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La-Z-Boy

208 hedge funds and large institutions have $1.3B invested in La-Z-Boy in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $1.13B → $1.3B (+$166M)

11% more funds holding

Funds holding: 188208 (+20)

0.67% more ownership

Funds ownership: 87.44%88.11% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 74

51% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $2.36M

Holders
208
Holders Change
+20
Holders Change %
+10.64%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
60
Reduced
74
Closed
20
Calls
$1.15M
Puts
$2.36M
Net Calls
-$1.21M
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Change in
Stake
SRAM
101
Stone Ridge Asset Management
New York
$933K +$863K +29,901 New
Truist Financial
102
Truist Financial
North Carolina
$926K
Hotchkis & Wiley Capital Management
103
Hotchkis & Wiley Capital Management
California
$914K +$845K +29,302 New
Citigroup
104
Citigroup
New York
$888K -$1.86M -64,385 -69%
EGM
105
Engineers Gate Manager
New York
$823K -$94K -3,257 -11%
ZCM
106
Zebra Capital Management
Connecticut
$787K -$233K -8,075 -24%
OAM
107
Oxford Asset Management
United Kingdom
$771K +$704K +24,392 New
CSS
108
Cubist Systematic Strategies
Connecticut
$742K +$686K +23,784 New
MERSOM
109
Municipal Employees' Retirement System of Michigan
Michigan
$690K +$25.1K +870 +4%
FRM
110
Fox Run Management
Connecticut
$688K +$636K +22,039 New
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$679K
MIM
112
MetLife Investment Management
New Jersey
$676K +$625K +21,678 New
GC
113
Guggenheim Capital
Illinois
$662K -$17K -589 -3%
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$649K +$37.5K +1,300 +7%
CIC
115
Cornercap Investment Counsel
Georgia
$646K
UBS AM
116
UBS AM
Illinois
$643K +$40.7K +1,410 +7%
LCM
117
Legato Capital Management
California
$619K
BCM
118
Buckhead Capital Management
Georgia
$614K -$25.1K -870 -4%
MC
119
Moors & Cabot
Massachusetts
$580K +$87 +3 +0%
PM
120
Parametrica Management
Hong Kong
$562K +$520K +18,021 New
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$558K
Verition Fund Management
122
Verition Fund Management
Connecticut
$552K +$510K +17,690 New
ARTA
123
A.R.T. Advisors
New York
$546K +$506K +17,520 New
BC
124
Brinker Capital
Pennsylvania
$522K +$8.92K +309 +2%
TI
125
Trexquant Investment
Connecticut
$516K +$477K +16,529 New

LZB Hedge Fund Activity: Q4 2017 in Review

208 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2017, worth a combined $1.3B — up 15% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LZB positions and 20 closed out — a net gain of 20 holders — while 60 added to existing stakes and 74 trimmed.

The largest buyer was Royce & Associates, adding an estimated $21.3M. The largest seller was Invesco, cutting an estimated $25.8M.

  • 208 institutional investors held La-Z-Boy (LZB) as of Q4 2017, up from 188 in Q3 2017.
  • Funds reported $1.3B of La-Z-Boy stock for Q4 2017, up 15% quarter-over-quarter.
  • 40 funds opened new La-Z-Boy positions in Q4 2017 and 20 closed out, a net change of +20 holders.
  • The largest La-Z-Boy buyer in Q4 2017 was Royce & Associates, an estimated $21.3M added.
  • The largest La-Z-Boy seller in Q4 2017 was Invesco, an estimated $25.8M sold.

Based on aggregated 13F filings for Q4 2017.