We are live on ! Find out more
LZB icon

La-Z-Boy

179 hedge funds and large institutions have $1.16B invested in La-Z-Boy in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

4% more funds holding

Funds holding: 172179 (+7)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

0% less capital invested

Capital invested by funds: $1.17B → $1.16B (-$5.22M)

1.17% less ownership

Funds ownership: 87.8%86.63% (-1.2%)

14% less call options, than puts

Call options by funds: $392K | Put options by funds: $456K

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
179
Holders Change
+7
Holders Change %
+4.07%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
29
Increased
64
Reduced
61
Closed
21
Calls
$392K
Puts
$456K
Net Calls
-$64K
Net Calls Change
+$495K
Name Holding Trade Value Shares
Change
Change in
Stake
OA
101
OFI Advisors
Pennsylvania
$708K -$92.9K -3,500 -12%
PP
102
Paloma Partners
Connecticut
$704K +$129K +4,870 +23%
Arrowstreet Capital
103
Arrowstreet Capital
Massachusetts
$693K +$693K +26,100 New
Stifel Financial
104
Stifel Financial
Missouri
$678K +$5.07K +191 +0.8%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$666K -$15.4K -580 -2%
ASRS
106
Arizona State Retirement System
Arizona
$642K +$642K +24,185 New
UBS AM
107
UBS AM
Illinois
$635K
LSERS
108
Louisiana State Employees Retirement System
Louisiana
$592K -$10.6K -400 -2%
FP
109
Foundry Partners
Minnesota
$552K -$17.3K -650 -3%
HI
110
HBK Investments
Texas
$541K +$320K +12,064 +145%
GAM
111
Gotham Asset Management
New York
$541K +$541K +20,362 New
CMANY
112
Capital Management Associates (New York)
New York
$531K
VIA
113
Vident Investment Advisory
Georgia
$515K +$253K +9,514 +96%
MC
114
Moors & Cabot
Massachusetts
$514K -$78.3K -2,949 -13%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$513K +$19K +715 +4%
DC
116
Deere & Company
Illinois
$513K +$512K +19,299 New
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$502K
SO
118
STRS Ohio
Ohio
$478K -$571K -21,500 -54%
KCP
119
Kortright Capital Partners
New York
$478K
PAM
120
Paradigm Asset Management
New York
$467K +$17.3K +650 +4%
T. Rowe Price Associates
121
T. Rowe Price Associates
Maryland
$461K
CAM
122
Columbia Asset Management
Michigan
$459K +$27 +1 +0%
SW
123
SVB Wealth
Massachusetts
$444K +$23.6K +890 +6%
QIM
124
Quantitative Investment Management
Virginia
$443K +$443K +16,700 New
BMCMI
125
Bryn Mawr Capital Management Inc
Pennsylvania
$439K +$438K +16,513 New

LZB Hedge Fund Activity: Q3 2015 in Review

179 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2015, worth a combined $1.16B — down 0.45% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new LZB positions and 21 closed out — a net gain of 8 holders — while 64 added to existing stakes and 61 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $12.3M. The largest seller was Fiduciary Management Associates, exiting entirely with an estimated $22.6M sold.

  • 179 institutional investors held La-Z-Boy (LZB) as of Q3 2015, up from 172 in Q2 2015.
  • Funds reported $1.16B of La-Z-Boy stock for Q3 2015, down 0.45% quarter-over-quarter.
  • 29 funds opened new La-Z-Boy positions in Q3 2015 and 21 closed out, a net change of +8 holders.
  • The largest La-Z-Boy buyer in Q3 2015 was Wellington Management Group, an estimated $12.3M added.
  • The largest La-Z-Boy seller in Q3 2015 was Fiduciary Management Associates, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2015.