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La-Z-Boy

203 hedge funds and large institutions have $1.19B invested in La-Z-Boy in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $958K | Put options by funds: $327K

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

6% more funds holding

Funds holding: 192203 (+11)

5% more capital invested

Capital invested by funds: $1.14B → $1.19B (+$54.1M)

0.99% more ownership

Funds ownership: 86.58%87.57% (+0.99%)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
65
Reduced
75
Closed
9
Calls
$958K
Puts
$327K
Net Calls
+$631K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$11.9M -$305K -11,648 -3%
TA
27
Teachers Advisors
New York
$11.8M +$2.17M +83,029 +24%
Millennium Management
28
Millennium Management
New York
$11.4M +$3.23M +123,391 +43%
Principal Financial Group
29
Principal Financial Group
Iowa
$10.1M +$215K +8,221 +2%
PCMI
30
Paradigm Capital Management Inc
New York
$9.23M -$262K -10,000 -3%
GAM
31
Gotham Asset Management
New York
$8.16M +$5.28M +201,546 +219%
WC
32
Walthausen & Co
New York
$7.79M +$20.2K +770 +0.3%
SGCIA
33
Smith Graham & Co Investment Advisors
Texas
$7.64M -$1.45M -55,470 -17%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$7.38M +$12.8K +489 +0.2%
Ameriprise
35
Ameriprise
Minnesota
$7.32M -$990K -37,828 -13%
Charles Schwab
36
Charles Schwab
California
$7.29M +$274K +10,476 +4%
BIM
37
BlackRock Investment Management
Delaware
$7.11M +$75.8K +2,894 +1%
PCM
38
Penn Capital Management
Pennsylvania
$6.09M -$6.16M -235,104 -52%
Victory Capital Management
39
Victory Capital Management
Texas
$6.09M -$116K -4,437 -2%
GF
40
Gabelli Funds
New York
$5.98M
Morgan Stanley
41
Morgan Stanley
New York
$5.52M +$839K +32,057 +19%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$5.35M +$2.47M +94,343 +96%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$5.24M -$126K -4,800 -2%
N
44
Nuveen
North Carolina
$4.86M +$1.01M +38,421 +28%
AQR Capital Management
45
AQR Capital Management
Connecticut
$4.84M +$683K +26,103 +18%
GC
46
Guggenheim Capital
Illinois
$4.81M -$855K -32,667 -16%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$4.79M -$558K -21,300 -11%
WI
48
WBI Investments
New Jersey
$4.7M +$3.75M +143,376 +560%
Deutsche Bank
49
Deutsche Bank
Germany
$4.69M +$798K +30,492 +22%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$4.66M -$6.93M -264,731 -61%

LZB Hedge Fund Activity: Q2 2016 in Review

203 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2016, worth a combined $1.19B — up 4.8% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new LZB positions and 9 closed out — a net gain of 14 holders — while 65 added to existing stakes and 75 trimmed.

The largest buyer was Vaughan Nelson Investment Management, adding an estimated $24.2M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $22.9M sold.

  • 203 institutional investors held La-Z-Boy (LZB) as of Q2 2016, up from 192 in Q1 2016.
  • Funds reported $1.19B of La-Z-Boy stock for Q2 2016, up 4.8% quarter-over-quarter.
  • 23 funds opened new La-Z-Boy positions in Q2 2016 and 9 closed out, a net change of +14 holders.
  • The largest La-Z-Boy buyer in Q2 2016 was Vaughan Nelson Investment Management, an estimated $24.2M added.
  • The largest La-Z-Boy seller in Q2 2016 was Adage Capital Partners, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2016.