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La-Z-Boy

197 hedge funds and large institutions have $1.15B invested in La-Z-Boy in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $821K

0.4% more ownership

Funds ownership: 87.12%87.52% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 207197 (-10)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

13% less capital invested

Capital invested by funds: $1.32B → $1.15B (-$169M)

14% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 78

Holders
197
Holders Change
-10
Holders Change %
-4.83%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
67
Reduced
78
Closed
28
Calls
$3.25M
Puts
$821K
Net Calls
+$2.42M
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$8.58M +$446K +15,714 +5%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$8.43M -$3.81M -134,303 -30%
SGCIA
28
Smith Graham & Co Investment Advisors
Texas
$8.3M -$163K -5,730 -2%
PCMI
29
Paradigm Capital Management Inc
New York
$7.55M -$87.9K -3,100 -1%
OCG
30
Opus Capital Group
Ohio
$6.95M +$6.98M +246,265 +2,233%
AQR Capital Management
31
AQR Capital Management
Connecticut
$6.75M -$692K -24,384 -9%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$6.52M -$888K -31,293 -11%
Morgan Stanley
33
Morgan Stanley
New York
$6.33M -$7M -246,784 -51%
GAM
34
Gotham Asset Management
New York
$6.15M +$272K +9,578 +4%
GF
35
Gabelli Funds
New York
$5.4M -$142K -5,000 -2%
PAM
36
Panagora Asset Management
Massachusetts
$5.37M -$200K -7,067 -3%
JP Morgan Chase
37
JP Morgan Chase
New York
$5.02M -$112K -3,946 -2%
Citadel Advisors
38
Citadel Advisors
Florida
$4.76M +$564K +19,870 +13%
Bank of America
39
Bank of America
North Carolina
$4.5M -$3.6M -126,794 -43%
NC
40
Nicholas Company
Wisconsin
$4.43M
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$3.92M -$96.4K -3,400 -2%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$3.92M -$8.51K -300 -0.2%
Barrow, Hanley, Mewhinney & Strauss
43
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.89M +$133K +4,681 +3%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$3.83M +$32.1K +1,130 +0.8%
AP
45
AHL Partners
United Kingdom
$3.71M +$2.33M +82,204 +149%
Goldman Sachs
46
Goldman Sachs
New York
$3.47M -$3.11M -109,694 -46%
RIA
47
Regal Investment Advisors
Michigan
$3.22M
Natixis Advisors
48
Natixis Advisors
Massachusetts
$3.14M -$1.24M -43,754 -27%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$2.92M -$3.07M -108,236 -50%
RA
50
Royce & Associates
New York
$2.8M +$813K +28,669 +38%

LZB Hedge Fund Activity: Q1 2017 in Review

197 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2017, worth a combined $1.15B — down 13% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of LZB and 25 opened new positions — a net loss of 3 holders — while 78 trimmed existing stakes and 67 added.

The largest buyer was BlackRock, adding an estimated $177M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $25.1M.

  • 197 institutional investors held La-Z-Boy (LZB) as of Q1 2017, down from 207 in Q4 2016.
  • Funds reported $1.15B of La-Z-Boy stock for Q1 2017, down 13% quarter-over-quarter.
  • 25 funds opened new La-Z-Boy positions in Q1 2017 and 28 closed out, a net change of -3 holders.
  • The largest La-Z-Boy buyer in Q1 2017 was BlackRock, an estimated $177M added.
  • The largest La-Z-Boy seller in Q1 2017 was Vaughan Nelson Investment Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2017.