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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
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$496K -$470K -16,303 -51%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$493K +$456K +15,806 New
OAC
128
OMERS Administration Corp
Ontario, Canada
$487K +$450K +15,600 New
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$481K
Tudor Investment Corp
130
Tudor Investment Corp
Connecticut
$465K -$590K -20,454 -58%
HC
131
Henshaw Capital
Massachusetts
$438K -$1.76K -61 -0.4%
MWNA
132
Marshall Wace North America
New York
$412K -$10M -347,438 -96%
MSA
133
Mason Street Advisors
Wisconsin
$391K +$9.49K +329 +3%
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$352K
AIM
135
Alambic Investment Management
California
$337K -$1.85M -64,200 -86%
AG
136
Aperio Group
California
$333K +$9.44K +327 +3%
Holocene Advisors
137
Holocene Advisors
New York
$327K +$302K +10,476 New
GCP
138
GSA Capital Partners
United Kingdom
$323K +$299K +10,352 New
Capstone Investment Advisors
139
Capstone Investment Advisors
New York
$316K +$293K +10,145 New
PIA
140
Piedmont Investment Advisors
North Carolina
$309K -$17.1K -593 -6%
SG Americas Securities
141
SG Americas Securities
New York
$308K -$181K -6,260 -39%
SOADOR
142
State of Alaska Department of Revenue
Alaska
$299K -$706K -24,460 -72%
HSBC Holdings
143
HSBC Holdings
United Kingdom
$296K +$18.3K +634 +7%
Parallax Volatility Advisers
144
Parallax Volatility Advisers
California
$288K +$259K +8,983 +3,855%
VAM
145
Verity Asset Management
North Carolina
$288K +$275K +9,545 New
CGH
146
Crossmark Global Holdings
Texas
$287K -$7.13K -247 -3%
AAC
147
Asset Advisors Corp
Georgia
$285K
TPWA
148
TRUE Private Wealth Advisors
Oregon
$280K +$260K +9,000 New
ProShare Advisors
149
ProShare Advisors
Maryland
$269K +$249K +8,636 New
GHCM
150
Glen Harbor Capital Management
California
$267K +$55.9K +1,938 +29%

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.