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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
CCMH
76
Cornerstone Capital Management Holdings
New York
$1.53M -$2.18M -76,866 -58%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$1.52M +$88.1K +3,106 +6%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$1.45M +$79.4K +2,801 +6%
PP
79
Paloma Partners
Connecticut
$1.35M -$1.21M -42,656 -46%
LCM
80
Landscape Capital Management
New Jersey
$1.32M +$1.39M +49,066 New
Citigroup
81
Citigroup
New York
$1.28M -$1.31M -46,065 -49%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$1.24M +$156K +5,512 +14%
SAM
83
Shell Asset Management
Netherlands
$1.21M -$681K -24,023 -35%
SEI Investments
84
SEI Investments
Pennsylvania
$1.17M -$99.9K -3,522 -7%
MWNA
85
Marshall Wace North America
New York
$1.13M +$1.19M +41,924 New
O
86
OppenheimerFunds
New York
$1.11M +$308K +10,846 +36%
DCM
87
Dupont Capital Management
Delaware
$1.1M -$374K -13,187 -24%
AIM
88
Alambic Investment Management
California
$1.08M +$916K +32,300 +414%
PI
89
PineBridge Investments
New York
$1.04M +$330K +11,632 +43%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02M +$128K +4,506 +14%
ZCM
91
Zebra Capital Management
Connecticut
$1.01M +$356K +12,558 +50%
AG
92
Algert Global
California
$1M +$49.5K +1,746 +5%
Los Angeles Capital Management
93
Los Angeles Capital Management
California
$997K +$86.3K +3,044 +9%
TPSF
94
Texas Permanent School Fund
Texas
$954K -$9.64K -340 -1%
Stifel Financial
95
Stifel Financial
Missouri
$951K -$101K -3,560 -9%
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$951K – – –
SO
97
STRS Ohio
Ohio
$945K +$51.1K +1,800 +5%
Public Sector Pension Investment Board (PSP Investments)
98
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$939K – – –
SG Americas Securities
99
SG Americas Securities
New York
$915K +$714K +25,168 +289%
QIM
100
Quantitative Investment Management
Virginia
$901K +$947K +33,400 New
2 3
4
5 6

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.