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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
NC
51
Nicholas Company
Wisconsin
$4.5M -$727K -25,895 -16%
RIA
52
Regal Investment Advisors
Michigan
$3.79M -$83K -2,956 -2%
LSV Asset Management
53
LSV Asset Management
Illinois
$3.68M +$949K +33,800 +43%
RA
54
Royce & Associates
New York
$3.37M
Squarepoint
55
Squarepoint
New York
$3.31M +$2.86M +101,873 New
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$3.28M -$45.3K -1,615 -2%
PP
57
Paloma Partners
Connecticut
$3.25M +$1.4M +49,858 +100%
PPA
58
Parametric Portfolio Associates
Washington
$3.18M +$502K +17,897 +22%
Legal & General Group
59
Legal & General Group
United Kingdom
$3.12M +$206K +7,340 +8%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$2.83M +$53.4K +1,904 +2%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$2.78M -$310K -11,050 -11%
Wells Fargo
62
Wells Fargo
California
$2.77M -$11.1K -396 -0.5%
Swiss National Bank
63
Swiss National Bank
Switzerland
$2.61M
First Trust Advisors
64
First Trust Advisors
Illinois
$2.55M +$516K +18,372 +31%
AG
65
Algert Global
California
$2.55M +$1.16M +41,407 +112%
VIA
66
Vident Investment Advisory
Georgia
$2.53M +$54.9K +1,954 +3%
AIM
67
Alambic Investment Management
California
$2.33M +$884K +31,500 +79%
Canada Life
68
Canada Life
Manitoba, Canada
$2.32M +$50K +1,780 +3%
MBT
69
Monroe Bank & Trust
Michigan
$2.29M -$303K -10,800 -13%
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.22M -$432K -15,390 -18%
WI
71
WBI Investments
New Jersey
$2.06M +$1.78M +63,463 New
AllianceBernstein
72
AllianceBernstein
Tennessee
$2.05M -$182K -6,500 -9%
Canada Pension Plan Investment Board
73
Canada Pension Plan Investment Board
Ontario, Canada
$2.02M +$1.74M +62,000 New
Nordea Investment Management
74
Nordea Investment Management
Sweden
$1.96M +$55.3K +1,970 +3%
DTL
75
Dynamic Technology Lab
Singapore
$1.91M +$1.12M +40,076 +215%

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.