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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
O
101
OppenheimerFunds
New York
$901K -$165K -5,209 -16%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$882K +$10.1K +320 +1%
Arrowstreet Capital
103
Arrowstreet Capital
Massachusetts
$861K +$824K +26,100 New
OAM
104
Oxford Asset Management
United Kingdom
$855K +$819K +25,924 New
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$845K +$9.73K +308 +1%
CSS
106
Cubist Systematic Strategies
Connecticut
$825K +$661K +20,924 +514%
FNBOO
107
First National Bank of Omaha
Nebraska
$818K +$783K +24,795 New
AIMCA
108
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$802K
Truist Financial
109
Truist Financial
North Carolina
$746K -$71.8K -2,275 -9%
MIM
110
MetLife Investment Management
New Jersey
$715K
SGAM
111
Smith Group Asset Management
Texas
$699K +$670K +21,203 New
Tudor Investment Corp
112
Tudor Investment Corp
Connecticut
$673K +$75.6K +2,394 +13%
JIR
113
James Investment Research
Ohio
$660K +$632K +20,005 New
KBC Group
114
KBC Group
Belgium
$652K +$624K +19,756 New
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$649K -$17.4K -550 -3%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$598K +$10.4K +328 +2%
USAA
117
United Services Automobile Association
Texas
$596K
LSERS
118
Louisiana State Employees Retirement System
Louisiana
$574K -$4.99K -158 -0.9%
MERSOM
119
Municipal Employees' Retirement System of Michigan
Michigan
$564K +$7.26K +230 +1%
ERSOT
120
Employees Retirement System of Texas
Texas
$561K -$1.07M -34,000 -67%
BC
121
Brinker Capital
Pennsylvania
$557K +$40K +1,265 +8%
Man Group
122
Man Group
United Kingdom
$548K -$1.15M -36,458 -69%
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$536K
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$528K -$1.42K -45 -0.3%
Voloridge Investment Management
125
Voloridge Investment Management
Florida
$524K +$501K +15,870 New

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.