La-Z-Boy
183 hedge funds and large institutions have $1.38B invested in La-Z-Boy in 2013 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 52 increasing their positions, 71 reducing their positions, and 16 closing their positions.
996% more call options, than puts
Call options by funds: $3.4M | Put options by funds: $310K
150% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 16
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more capital invested
Capital invested by funds: $1.04B → $1.38B (+$344M)
15% more funds holding
Funds holding: 159 → 183 (+24)
2.24% less ownership
Funds ownership: 87.02% → 84.78% (-2.2%)
27% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.98M |
| 2 |
TA
Teachers Advisors
New York
|
+$9.97M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$8.52M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$6.09M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$22.5M |
| 2 |
State Street
Boston,
Massachusetts
|
-$11.7M |
| 3 |
O
OppenheimerFunds
New York
|
-$9.09M |
| 4 |
Bank of New York Mellon
New York
|
-$8.54M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$8.19M |
LZB Hedge Fund Activity: Q4 2013 in Review
183 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2013, worth a combined $1.38B — up 33% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new LZB positions and 16 closed out — a net gain of 24 holders — while 52 added to existing stakes and 71 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.98M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $22.5M sold.
- 183 institutional investors held La-Z-Boy (LZB) as of Q4 2013, up from 159 in Q3 2013.
- Funds reported $1.38B of La-Z-Boy stock for Q4 2013, up 33% quarter-over-quarter.
- 40 funds opened new La-Z-Boy positions in Q4 2013 and 16 closed out, a net change of +24 holders.
- The largest La-Z-Boy buyer in Q4 2013 was Morgan Stanley, an estimated $9.98M added.
- The largest La-Z-Boy seller in Q4 2013 was Adage Capital Partners, an estimated $22.5M sold.
Based on aggregated 13F filings for Q4 2013.