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LOR

Lazard World Dividend & Income Fund, Inc.

Delisted

LOR was delisted on the 3rd of December, 2019.

24 hedge funds and large institutions have $19.7M invested in Lazard World Dividend & Income Fund, Inc. in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

20% more funds holding

Funds holding: 2024 (+4)

13% less capital invested

Capital invested by funds: $22.7M → $19.7M (-$3.01M)

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.02M +$57.7K +5,479 +2%
SFS
2
Shaker Financial Services
Virginia
$2.68M +$354K +33,625 +13%
UBS Group
3
UBS Group
Switzerland
$2.24M +$20.3K +1,925 +0.8%
KIM
4
Karpus Investment Management
New York
$2.21M +$1.29M +122,943 +102%
Morgan Stanley
5
Morgan Stanley
New York
$1.78M +$243K +23,120 +13%
AAM
6
Advisors Asset Management
Colorado
$1.44M -$992K -94,268 -37%
CAN
7
Cetera Advisor Networks
California
$1.38M +$55.4K +5,263 +4%
WAM
8
Wolverine Asset Management
Illinois
$1.24M +$102K +9,710 +8%
CA
9
Cornerstone Advisors
North Carolina
$800K +$381K +36,190 +70%
RJA
10
Raymond James & Associates
Florida
$528K -$105K -10,013 -15%
FIMG
11
Financial & Investment Management Group
Michigan
$525K +$426K +40,524 +237%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$464K -$11.3K -1,077 -2%
Bank of America
13
Bank of America
North Carolina
$343K -$7K -665 -2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$256K +$295K +28,016 New
DA
15
Doliver Advisors
Texas
$252K +$89.5K +8,506 +44%
LCM
16
Landscape Capital Management
New Jersey
$203K +$235K +22,289 New
TC
17
TFS Capital
Pennsylvania
$107K +$123K +11,700 New
CRC
18
Curi RMB Capital
Illinois
$95K -$270K -25,685 -71%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$95K +$110K +10,450 New
AIG
20
American International Group
New York
$9K
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$8K
Citigroup
22
Citigroup
New York
$4K -$16K -1,524 -79%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1K

LOR Hedge Fund Activity: Q3 2015 in Review

24 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Lazard World Dividend & Income Fund, Inc. (LOR) for Q3 2015, worth a combined $19.7M — down 13% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new LOR positions and 0 closed out — a net gain of 4 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $1.29M. The largest seller was Advisors Asset Management, cutting an estimated $992K.

  • 24 institutional investors held Lazard World Dividend & Income Fund, Inc. (LOR) as of Q3 2015, up from 20 in Q2 2015.
  • Funds reported $19.7M of Lazard World Dividend & Income Fund, Inc. stock for Q3 2015, down 13% quarter-over-quarter.
  • 4 funds opened new Lazard World Dividend & Income Fund, Inc. positions in Q3 2015 and 0 closed out, a net change of +4 holders.
  • The largest Lazard World Dividend & Income Fund, Inc. buyer in Q3 2015 was Karpus Investment Management, an estimated $1.29M added.
  • The largest Lazard World Dividend & Income Fund, Inc. seller in Q3 2015 was Advisors Asset Management, an estimated $992K sold.

Based on aggregated 13F filings for Q3 2015.