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La-Z-Boy

197 hedge funds and large institutions have $1.15B invested in La-Z-Boy in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $821K

0.4% more ownership

Funds ownership: 87.12%87.52% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 207197 (-10)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

13% less capital invested

Capital invested by funds: $1.32B → $1.15B (-$169M)

14% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 78

Holders
197
Holders Change
-10
Holders Change %
-4.83%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
67
Reduced
78
Closed
28
Calls
$3.25M
Puts
$821K
Net Calls
+$2.42M
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$483K
QT
127
Quantbot Technologies
New York
$472K +$497K +17,517 New
MC
128
Menta Capital
California
$443K +$465K +16,400 New
FP
129
Foundry Partners
Minnesota
$435K -$75.9K -2,675 -14%
JMPWA
130
JP Morgan Private Wealth Advisors
California
$427K
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$416K -$10.8K -380 -2%
MERSOM
132
Municipal Employees' Retirement System of Michigan
Michigan
$412K
IECM
133
Intrinsic Edge Capital Management
Illinois
$405K +$425K +15,000 New
SW
134
SVB Wealth
Massachusetts
$385K -$16.6K -585 -4%
IA
135
Icon Advisers
Colorado
$364K
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$334K -$22.7K -800 -6%
OAM
137
Oppenheimer Asset Management
New York
$322K +$338K +11,910 New
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$315K -$31.5K -1,112 -9%
US Bancorp
139
US Bancorp
Minnesota
$311K -$98.6K -3,475 -23%
UBS AM
140
UBS AM
Illinois
$310K -$195K -6,859 -37%
MSA
141
Mason Street Advisors
Wisconsin
$308K +$20.5K +724 +7%
CSS
142
Cubist Systematic Strategies
Connecticut
$304K +$319K +11,241 New
AG
143
Aperio Group
California
$287K -$33.6K -1,184 -10%
HCM
144
Highbridge Capital Management
New York
$287K +$302K +10,633 New
PA
145
Profund Advisors
Maryland
$281K -$123K -4,352 -29%
CAM
146
Capstone Asset Management
Texas
$268K -$47.1K -1,660 -14%
HIS
147
Horizon Investment Services
Indiana
$267K -$106K -3,734 -27%
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$253K -$39.1K -1,378 -13%
AAC
149
Asset Advisors Corp
Georgia
$246K
VRS
150
Virginia Retirement Systems
Virginia
$240K +$252K +8,900 New

LZB Hedge Fund Activity: Q1 2017 in Review

197 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2017, worth a combined $1.15B — down 13% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of LZB and 25 opened new positions — a net loss of 3 holders — while 78 trimmed existing stakes and 67 added.

The largest buyer was BlackRock, adding an estimated $177M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $25.1M.

  • 197 institutional investors held La-Z-Boy (LZB) as of Q1 2017, down from 207 in Q4 2016.
  • Funds reported $1.15B of La-Z-Boy stock for Q1 2017, down 13% quarter-over-quarter.
  • 25 funds opened new La-Z-Boy positions in Q1 2017 and 28 closed out, a net change of -3 holders.
  • The largest La-Z-Boy buyer in Q1 2017 was BlackRock, an estimated $177M added.
  • The largest La-Z-Boy seller in Q1 2017 was Vaughan Nelson Investment Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2017.