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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
TA
76
Teton Advisors
New York
$1.53M
PI
77
PineBridge Investments
New York
$1.52M +$186K +6,387 +13%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$1.44M
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$1.38M -$126K -4,320 -8%
Comerica Bank
80
Comerica Bank
Texas
$1.38M -$8.51K -292 -0.6%
JIR
81
James Investment Research
Ohio
$1.36M +$1.48M +50,700 New
Credit Agricole
82
Credit Agricole
France
$1.34M
PP
83
Paloma Partners
Connecticut
$1.27M -$1.53M -52,504 -53%
First Trust Advisors
84
First Trust Advisors
Illinois
$1.26M -$922K -31,644 -40%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$1.26M -$77K -2,640 -5%
NFA
86
Nationwide Fund Advisors
Ohio
$1.25M +$329K +11,291 +32%
SAM
87
Shell Asset Management
Netherlands
$1.18M -$32.1K -1,100 -2%
BCC
88
Bridge City Capital
Oregon
$1.17M +$101K +3,471 +9%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$1.16M -$79.7K -2,733 -6%
PCM
90
Piermont Capital Management
Missouri
$1.15M +$1.24M +42,700 New
O
91
OppenheimerFunds
New York
$1.14M +$27.4K +939 +2%
DCM
92
Dupont Capital Management
Delaware
$1.1M
CCMH
93
Cornerstone Capital Management Holdings
New York
$1.1M +$1.11M +38,000 +1,378%
AIG
94
American International Group
New York
$1.03M +$58.5K +2,006 +6%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$991K -$6.44K -221 -0.6%
SO
96
STRS Ohio
Ohio
$984K +$149K +5,100 +16%
Tudor Investment Corp
97
Tudor Investment Corp
Connecticut
$951K -$304K -10,421 -23%
HI
98
HBK Investments
Texas
$947K -$618K -21,183 -38%
TPSF
99
Texas Permanent School Fund
Texas
$947K -$12.4K -425 -1%
SOADOR
100
State of Alaska Department of Revenue
Alaska
$916K +$50.1K +1,720 +5%

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.