La-Z-Boy
LZB
179 hedge funds and large institutions have $1.16B invested in La-Z-Boy in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 21 closing their positions.
38% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 21
4% more funds holding
Funds holding: 172 → 179 (+7)
5% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 61
0% less capital invested
Capital invested by funds: $1.17B → $1.16B (-$5.22M)
1.17% less ownership
Funds ownership: 87.8% → 86.63% (-1.2%)
14% less call options, than puts
Call options by funds: $392K | Put options by funds: $456K
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$12.3M |
| 2 |
ACM
Apex Capital Management
Dayton,
Ohio
|
+$11.3M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$9.87M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$8.52M |
| 5 |
D.E. Shaw & Co
New York
|
+$7.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
-$22.6M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$19.1M |
| 3 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
-$12.9M |
| 4 |
RA
Royce & Associates
New York
|
-$9.97M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.74M |
LZB Hedge Fund Activity: Q3 2015 in Review
179 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2015, worth a combined $1.16B — down 0.45% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new LZB positions and 21 closed out — a net gain of 8 holders — while 64 added to existing stakes and 61 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $12.3M. The largest seller was Fiduciary Management Associates, exiting entirely with an estimated $22.6M sold.
- 179 institutional investors held La-Z-Boy (LZB) as of Q3 2015, up from 172 in Q2 2015.
- Funds reported $1.16B of La-Z-Boy stock for Q3 2015, down 0.45% quarter-over-quarter.
- 29 funds opened new La-Z-Boy positions in Q3 2015 and 21 closed out, a net change of +8 holders.
- The largest La-Z-Boy buyer in Q3 2015 was Wellington Management Group, an estimated $12.3M added.
- The largest La-Z-Boy seller in Q3 2015 was Fiduciary Management Associates, an estimated $22.6M sold.
Based on aggregated 13F filings for Q3 2015.