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La-Z-Boy

188 hedge funds and large institutions have $1.13B invested in La-Z-Boy in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

2.53% less ownership

Funds ownership: 89.97%87.44% (-2.5%)

12% less funds holding

Funds holding: 214188 (-26)

20% less capital invested

Capital invested by funds: $1.41B → $1.13B (-$278M)

42% less call options, than puts

Call options by funds: $1.11M | Put options by funds: $1.91M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

55% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 42

Holders
188
Holders Change
-26
Holders Change %
-12.15%
% of All Funds
4.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
69
Reduced
68
Closed
42
Calls
$1.11M
Puts
$1.91M
Net Calls
-$802K
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$3.13M
Citadel Advisors
52
Citadel Advisors
Florida
$3.05M -$2.45M -84,181 -43%
PPA
53
Parametric Portfolio Associates
Washington
$2.81M +$191K +6,536 +7%
AG
54
Algert Global
California
$2.8M +$745K +25,564 +33%
RA
55
Royce & Associates
New York
$2.68M -$117K -4,019 -4%
Legal & General Group
56
Legal & General Group
United Kingdom
$2.56M -$26.5K -908 -0.9%
Citigroup
57
Citigroup
New York
$2.5M +$1.26M +43,372 +88%
QI
58
QS Investors
New York
$2.4M +$2.6M +89,215 +557,594%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$2.35M +$793K +27,192 +45%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$2.35M
TA
61
Teachers Advisors
New York
$2.33M -$12.3M -420,741 -83%
BCM
62
Bridgeway Capital Management
Texas
$2.18M +$2.37M +81,150 New
VIA
63
Vident Investment Advisory
Georgia
$2.17M +$84.3K +2,892 +4%
Swiss National Bank
64
Swiss National Bank
Switzerland
$2.16M
PI
65
Putnam Investments
Massachusetts
$2.11M +$2.28M +78,300 New
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$2.08M -$241K -8,274 -10%
AIM
67
Alambic Investment Management
California
$2.02M +$99.1K +3,400 +5%
AP
68
AHL Partners
United Kingdom
$1.96M -$4.22M -144,825 -67%
Morgan Stanley
69
Morgan Stanley
New York
$1.88M -$4.48M -153,663 -69%
MBT
70
Monroe Bank & Trust
Michigan
$1.81M -$97.1K -3,332 -5%
Canada Life
71
Canada Life
Manitoba, Canada
$1.76M -$172K -5,899 -8%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$1.71M +$361K +12,392 +24%
CS
73
Credit Suisse
Switzerland
$1.69M +$933K +32,020 +104%
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$1.67M
AllianceBernstein
75
AllianceBernstein
Tennessee
$1.64M -$67K -2,300 -4%

LZB Hedge Fund Activity: Q3 2017 in Review

188 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2017, worth a combined $1.13B — down 20% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of LZB and 19 opened new positions — a net loss of 23 holders — while 68 trimmed existing stakes and 69 added.

The largest buyer was Boston Partners, adding an estimated $8.67M. The largest seller was Franklin Resources, cutting an estimated $15.5M.

  • 188 institutional investors held La-Z-Boy (LZB) as of Q3 2017, down from 214 in Q2 2017.
  • Funds reported $1.13B of La-Z-Boy stock for Q3 2017, down 20% quarter-over-quarter.
  • 19 funds opened new La-Z-Boy positions in Q3 2017 and 42 closed out, a net change of -23 holders.
  • The largest La-Z-Boy buyer in Q3 2017 was Boston Partners, an estimated $8.67M added.
  • The largest La-Z-Boy seller in Q3 2017 was Franklin Resources, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2017.