La-Z-Boy
210 hedge funds and large institutions have $1.26B invested in La-Z-Boy in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 25 closing their positions.
20% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 25
1.37% more ownership
Funds ownership: 88.11% → 89.48% (+1.4%)
1% more funds holding
Funds holding: 208 → 210 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $1.3B → $1.26B (-$39.4M)
11% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 74
38% less call options, than puts
Call options by funds: $1.35M | Put options by funds: $2.17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$7.42M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
+$6.09M |
| 3 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
+$5.49M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$5.18M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$5.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$5.56M |
| 2 |
D.E. Shaw & Co
New York
|
-$4.69M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$4.69M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$3.13M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$2.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
226
Highbridge Capital Management
New York
| – | -$255K | -8,179 | Closed |
|
227
Wolverine Trading
Chicago,
Illinois
| – | -$231K | -7,395 | Closed |
|
|
PHK
228
Point72 Hong Kong
Hong Kong
| – | -$138K | -4,433 | Closed |
|
|
TRCT
229
Tower Research Capital (TRC)
New York
| – | -$24K | -770 | Closed |
|
|
BL
230
Balentine LLC
Atlanta,
Georgia
| – | -$23K | -730 | Closed |
|
|
DCM
231
Delpha Capital Management
New York
| – | -$14K | -461 | Closed |
|
|
CA
232
Calton & Associates
Tampa,
Florida
| – | -$9K | -294 | Closed |
|
|
RBA
233
Richard Bernstein Advisors
New York
| – | -$6K | -200 | Closed |
|
LZB Hedge Fund Activity: Q1 2018 in Review
210 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2018, worth a combined $1.26B — down 3% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new LZB positions and 25 closed out — a net gain of 5 holders — while 66 added to existing stakes and 74 trimmed.
The largest buyer was Millennium Management, adding an estimated $7.42M. The largest seller was Invesco, cutting an estimated $5.56M.
- 210 institutional investors held La-Z-Boy (LZB) as of Q1 2018, up from 208 in Q4 2017.
- Funds reported $1.26B of La-Z-Boy stock for Q1 2018, down 3% quarter-over-quarter.
- 30 funds opened new La-Z-Boy positions in Q1 2018 and 25 closed out, a net change of +5 holders.
- The largest La-Z-Boy buyer in Q1 2018 was Millennium Management, an estimated $7.42M added.
- The largest La-Z-Boy seller in Q1 2018 was Invesco, an estimated $5.56M sold.
Based on aggregated 13F filings for Q1 2018.