We are live on ! Find out more
LZB icon

La-Z-Boy

179 hedge funds and large institutions have $1.16B invested in La-Z-Boy in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

4% more funds holding

Funds holding: 172179 (+7)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

0% less capital invested

Capital invested by funds: $1.17B → $1.16B (-$5.22M)

1.17% less ownership

Funds ownership: 87.8%86.63% (-1.2%)

14% less call options, than puts

Call options by funds: $392K | Put options by funds: $456K

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
179
Holders Change
+7
Holders Change %
+4.07%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
29
Increased
64
Reduced
61
Closed
21
Calls
$392K
Puts
$456K
Net Calls
-$64K
Net Calls Change
+$495K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$3.77M -$965K -36,356 -20%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$3.56M -$6.26K -236 -0.2%
Citadel Advisors
53
Citadel Advisors
Florida
$3.52M +$1.52M +57,387 +76%
Barrow, Hanley, Mewhinney & Strauss
54
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.51M
GC
55
Gratia Capital
California
$3.47M +$3.47M +130,713 New
AQR Capital Management
56
AQR Capital Management
Connecticut
$3.14M +$521K +19,633 +20%
State of New Jersey Common Pension Fund D
57
State of New Jersey Common Pension Fund D
New Jersey
$2.79M
RFC
58
Russell Frank Company
Washington
$2.65M -$2.28M -85,774 -46%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.48M -$2.65K -100 -0.1%
NI
60
Numeric Investors
Massachusetts
$2.35M +$2.34M +88,300 New
TC
61
TFS Capital
Pennsylvania
$2.29M +$1.39M +52,270 +155%
AllianceBernstein
62
AllianceBernstein
Tennessee
$2.26M -$2.65K -100 -0.1%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$2.25M +$1.72M +64,701 +324%
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.18M +$206K +7,742 +10%
RA
65
Royce & Associates
New York
$2.07M -$9.97M -375,600 -83%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$2.02M +$82.6K +3,110 +4%
RFC
67
Regions Financial Corp
Alabama
$1.97M +$14.7K +555 +0.8%
First Trust Advisors
68
First Trust Advisors
Illinois
$1.91M +$1.26M +47,346 +192%
Swiss National Bank
69
Swiss National Bank
Switzerland
$1.81M +$239K +9,000 +15%
BG
70
BlackRock Group
United Kingdom
$1.8M +$1.14K +43 +0.1%
SAM
71
Shell Asset Management
Netherlands
$1.71M +$107K +4,042 +5%
Two Sigma Investments
72
Two Sigma Investments
New York
$1.71M +$1.71M +64,434 New
KeyBank National Association
73
KeyBank National Association
Ohio
$1.62M +$97.5K +3,673 +6%
PPA
74
Parametric Portfolio Associates
Washington
$1.59M +$14.5K +545 +0.9%
TA
75
Teton Advisors
New York
$1.57M

LZB Hedge Fund Activity: Q3 2015 in Review

179 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2015, worth a combined $1.16B — down 0.45% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new LZB positions and 21 closed out — a net gain of 8 holders — while 64 added to existing stakes and 61 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $12.3M. The largest seller was Fiduciary Management Associates, exiting entirely with an estimated $22.6M sold.

  • 179 institutional investors held La-Z-Boy (LZB) as of Q3 2015, up from 172 in Q2 2015.
  • Funds reported $1.16B of La-Z-Boy stock for Q3 2015, down 0.45% quarter-over-quarter.
  • 29 funds opened new La-Z-Boy positions in Q3 2015 and 21 closed out, a net change of +8 holders.
  • The largest La-Z-Boy buyer in Q3 2015 was Wellington Management Group, an estimated $12.3M added.
  • The largest La-Z-Boy seller in Q3 2015 was Fiduciary Management Associates, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2015.