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La-Z-Boy
LZB

209 hedge funds and large institutions have $1.38B invested in La-Z-Boy in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

2% more funds holding

Funds holding: 205 → 209 (+4)

2% more capital invested

Capital invested by funds: $1.34B → $1.38B (+$32.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.84% less ownership

Funds ownership: 94.04% → 93.21% (-0.84%)

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

75% less call options, than puts

Call options by funds: $3.67M | Put options by funds: $14.8M

Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
4.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
66
Reduced
77
Closed
26
Calls
$3.67M
Puts
$14.8M
Net Calls
-$11.2M
Net Calls Change
+$9.38M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$15.2M
2
BlackRock
BlackRock
New York
+$6.69M
3
MCM
Matarin Capital Management
New York
+$4.73M
4
Millennium Management
Millennium Management
New York
+$4.58M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.24M

Top Sellers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
-$9.49M
2
Ameriprise
Ameriprise
Minnesota
-$8.55M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$5.95M
4
JP Morgan Chase
JP Morgan Chase
New York
-$5.72M
5
Franklin Resources
Franklin Resources
California
-$5.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
76
Teton Advisors
New York
$1.77M – – –
CIM
77
Cambria Investment Management
California
$1.74M +$25K +784 +1%
Federated Hermes
78
Federated Hermes
Pennsylvania
$1.69M -$1.32M -41,454 -44%
Verition Fund Management
79
Verition Fund Management
Connecticut
$1.65M +$1.66M +52,106 New
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$1.53M +$1.54M +48,510 New
Russell Investments Group
81
Russell Investments Group
United Kingdom
$1.48M -$73.9K -2,322 -5%
American Century Companies
82
American Century Companies
Missouri
$1.44M +$29.3K +919 +2%
Tudor Investment Corp
83
Tudor Investment Corp
Connecticut
$1.38M -$139K -4,354 -9%
BCC
84
Bridge City Capital
Oregon
$1.35M -$57.6K -1,810 -4%
KAS
85
Kemnay Advisory Services
New York
$1.3M +$1.31M +41,084 New
Comerica Bank
86
Comerica Bank
Texas
$1.29M -$141K -4,429 -9%
ERSOT
87
Employees Retirement System of Texas
Texas
$1.26M – – –
PI
88
PineBridge Investments
New York
$1.26M -$161K -5,046 -11%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$1.24M – – –
KBC Group
90
KBC Group
Belgium
$1.23M +$1.24M +38,873 New
SAM
91
Shell Asset Management
Netherlands
$1.16M -$153K -4,807 -12%
AIG
92
American International Group
New York
$1.16M +$20.6K +648 +2%
SGAM
93
Smith Group Asset Management
Texas
$1.1M +$44.3K +1,390 +4%
SRAM
94
Stone Ridge Asset Management
New York
$1.05M +$56.9K +1,786 +6%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$1.04M -$1.38M -43,499 -57%
Public Sector Pension Investment Board (PSP Investments)
96
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.02M +$44.4K +1,395 +4%
O
97
OppenheimerFunds
New York
$1.02M +$117K +3,668 +13%
SO
98
STRS Ohio
Ohio
$1M -$54.1K -1,700 -5%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$1M -$26K -818 -3%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$945K -$131K -4,111 -12%
2 3
4
5 6

LZB Hedge Fund Activity: Q3 2018 in Review

209 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2018, worth a combined $1.38B — up 2.4% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new LZB positions and 26 closed out — a net gain of 6 holders — while 66 added to existing stakes and 77 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.2M. The largest seller was Prudential Financial, cutting an estimated $9.49M.

  • 209 institutional investors held La-Z-Boy (LZB) as of Q3 2018, up from 205 in Q2 2018.
  • Funds reported $1.38B of La-Z-Boy stock for Q3 2018, up 2.4% quarter-over-quarter.
  • 32 funds opened new La-Z-Boy positions in Q3 2018 and 26 closed out, a net change of +6 holders.
  • The largest La-Z-Boy buyer in Q3 2018 was Wellington Management Group, an estimated $15.2M added.
  • The largest La-Z-Boy seller in Q3 2018 was Prudential Financial, an estimated $9.49M sold.

Based on aggregated 13F filings for Q3 2018.