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LOR

Lazard World Dividend & Income Fund, Inc.

Delisted

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

20 hedge funds and large institutions have $31.5M invested in Lazard World Dividend & Income Fund, Inc. in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $29.7M → $31.5M (+$1.83M)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$14.8M +$2.93M +299,976 +25%
RJA
2
Raymond James & Associates
Florida
$3.51M +$88.4K +9,042 +3%
RCM
3
Rivernorth Capital Management
Florida
$3.1M +$3.06M +313,283 New
Morgan Stanley
4
Morgan Stanley
New York
$2.66M +$465K +47,604 +22%
FIMG
5
Financial & Investment Management Group
Michigan
$1.82M -$31K -3,173 -2%
Wells Fargo
6
Wells Fargo
California
$1.48M -$684K -69,936 -32%
UBS Group
7
UBS Group
Switzerland
$923K -$180K -18,429 -17%
CAN
8
Cetera Advisor Networks
California
$766K -$749K -76,635 -50%
SCM
9
Saba Capital Management
New York
$581K
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$478K +$73K +7,470 +18%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$406K +$54.7K +5,600 +16%
CA
12
Cornerstone Advisors
North Carolina
$391K -$508K -51,938 -57%
Bank of America
13
Bank of America
North Carolina
$321K -$212K -21,713 -40%
DA
14
Doliver Advisors
Texas
$161K -$831 -85 -0.5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$38K +$1.71K +175 +5%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$3K
AA
17
Ancora Advisors
Ohio
$3K +$3.2K +327 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1K
MC
19
Matisse Capital
Oregon
-$1.73M -171,200 Closed
RTS
20
Round Table Services
New Jersey
-$205K -20,300 Closed
MFS
21
MSI Financial Services
Massachusetts
-$93.2K -9,531 -100%

LOR Hedge Fund Activity: Q4 2016 in Review

20 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Lazard World Dividend & Income Fund, Inc. (LOR) for Q4 2016, worth a combined $31.5M — up 6.2% from $29.7M a quarter earlier.

Fund positioning in LOR was balanced in Q4 2016: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 8 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $3.06M. The largest seller was Matisse Capital, exiting entirely with an estimated $1.73M sold.

  • 20 institutional investors held Lazard World Dividend & Income Fund, Inc. (LOR) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $31.5M of Lazard World Dividend & Income Fund, Inc. stock for Q4 2016, up 6.2% quarter-over-quarter.
  • 2 funds opened new Lazard World Dividend & Income Fund, Inc. positions in Q4 2016 and 2 closed out, a net change of 0 holders.
  • The largest Lazard World Dividend & Income Fund, Inc. buyer in Q4 2016 was Rivernorth Capital Management, an estimated $3.06M added.
  • The largest Lazard World Dividend & Income Fund, Inc. seller in Q4 2016 was Matisse Capital, an estimated $1.73M sold.

Based on aggregated 13F filings for Q4 2016.