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La-Z-Boy

177 hedge funds and large institutions have $1.09B invested in La-Z-Boy in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 46 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 46

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more call options, than puts

Call options by funds: $983K | Put options by funds: $667K

2.48% more ownership

Funds ownership: 86.63%89.11% (+2.5%)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

1% less funds holding

Funds holding: 179177 (-2)

6% less capital invested

Capital invested by funds: $1.16B → $1.09B (-$69.9M)

Holders
177
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
4.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
87
Reduced
46
Closed
26
Calls
$983K
Puts
$667K
Net Calls
+$316K
Net Calls Change
+$380K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
101
Two Sigma Investments
New York
$746K -$909K -33,873 -53%
Citigroup
102
Citigroup
New York
$731K -$225K -8,367 -22%
O
103
OppenheimerFunds
New York
$722K +$794K +29,579 New
BKBG
104
BHF Kleinwort Benson Group
Belgium
$664K +$326K +12,158 +81%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$644K +$35.6K +1,326 +5%
SCM
106
Stevens Capital Management
Pennsylvania
$642K +$705K +26,293 New
UBS AM
107
UBS AM
Illinois
$623K +$42.9K +1,600 +7%
Tudor Investment Corp
108
Tudor Investment Corp
Connecticut
$620K +$458K +17,081 +205%
ASRS
109
Arizona State Retirement System
Arizona
$608K +$18.8K +700 +3%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$594K +$134K +4,989 +26%
MC
111
Menta Capital
California
$573K +$255K +9,492 +68%
LSERS
112
Louisiana State Employees Retirement System
Louisiana
$542K -$2.68K -100 -0.4%
HI
113
HBK Investments
Texas
$515K +$19.7K +736 +4%
CMANY
114
Capital Management Associates (New York)
New York
$488K
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$463K +$509K +18,963 New
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$462K
UBS Group
117
UBS Group
Switzerland
$462K +$447K +16,667 +741%
CG
118
Clinton Group
New York
$453K +$498K +18,556 New
FP
119
Foundry Partners
Minnesota
$446K -$67.3K -2,510 -12%
SW
120
SVB Wealth
Massachusetts
$438K +$32.5K +1,210 +7%
MC
121
Moors & Cabot
Massachusetts
$432K -$39.5K -1,473 -8%
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$427K +$3.49K +130 +0.7%
CAM
123
Columbia Asset Management
Michigan
$422K +$54 +2 +0%
CSS
124
Cubist Systematic Strategies
Connecticut
$403K +$73.8K +2,750 +20%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$386K

LZB Hedge Fund Activity: Q4 2015 in Review

177 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2015, worth a combined $1.09B — down 6% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of LZB and 25 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 87 added.

The largest buyer was Prudential Financial, adding an estimated $16.7M. The largest seller was Victory Capital Management, cutting an estimated $35.7M.

  • 177 institutional investors held La-Z-Boy (LZB) as of Q4 2015, down from 179 in Q3 2015.
  • Funds reported $1.09B of La-Z-Boy stock for Q4 2015, down 6% quarter-over-quarter.
  • 25 funds opened new La-Z-Boy positions in Q4 2015 and 26 closed out, a net change of -1 holder.
  • The largest La-Z-Boy buyer in Q4 2015 was Prudential Financial, an estimated $16.7M added.
  • The largest La-Z-Boy seller in Q4 2015 was Victory Capital Management, an estimated $35.7M sold.

Based on aggregated 13F filings for Q4 2015.