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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 $34.9M invested in Lazard World Dividend & Income Fund, Inc. in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3% less capital invested

Capital invested by funds: $36.1M → $34.9M (-$1.18M)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$18.2M -$110K -10,120 -0.6%
RJA
2
Raymond James & Associates
Florida
$3.85M -$65.9K -6,069 -2%
RCM
3
Rivernorth Capital Management
Florida
$2.45M -$1.46M -134,256 -38%
Morgan Stanley
4
Morgan Stanley
New York
$1.85M -$1.02M -93,832 -36%
Wells Fargo
5
Wells Fargo
California
$1.41M -$142K -13,112 -9%
UBS Group
6
UBS Group
Switzerland
$946K -$37.5K -3,451 -4%
CAN
7
Cetera Advisor Networks
California
$901K +$48K +4,415 +6%
Stifel Financial
8
Stifel Financial
Missouri
$729K +$17.5K +1,612 +3%
BC
9
Brinker Capital
Pennsylvania
$695K -$20.7K -1,908 -3%
SCM
10
Saba Capital Management
New York
$675K
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$549K
RJFSA
12
Raymond James Financial Services Advisors
Florida
$527K
SFS
13
Shaker Financial Services
Virginia
$440K +$434K +39,937 New
CA
14
Cornerstone Advisors
North Carolina
$322K +$32.7K +3,010 +11%
Bank of America
15
Bank of America
North Carolina
$287K -$2.56K -236 -0.9%
BI
16
Bulldog Investors
New Jersey
$271K -$478 -44 -0.2%
DA
17
Doliver Advisors
Texas
$184K +$2.26K +208 +1%
IA
18
Icon Advisers
Colorado
$158K +$156K +14,353 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$153K +$150K +13,780 +11,113%
LPL Financial
20
LPL Financial
California
$111K -$63.8K -5,875 -37%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$108K +$8.45K +778 +9%
AG
22
Advisor Group
Arizona
$71K
QAM
23
QCI Asset Management
New York
$5K +$4.56K +420 New
FIMG
24
Financial & Investment Management Group
Michigan
-$316K -29,634 Closed
LA
25
Legacy Advisors
Pennsylvania
-$3K -325 Closed

LOR Hedge Fund Activity: Q2 2017 in Review

24 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Lazard World Dividend & Income Fund, Inc. (LOR) for Q2 2017, worth a combined $34.9M — down 3.3% from $36.1M a quarter earlier.

Fund positioning in LOR was balanced in Q2 2017: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 10 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $434K. The largest seller was Rivernorth Capital Management, cutting an estimated $1.46M.

  • 24 institutional investors held Lazard World Dividend & Income Fund, Inc. (LOR) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $34.9M of Lazard World Dividend & Income Fund, Inc. stock for Q2 2017, down 3.3% quarter-over-quarter.
  • 3 funds opened new Lazard World Dividend & Income Fund, Inc. positions in Q2 2017 and 3 closed out, a net change of 0 holders.
  • The largest Lazard World Dividend & Income Fund, Inc. buyer in Q2 2017 was Shaker Financial Services, an estimated $434K added.
  • The largest Lazard World Dividend & Income Fund, Inc. seller in Q2 2017 was Rivernorth Capital Management, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2017.