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LOR

Lazard World Dividend & Income Fund, Inc.

Delisted

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

27 hedge funds and large institutions have $30.2M invested in Lazard World Dividend & Income Fund, Inc. in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

17% more funds holding

Funds holding: 2327 (+4)

10% less capital invested

Capital invested by funds: $33.5M → $30.2M (-$3.28M)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$17.3M +$366K +32,877 +2%
BI
2
Bulldog Investors
New Jersey
$2.4M -$49.3K -4,434 -2%
RCM
3
Rivernorth Capital Management
Florida
$1.89M +$337K +30,260 +20%
Morgan Stanley
4
Morgan Stanley
New York
$1.53M -$86.3K -7,758 -5%
Wells Fargo
5
Wells Fargo
California
$1.3M -$33.7K -3,030 -2%
CAN
6
Cetera Advisor Networks
California
$836K +$896K +80,522 New
Walleye Trading
7
Walleye Trading
New York
$735K +$57.9K +5,200 +8%
SFS
8
Shaker Financial Services
Virginia
$545K +$586K +52,630 New
RJA
9
Raymond James & Associates
Florida
$539K -$1.85M -166,589 -76%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$517K
BC
11
Brinker Capital
Pennsylvania
$496K -$26.2K -2,352 -5%
RVPG
12
Relative Value Partners Group
$337K +$136K +12,250 +60%
SCM
13
Saba Capital Management
New York
$302K -$357K -32,075 -52%
CRC
14
Curi RMB Capital
Illinois
$287K +$308K +27,658 New
Bank of America
15
Bank of America
North Carolina
$278K -$4.07K -366 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$163K -$330K -29,645 -65%
UBS Group
17
UBS Group
Switzerland
$162K +$42.8K +3,844 +33%
WP
18
WealthPLAN Partners
Nebraska
$159K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$117K
DA
20
Doliver Advisors
Texas
$107K -$21.3K -1,912 -16%
Stifel Financial
21
Stifel Financial
Missouri
$104K -$15.6K -1,399 -12%
AG
22
Advisor Group
Arizona
$60K +$44.5K +4,000 +222%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$46K -$3.66K -329 -7%
WAM
24
Wolverine Asset Management
Illinois
$27K +$29.6K +2,657 New
CF
25
Centaurus Financial
California
$12K +$13.2K +1,183 New

LOR Hedge Fund Activity: Q2 2018 in Review

27 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Lazard World Dividend & Income Fund, Inc. (LOR) for Q2 2018, worth a combined $30.2M — down 9.8% from $33.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LOR positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 12 trimmed.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $896K. The largest seller was Raymond James & Associates, cutting an estimated $1.85M.

  • 27 institutional investors held Lazard World Dividend & Income Fund, Inc. (LOR) as of Q2 2018, up from 23 in Q1 2018.
  • Funds reported $30.2M of Lazard World Dividend & Income Fund, Inc. stock for Q2 2018, down 9.8% quarter-over-quarter.
  • 5 funds opened new Lazard World Dividend & Income Fund, Inc. positions in Q2 2018 and 1 closed out, a net change of +4 holders.
  • The largest Lazard World Dividend & Income Fund, Inc. buyer in Q2 2018 was Cetera Advisor Networks, an estimated $896K added.
  • The largest Lazard World Dividend & Income Fund, Inc. seller in Q2 2018 was Raymond James & Associates, an estimated $1.85M sold.

Based on aggregated 13F filings for Q2 2018.