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La-Z-Boy

207 hedge funds and large institutions have $1.32B invested in La-Z-Boy in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $1.1M

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

26% more capital invested

Capital invested by funds: $1.05B → $1.32B (+$275M)

4% more funds holding

Funds holding: 200207 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 76

1.22% less ownership

Funds ownership: 88.34%87.12% (-1.2%)

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
5.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
72
Reduced
76
Closed
24
Calls
$5.01M
Puts
$1.1M
Net Calls
+$3.91M
Net Calls Change
+$4.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
126
Virtu KCG Holdings
New York
$479K +$101K +3,720 +32%
NIT
127
NumerixS Investment Technologies
British Columbia, Canada
$477K +$303K +11,200 +269%
MERSOM
128
Municipal Employees' Retirement System of Michigan
Michigan
$474K -$28.7K -1,060 -6%
US Bancorp
129
US Bancorp
Minnesota
$466K -$675K -24,944 -62%
SW
130
SVB Wealth
Massachusetts
$461K -$19.9K -735 -5%
PA
131
Profund Advisors
Maryland
$459K +$166K +6,126 +71%
Barclays
132
Barclays
United Kingdom
$457K +$177K +6,548 +80%
HIS
133
Horizon Investment Services
Indiana
$423K -$27.9K -1,032 -7%
IA
134
Icon Advisers
Colorado
$419K
BCM
135
Bayesian Capital Management
New York
$417K +$363K +13,425 New
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$408K +$117K +4,339 +49%
Public Employees Retirement Association of Colorado
137
Public Employees Retirement Association of Colorado
Colorado
$397K -$15.6K -576 -4%
Acadian Asset Management
138
Acadian Asset Management
Massachusetts
$396K +$346K +12,763 New
ARTA
139
A.R.T. Advisors
New York
$388K +$338K +12,500 New
DTL
140
Dynamic Technology Lab
Singapore
$381K +$332K +12,257 New
CMANY
141
Capital Management Associates (New York)
New York
$373K -$189K -7,000 -37%
AG
142
Aperio Group
California
$366K +$12.5K +461 +4%
CAM
143
Capstone Asset Management
Texas
$359K -$82.8K -3,060 -21%
IR
144
Invictus RG
Bermuda
$359K +$191K +7,048 +157%
Verition Fund Management
145
Verition Fund Management
Connecticut
$356K +$310K +11,451 New
BPM
146
Bowling Portfolio Management
Ohio
$355K +$893 +33 +0.3%
OCG
147
Opus Capital Group
Ohio
$342K +$298K +11,026 New
BlackRock
148
BlackRock
New York
$341K -$221K -8,161 -43%
Royal Bank of Canada
149
Royal Bank of Canada
Ontario, Canada
$333K +$27.6K +1,018 +10%
MSA
150
Mason Street Advisors
Wisconsin
$332K +$15.4K +569 +6%

LZB Hedge Fund Activity: Q4 2016 in Review

207 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2016, worth a combined $1.32B — up 26% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LZB positions and 24 closed out — a net gain of 10 holders — while 72 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $14.3M. The largest seller was Glenmede Trust, cutting an estimated $33.6M.

  • 207 institutional investors held La-Z-Boy (LZB) as of Q4 2016, up from 200 in Q3 2016.
  • Funds reported $1.32B of La-Z-Boy stock for Q4 2016, up 26% quarter-over-quarter.
  • 34 funds opened new La-Z-Boy positions in Q4 2016 and 24 closed out, a net change of +10 holders.
  • The largest La-Z-Boy buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $14.3M added.
  • The largest La-Z-Boy seller in Q4 2016 was Glenmede Trust, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2016.