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La-Z-Boy

214 hedge funds and large institutions have $1.41B invested in La-Z-Boy in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

23% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 64

22% more capital invested

Capital invested by funds: $1.15B → $1.41B (+$259M)

9% more funds holding

Funds holding: 197214 (+17)

2.45% more ownership

Funds ownership: 87.52%89.97% (+2.4%)

Holders
214
Holders Change
+17
Holders Change %
+8.63%
% of All Funds
5.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
39
Increased
79
Reduced
64
Closed
22
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Skyline Asset Management
Illinois
$12.4M -$11.3M -403,400 -51%
TCIM
27
TIAA CREF Investment Management
New York
$12.4M +$19.7K +701 +0.2%
PAM
28
Panagora Asset Management
Massachusetts
$11.1M +$3.98M +141,869 +71%
SFM
29
Systematic Financial Management
New Jersey
$10.8M -$677K -24,132 -7%
Deutsche Bank
30
Deutsche Bank
Germany
$10.7M +$6.86M +244,353 +291%
MWNA
31
Marshall Wace North America
New York
$10.2M +$7.53M +268,214 +640%
AQR Capital Management
32
AQR Capital Management
Connecticut
$8.27M +$124K +4,416 +2%
PCMI
33
Paradigm Capital Management Inc
New York
$7.97M -$966K -34,400 -12%
SGCIA
34
Smith Graham & Co Investment Advisors
Texas
$7.85M -$1.85M -65,810 -21%
Morgan Stanley
35
Morgan Stanley
New York
$7.26M -$308K -10,961 -5%
GAM
36
Gotham Asset Management
New York
$7.2M -$170K -6,045 -3%
AP
37
AHL Partners
United Kingdom
$7.08M +$2.25M +80,251 +58%
Renaissance Technologies
38
Renaissance Technologies
New York
$6.55M +$5.66M +201,676 New
Citadel Advisors
39
Citadel Advisors
Florida
$6.42M +$602K +21,429 +12%
Goldman Sachs
40
Goldman Sachs
New York
$6.03M +$1.6M +57,043 +44%
GF
41
Gabelli Funds
New York
$5.98M -$449K -16,000 -8%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$5.86M +$2.03M +72,375 +67%
UBS Group
43
UBS Group
Switzerland
$5.08M +$2.61M +93,017 +147%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$4.99M +$236K +8,400 +6%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$4.7M -$11.2K -400 -0.3%
Barrow, Hanley, Mewhinney & Strauss
46
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.69M
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$4.66M +$49.1K +1,750 +1%
OCG
48
Opus Capital Group
Ohio
$4.59M -$3.26M -116,012 -45%
Bank of America
49
Bank of America
North Carolina
$4.58M -$721K -25,677 -15%
NIMC
50
NWQ Investment Management Company
California
$4.5M -$9.45M -336,567 -71%

LZB Hedge Fund Activity: Q2 2017 in Review

214 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2017, worth a combined $1.41B — up 22% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new LZB positions and 22 closed out — a net gain of 17 holders — while 79 added to existing stakes and 64 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $21.4M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $24.1M sold.

  • 214 institutional investors held La-Z-Boy (LZB) as of Q2 2017, up from 197 in Q1 2017.
  • Funds reported $1.41B of La-Z-Boy stock for Q2 2017, up 22% quarter-over-quarter.
  • 39 funds opened new La-Z-Boy positions in Q2 2017 and 22 closed out, a net change of +17 holders.
  • The largest La-Z-Boy buyer in Q2 2017 was Boston Partners, an estimated $21.4M added.
  • The largest La-Z-Boy seller in Q2 2017 was Balyasny Asset Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2017.