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La-Z-Boy

207 hedge funds and large institutions have $1.32B invested in La-Z-Boy in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $1.1M

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

26% more capital invested

Capital invested by funds: $1.05B → $1.32B (+$275M)

4% more funds holding

Funds holding: 200207 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 76

1.22% less ownership

Funds ownership: 88.34%87.12% (-1.2%)

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
5.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
72
Reduced
76
Closed
24
Calls
$5.01M
Puts
$1.1M
Net Calls
+$3.91M
Net Calls Change
+$4.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
26
Systematic Financial Management
New Jersey
$12.3M -$4.57M -168,938 -30%
Principal Financial Group
27
Principal Financial Group
Iowa
$12.1M +$515K +19,028 +5%
Ameriprise
28
Ameriprise
Minnesota
$11.5M +$1.19M +43,955 +14%
SGCIA
29
Smith Graham & Co Investment Advisors
Texas
$9.72M +$818K +30,210 +11%
Charles Schwab
30
Charles Schwab
California
$9.38M +$104K +3,846 +1%
BIM
31
BlackRock Investment Management
Delaware
$9.17M +$1.18M +43,541 +17%
Bank of America
32
Bank of America
North Carolina
$9.11M -$3.05M -112,727 -28%
PCMI
33
Paradigm Capital Management Inc
New York
$8.78M -$211K -7,800 -3%
AQR Capital Management
34
AQR Capital Management
Connecticut
$8.53M +$146K +5,403 +2%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$8.47M -$998K -36,869 -12%
Goldman Sachs
36
Goldman Sachs
New York
$7.39M +$1.62M +59,745 +33%
GAM
37
Gotham Asset Management
New York
$6.77M -$4.04M -149,055 -41%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$6.71M -$485K -17,898 -8%
PAM
39
Panagora Asset Management
Massachusetts
$6.39M +$1.18M +43,417 +27%
GF
40
Gabelli Funds
New York
$6.37M -$135K -5,000 -2%
JP Morgan Chase
41
JP Morgan Chase
New York
$5.9M +$643K +23,754 +14%
NC
42
Nicholas Company
Wisconsin
$5.1M +$36.7K +1,355 +0.8%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$4.97M +$711K +26,248 +20%
Citadel Advisors
44
Citadel Advisors
Florida
$4.85M +$3.43M +126,596 +427%
BG
45
BlackRock Group
United Kingdom
$4.62M +$873K +32,247 +28%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$4.61M -$815K -30,100 -17%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$4.51M -$21.7K -800 -0.5%
CIM
48
Calvert Investment Management
Maryland
$4.38M -$223K -8,251 -6%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$4.36M +$36.5K +1,350 +1%
Barrow, Hanley, Mewhinney & Strauss
50
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.33M -$16.9K -625 -0.4%

LZB Hedge Fund Activity: Q4 2016 in Review

207 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2016, worth a combined $1.32B — up 26% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LZB positions and 24 closed out — a net gain of 10 holders — while 72 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $14.3M. The largest seller was Glenmede Trust, cutting an estimated $33.6M.

  • 207 institutional investors held La-Z-Boy (LZB) as of Q4 2016, up from 200 in Q3 2016.
  • Funds reported $1.32B of La-Z-Boy stock for Q4 2016, up 26% quarter-over-quarter.
  • 34 funds opened new La-Z-Boy positions in Q4 2016 and 24 closed out, a net change of +10 holders.
  • The largest La-Z-Boy buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $14.3M added.
  • The largest La-Z-Boy seller in Q4 2016 was Glenmede Trust, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2016.