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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
CCMH
51
Cornerstone Capital Management Holdings
New York
$4.14M +$2.28M +84,370 +172%
BA
52
BlackRock Advisors
Delaware
$3.86M -$861K -31,805 -20%
RIA
53
Regal Investment Advisors
Michigan
$3.71M -$5.71K -211 -0.2%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$3.31M -$513K -18,960 -13%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$3.15M -$70.4K -2,600 -3%
RJA
56
Raymond James & Associates
Florida
$3.06M +$97.3K +3,596 +4%
Citigroup
57
Citigroup
New York
$2.9M +$1.18M +43,470 +87%
PP
58
Paloma Partners
Connecticut
$2.88M +$1.49M +55,180 +147%
MBT
59
Monroe Bank & Trust
Michigan
$2.85M -$522K -19,274 -17%
LOAMS
60
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.79M +$2.44M +90,000 New
Legal & General Group
61
Legal & General Group
United Kingdom
$2.75M +$1.06M +39,312 +80%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$2.65M -$7.11M -262,766 -75%
VIA
63
Vident Investment Advisory
Georgia
$2.58M +$165K +6,101 +8%
Wells Fargo
64
Wells Fargo
California
$2.58M +$522K +19,275 +30%
Swiss National Bank
65
Swiss National Bank
Switzerland
$2.5M
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$2.46M +$2.15M +79,390 New
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.38M +$1.88M +69,393 +488%
Deutsche Bank
68
Deutsche Bank
Germany
$2.37M -$2.64M -97,540 -56%
PPA
69
Parametric Portfolio Associates
Washington
$2.36M +$139K +5,123 +7%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$2.35M -$59.3K -2,189 -3%
RA
71
Royce & Associates
New York
$2.33M -$75.8K -2,800 -4%
CS
72
Credit Suisse
Switzerland
$2.3M +$552K +20,396 +38%
AllianceBernstein
73
AllianceBernstein
Tennessee
$2.16M
First Trust Advisors
74
First Trust Advisors
Illinois
$2.15M +$841K +31,063 +81%
SAM
75
Shell Asset Management
Netherlands
$2.14M -$16.4K -607 -0.9%

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.