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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 $22M invested in Lazard World Dividend & Income Fund, Inc. in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $19.7M → $22M (+$2.29M)

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$3.24M +$1.07M +112,708 +46%
Wells Fargo
2
Wells Fargo
California
$2.99M -$38.1K -4,000 -1%
SFS
3
Shaker Financial Services
Virginia
$2.31M -$381K -40,022 -14%
UBS Group
4
UBS Group
Switzerland
$2.14M -$102K -10,729 -4%
MC
5
Matisse Capital
Oregon
$1.88M +$1.96M +205,937 New
Morgan Stanley
6
Morgan Stanley
New York
$1.78M +$895 +94 +0%
CAN
7
Cetera Advisor Networks
California
$1.42M +$39.2K +4,113 +3%
CA
8
Cornerstone Advisors
North Carolina
$1.2M +$421K +44,185 +50%
WAM
9
Wolverine Asset Management
Illinois
$1.11M -$139K -14,643 -11%
FIMG
10
Financial & Investment Management Group
Michigan
$1.06M +$559K +58,682 +102%
AAM
11
Advisors Asset Management
Colorado
$1.05M -$402K -42,155 -27%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$388K -$78.6K -8,254 -16%
Bank of America
13
Bank of America
North Carolina
$277K -$69.2K -7,262 -19%
LCM
14
Landscape Capital Management
New Jersey
$272K +$71.7K +7,527 +34%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$256K
DA
16
Doliver Advisors
Texas
$169K -$87.1K -9,146 -33%
SG Americas Securities
17
SG Americas Securities
New York
$155K +$162K +17,022 New
RTS
18
Round Table Services
New Jersey
$130K +$136K +14,280 New
BFM
19
Boothbay Fund Management
New York
$126K +$131K +13,800 New
AIG
20
American International Group
New York
$9K
Citigroup
21
Citigroup
New York
$5K +$915 +96 +24%
TRCT
22
Tower Research Capital (TRC)
New York
$4K +$4.44K +466 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1K
RJA
24
Raymond James & Associates
Florida
-$528K -57,929 Closed
TC
25
TFS Capital
Pennsylvania
-$107K -11,700 Closed

LOR Hedge Fund Activity: Q4 2015 in Review

24 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Lazard World Dividend & Income Fund, Inc. (LOR) for Q4 2015, worth a combined $22M — up 12% from $19.7M a quarter earlier.

Fund positioning in LOR was balanced in Q4 2015: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 8 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $1.07M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $528K sold.

  • 24 institutional investors held Lazard World Dividend & Income Fund, Inc. (LOR) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $22M of Lazard World Dividend & Income Fund, Inc. stock for Q4 2015, up 12% quarter-over-quarter.
  • 5 funds opened new Lazard World Dividend & Income Fund, Inc. positions in Q4 2015 and 5 closed out, a net change of 0 holders.
  • The largest Lazard World Dividend & Income Fund, Inc. buyer in Q4 2015 was Karpus Investment Management, an estimated $1.07M added.
  • The largest Lazard World Dividend & Income Fund, Inc. seller in Q4 2015 was Raymond James & Associates, an estimated $528K sold.

Based on aggregated 13F filings for Q4 2015.