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La-Z-Boy
LZB

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: 1 → 1 (0)

5% less funds holding

Funds holding: 207 → 197 (-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

Top Buyers

1
BlackRock
BlackRock
New York
+$177M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$25.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$7.82M
4
OCG
Opus Capital Group
Ohio
+$6.98M
5
Norges Bank
Norges Bank
Norway
+$6.89M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$25.1M
2
NI
Numeric Investors
Massachusetts
-$13.3M
3
Morgan Stanley
Morgan Stanley
New York
-$7M
4
Franklin Resources
Franklin Resources
California
-$4.3M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$2.77M +$761K +26,821 +35%
CS
52
Credit Suisse
Switzerland
$2.75M +$780K +27,493 +37%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$2.61M -$130K -4,600 -5%
Legal & General Group
54
Legal & General Group
United Kingdom
$2.4M +$11.3K +398 +0.5%
RJA
55
Raymond James & Associates
Florida
$2.31M -$365K -12,885 -13%
Wells Fargo
56
Wells Fargo
California
$2.31M +$71.3K +2,515 +3%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$2.3M – – –
Deutsche Bank
58
Deutsche Bank
Germany
$2.27M +$219K +7,705 +10%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.26M +$4.45K +157 +0.2%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$2.23M -$1.16M -40,965 -33%
MBT
61
Monroe Bank & Trust
Michigan
$2.2M -$297K -10,482 -11%
Millennium Management
62
Millennium Management
New York
$2.19M +$1.36M +48,086 +146%
Swiss National Bank
63
Swiss National Bank
Switzerland
$2.17M – – –
PPA
64
Parametric Portfolio Associates
Washington
$2.16M +$107K +3,789 +5%
LSV Asset Management
65
LSV Asset Management
Illinois
$2.15M +$1.08M +38,100 +92%
VIA
66
Vident Investment Advisory
Georgia
$2.04M -$208K -7,348 -9%
AllianceBernstein
67
AllianceBernstein
Tennessee
$1.88M – – –
Canada Life
68
Canada Life
Manitoba, Canada
$1.88M +$131K +4,626 +7%
JIR
69
James Investment Research
Ohio
$1.78M +$1.87M +65,808 New
NFA
70
Nationwide Fund Advisors
Ohio
$1.75M -$46K -1,622 -2%
UBS Group
71
UBS Group
Switzerland
$1.71M +$1.33M +46,834 +285%
First Trust Advisors
72
First Trust Advisors
Illinois
$1.62M -$258K -9,090 -13%
TA
73
Teton Advisors
New York
$1.59M – – –
Nordea Investment Management
74
Nordea Investment Management
Sweden
$1.57M +$405K +14,277 +32%
Comerica Bank
75
Comerica Bank
Texas
$1.53M +$54.1K +1,906 +4%
1 2
3
4 5

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.