La-Z-Boy
LZB
205 hedge funds and large institutions have $871M invested in La-Z-Boy in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 64 reducing their positions, and 33 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 64
17% more call options, than puts
Call options by funds: $438K | Put options by funds: $375K
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.61% less ownership
Funds ownership: 92.67% → 92.06% (-0.61%)
3% less funds holding
Funds holding: 212 → 205 (-7)
15% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 33
36% less capital invested
Capital invested by funds: $1.35B → $871M (-$482M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$8.46M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
+$8.07M |
| 3 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
+$5.16M |
| 4 |
Goldman Sachs
New York
|
+$4.3M |
| 5 |
Morgan Stanley
New York
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$12.6M |
| 2 |
Man Group
London,
United Kingdom
|
-$10.3M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$7.98M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$5.73M |
| 5 |
RA
Royce & Associates
New York
|
-$5.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
ProShare Advisors
Bethesda,
Maryland
| – | -$232K | -7,357 | Closed |
|
227
LPL Financial
San Diego,
California
| – | -$228K | -7,242 | Closed |
|
|
ECM
228
Everence Capital Management
Goshen,
Indiana
| – | -$219K | -6,970 | Closed |
|
|
GC
229
Guggenheim Capital
Chicago,
Illinois
| – | -$215K | -6,831 | Closed |
|
230
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$211K | -6,696 | Closed |
|
|
TRCT
231
Tower Research Capital (TRC)
New York
| – | -$195K | -6,182 | Closed |
|
|
FA
232
Fortis Advisors
Wayne,
Pennsylvania
| – | -$156K | -4,963 | Closed |
|
|
AP
233
Americana Partners
Houston,
Texas
| – | -$51K | -1,650 | Closed |
|
|
PFBT
234
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$12.3K | -434 | -97% |
|
|
RIA
235
Realta Investment Advisors
Wilmington,
Delaware
| – | -$10K | -310 | Closed |
|
|
GAM
236
Gemmer Asset Management
Walnut Creek,
California
| – | -$8K | -255 | Closed |
|
|
HGWM
237
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$2K | -81 | Closed |
|
LZB Hedge Fund Activity: Q1 2020 in Review
205 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2020, worth a combined $871M — down 36% from $1.35B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of LZB and 28 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 84 added.
The largest buyer was LSV Asset Management, adding an estimated $8.46M. The largest seller was Boston Partners, exiting entirely with an estimated $12.6M sold.
- 205 institutional investors held La-Z-Boy (LZB) as of Q1 2020, down from 212 in Q4 2019.
- Funds reported $871M of La-Z-Boy stock for Q1 2020, down 36% quarter-over-quarter.
- 28 funds opened new La-Z-Boy positions in Q1 2020 and 33 closed out, a net change of -5 holders.
- The largest La-Z-Boy buyer in Q1 2020 was LSV Asset Management, an estimated $8.46M added.
- The largest La-Z-Boy seller in Q1 2020 was Boston Partners, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2020.