New York
|
-$2.63K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$42 |
LOR Hedge Fund Activity: Q4 2014 in Review
16 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Lazard World Dividend & Income Fund, Inc. (LOR) for Q4 2014, worth a combined $23.7M — down 3% from $24.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LOR positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.56M. The largest seller was Advisors Asset Management, cutting an estimated $1.46M.
- 16 institutional investors held Lazard World Dividend & Income Fund, Inc. (LOR) as of Q4 2014, up from 14 in Q3 2014.
- Funds reported $23.7M of Lazard World Dividend & Income Fund, Inc. stock for Q4 2014, down 3% quarter-over-quarter.
- 5 funds opened new Lazard World Dividend & Income Fund, Inc. positions in Q4 2014 and 2 closed out, a net change of +3 holders.
- The largest Lazard World Dividend & Income Fund, Inc. buyer in Q4 2014 was Shaker Financial Services, an estimated $1.56M added.
- The largest Lazard World Dividend & Income Fund, Inc. seller in Q4 2014 was Advisors Asset Management, an estimated $1.46M sold.
Based on aggregated 13F filings for Q4 2014.