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La-Z-Boy

236 hedge funds and large institutions have $1.41B invested in La-Z-Boy in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 14

19% more capital invested

Capital invested by funds: $1.19B → $1.41B (+$223M)

17% more funds holding

Funds holding: 201236 (+35)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 91.89%91.85% (-0.05%)

10% less call options, than puts

Call options by funds: $2.31M | Put options by funds: $2.58M

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

Holders
236
Holders Change
+35
Holders Change %
+17.41%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
50
Increased
63
Reduced
78
Closed
14
Calls
$2.31M
Puts
$2.58M
Net Calls
-$270K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
51
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.06M +$72.2K +2,287 +3%
3C
52
361 Capital
Colorado
$2.89M +$2.77M +87,602 New
HAM
53
Hammer Asset Management
California
$2.84M -$47.1K -1,490 -2%
Swiss National Bank
54
Swiss National Bank
Switzerland
$2.81M +$85.3K +2,700 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
55
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.55M +$268K +8,500 +12%
AQR Capital Management
56
AQR Capital Management
Connecticut
$2.52M -$427K -13,536 -15%
Los Angeles Capital Management
57
Los Angeles Capital Management
California
$2.4M +$146K +4,620 +7%
Morgan Stanley
58
Morgan Stanley
New York
$2.38M -$718K -22,727 -24%
ASRS
59
Arizona State Retirement System
Arizona
$2.38M -$4.55K -144 -0.2%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$2.36M -$50.2K -1,590 -2%
AAMU
61
Amundi Asset Management US
Massachusetts
$2.24M +$35.5K +1,124 +2%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$2.21M -$644K -20,400 -23%
MBT
63
Monroe Bank & Trust
Michigan
$2.17M +$234K +7,400 +13%
JP Morgan Chase
64
JP Morgan Chase
New York
$2.12M +$445K +14,097 +28%
Canada Life
65
Canada Life
Manitoba, Canada
$2.1M +$84K +2,661 +4%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$2.1M
AllianceBernstein
67
AllianceBernstein
Tennessee
$2.05M +$7.11K +225 +0.4%
BCC
68
Bridge City Capital
Oregon
$2.02M -$19.3K -612 -1%
VIA
69
Vident Investment Advisory
Georgia
$2.02M -$561K -17,766 -23%
Barclays
70
Barclays
United Kingdom
$1.98M +$6.54K +207 +0.3%
PI
71
PineBridge Investments
New York
$1.9M +$578K +18,317 +47%
TA
72
Teton Advisors
New York
$1.85M
MSL
73
Mackay Shields LLC
New York
$1.73M +$1.15M +36,500 +231%
Federated Hermes
74
Federated Hermes
Pennsylvania
$1.7M -$43.9K -1,390 -3%
Comerica Bank
75
Comerica Bank
Texas
$1.66M +$78.7K +2,492 +5%

LZB Hedge Fund Activity: Q1 2019 in Review

236 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2019, worth a combined $1.41B — up 19% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new LZB positions and 14 closed out — a net gain of 36 holders — while 63 added to existing stakes and 78 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $10.3M. The largest seller was Royce & Associates, cutting an estimated $8.25M.

  • 236 institutional investors held La-Z-Boy (LZB) as of Q1 2019, up from 201 in Q4 2018.
  • Funds reported $1.41B of La-Z-Boy stock for Q1 2019, up 19% quarter-over-quarter.
  • 50 funds opened new La-Z-Boy positions in Q1 2019 and 14 closed out, a net change of +36 holders.
  • The largest La-Z-Boy buyer in Q1 2019 was Maverick Capital, an estimated $10.3M added.
  • The largest La-Z-Boy seller in Q1 2019 was Royce & Associates, an estimated $8.25M sold.

Based on aggregated 13F filings for Q1 2019.