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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
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$1.65M +$1.41M +44,574 New
Russell Investments Group
77
Russell Investments Group
United Kingdom
$1.64M +$170K +5,392 +12%
WCM
78
Weld Capital Management
New York
$1.59M +$1.52M +48,202 New
First Trust Advisors
79
First Trust Advisors
Illinois
$1.57M -$161K -5,113 -10%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$1.55M +$98.5K +3,118 +7%
APG Asset Management
81
APG Asset Management
Netherlands
$1.55M +$913K +28,900 +121%
DIA
82
Dean Investment Associates
Ohio
$1.52M -$2.92M -92,320 -67%
Renaissance Technologies
83
Renaissance Technologies
New York
$1.47M -$1.05M -33,300 -43%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$1.44M +$332K +10,527 +32%
Public Sector Pension Investment Board (PSP Investments)
85
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.42M +$66.3K +2,100 +5%
Millennium Management
86
Millennium Management
New York
$1.4M -$375K -11,862 -22%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$1.39M -$26.5K -840 -2%
Deutsche Bank
88
Deutsche Bank
Germany
$1.38M -$816K -25,835 -38%
DCM
89
Dupont Capital Management
Delaware
$1.24M
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$1.18M +$1.13M +35,627 New
AIG
91
American International Group
New York
$1.16M -$30.9K -980 -3%
SAM
92
Shell Asset Management
Netherlands
$1.12M
CS
93
Credit Suisse
Switzerland
$1.11M -$702K -22,223 -40%
UBS AM
94
UBS AM
Illinois
$1.11M +$159K +5,029 +18%
KAS
95
Kemnay Advisory Services
New York
$1.09M -$274K -8,690 -21%
CIC
96
Cornercap Investment Counsel
Georgia
$1.07M -$21.6K -685 -2%
TPSF
97
Texas Permanent School Fund
Texas
$1.04M +$32.7K +1,034 +3%
WI
98
WBI Investments
New Jersey
$1.02M +$976K +30,900 New
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$997K +$68.4K +2,165 +8%
SO
100
STRS Ohio
Ohio
$940K -$104K -3,300 -10%

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.