We are live on ! Find out more
LZB icon

La-Z-Boy

208 hedge funds and large institutions have $1.3B invested in La-Z-Boy in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $1.13B → $1.3B (+$166M)

11% more funds holding

Funds holding: 188208 (+20)

0.67% more ownership

Funds ownership: 87.44%88.11% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 74

51% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $2.36M

Holders
208
Holders Change
+20
Holders Change %
+10.64%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
60
Reduced
74
Closed
20
Calls
$1.15M
Puts
$2.36M
Net Calls
-$1.21M
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Change in
Stake
QI
51
QS Investors
New York
$3.07M +$261K +9,059 +10%
Legal & General Group
52
Legal & General Group
United Kingdom
$2.97M -$3.98K -138 -0.1%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$2.91M +$2.69M +93,311 New
TA
54
Teachers Advisors
New York
$2.76M +$48.6K +1,683 +2%
VIA
55
Vident Investment Advisory
Georgia
$2.74M +$205K +7,111 +9%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$2.68M -$37.1K -1,285 -1%
AG
57
Algert Global
California
$2.67M -$531K -18,418 -18%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$2.58M -$3.45M -119,624 -59%
First Trust Advisors
59
First Trust Advisors
Illinois
$2.54M +$1,000K +34,648 +74%
ASRS
60
Arizona State Retirement System
Arizona
$2.53M +$1.62M +56,094 +225%
BCM
61
Bridgeway Capital Management
Texas
$2.51M -$18.8K -650 -0.8%
Swiss National Bank
62
Swiss National Bank
Switzerland
$2.51M
PI
63
PineBridge Investments
New York
$2.48M +$667K +23,120 +41%
Squarepoint
64
Squarepoint
New York
$2.47M +$2.28M +79,048 New
Millennium Management
65
Millennium Management
New York
$2.4M -$6.54M -226,602 -75%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$2.38M -$34.6K -1,200 -2%
Nordea Investment Management
67
Nordea Investment Management
Sweden
$2.3M -$396K -13,732 -16%
AAMU
68
Amundi Asset Management US
Massachusetts
$2.13M +$1.97M +68,429 New
CCMH
69
Cornerstone Capital Management Holdings
New York
$2.13M +$796K +27,600 +68%
MBT
70
Monroe Bank & Trust
Michigan
$2.1M
Canada Life
71
Canada Life
Manitoba, Canada
$1.99M -$49K -1,700 -3%
AllianceBernstein
72
AllianceBernstein
Tennessee
$1.9M
Barclays
73
Barclays
United Kingdom
$1.8M +$1.4M +48,477 +523%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$1.79M +$796K +27,584 +93%
TA
75
Teton Advisors
New York
$1.75M -$28.9K -1,000 -2%

LZB Hedge Fund Activity: Q4 2017 in Review

208 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2017, worth a combined $1.3B — up 15% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LZB positions and 20 closed out — a net gain of 20 holders — while 60 added to existing stakes and 74 trimmed.

The largest buyer was Royce & Associates, adding an estimated $21.3M. The largest seller was Invesco, cutting an estimated $25.8M.

  • 208 institutional investors held La-Z-Boy (LZB) as of Q4 2017, up from 188 in Q3 2017.
  • Funds reported $1.3B of La-Z-Boy stock for Q4 2017, up 15% quarter-over-quarter.
  • 40 funds opened new La-Z-Boy positions in Q4 2017 and 20 closed out, a net change of +20 holders.
  • The largest La-Z-Boy buyer in Q4 2017 was Royce & Associates, an estimated $21.3M added.
  • The largest La-Z-Boy seller in Q4 2017 was Invesco, an estimated $25.8M sold.

Based on aggregated 13F filings for Q4 2017.