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La-Z-Boy

208 hedge funds and large institutions have $1.3B invested in La-Z-Boy in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $1.13B → $1.3B (+$166M)

11% more funds holding

Funds holding: 188208 (+20)

0.67% more ownership

Funds ownership: 87.44%88.11% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 74

51% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $2.36M

Holders
208
Holders Change
+20
Holders Change %
+10.64%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
60
Reduced
74
Closed
20
Calls
$1.15M
Puts
$2.36M
Net Calls
-$1.21M
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
26
Systematic Financial Management
New Jersey
$9.77M -$638K -22,103 -7%
Invesco
27
Invesco
Georgia
$8.74M -$25.8M -893,395 -76%
TCIM
28
TIAA CREF Investment Management
New York
$8.44M -$692K -23,993 -8%
LSV Asset Management
29
LSV Asset Management
Illinois
$8.02M +$1.23M +42,800 +20%
PCMI
30
Paradigm Capital Management Inc
New York
$7.3M
American Century Companies
31
American Century Companies
Missouri
$7.28M +$428K +14,848 +7%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$6.8M +$6.29M +217,834 New
Goldman Sachs
33
Goldman Sachs
New York
$6.11M -$569K -19,737 -9%
GF
34
Gabelli Funds
New York
$5.62M -$115K -4,000 -2%
Franklin Resources
35
Franklin Resources
California
$5.55M -$4.16K -144 -0.1%
UBS Group
36
UBS Group
Switzerland
$5.52M -$493K -17,093 -9%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$5.46M +$234K +8,118 +5%
Bank of America
38
Bank of America
North Carolina
$5.19M +$215K +7,458 +5%
NC
39
Nicholas Company
Wisconsin
$4.68M
Citadel Advisors
40
Citadel Advisors
Florida
$4.54M +$930K +32,247 +28%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$4.5M +$19K +658 +0.5%
PPA
42
Parametric Portfolio Associates
Washington
$4.46M +$1.12M +38,713 +37%
Barrow, Hanley, Mewhinney & Strauss
43
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.39M -$77K -2,669 -2%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$4.33M -$179K -6,187 -4%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$4.18M +$384K +13,296 +11%
JP Morgan Chase
46
JP Morgan Chase
New York
$3.76M -$1.92M -66,485 -36%
RIA
47
Regal Investment Advisors
Michigan
$3.63M
Deutsche Bank
48
Deutsche Bank
Germany
$3.36M -$4.25M -147,136 -58%
Wells Fargo
49
Wells Fargo
California
$3.35M -$2.04M -70,727 -40%
Morgan Stanley
50
Morgan Stanley
New York
$3.2M +$944K +32,734 +47%

LZB Hedge Fund Activity: Q4 2017 in Review

208 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2017, worth a combined $1.3B — up 15% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LZB positions and 20 closed out — a net gain of 20 holders — while 60 added to existing stakes and 74 trimmed.

The largest buyer was Royce & Associates, adding an estimated $21.3M. The largest seller was Invesco, cutting an estimated $25.8M.

  • 208 institutional investors held La-Z-Boy (LZB) as of Q4 2017, up from 188 in Q3 2017.
  • Funds reported $1.3B of La-Z-Boy stock for Q4 2017, up 15% quarter-over-quarter.
  • 40 funds opened new La-Z-Boy positions in Q4 2017 and 20 closed out, a net change of +20 holders.
  • The largest La-Z-Boy buyer in Q4 2017 was Royce & Associates, an estimated $21.3M added.
  • The largest La-Z-Boy seller in Q4 2017 was Invesco, an estimated $25.8M sold.

Based on aggregated 13F filings for Q4 2017.