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La-Z-Boy

200 hedge funds and large institutions have $1.05B invested in La-Z-Boy in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.77% more ownership

Funds ownership: 87.57%88.34% (+0.77%)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

1% less funds holding

Funds holding: 203200 (-3)

12% less capital invested

Capital invested by funds: $1.19B → $1.05B (-$145M)

50% less call options, than puts

Call options by funds: $693K | Put options by funds: $1.38M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
200
Holders Change
-3
Holders Change %
-1.48%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
70
Reduced
76
Closed
30
Calls
$693K
Puts
$1.38M
Net Calls
-$691K
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Petrus Trust Company
Texas
$214K +$245K +8,718 New
AI
152
Analytic Investors
California
$213K +$244K +8,660 New
PA
153
Profund Advisors
Maryland
$212K -$78K -2,771 -24%
HSBC Holdings
154
HSBC Holdings
United Kingdom
$212K
Barclays
155
Barclays
United Kingdom
$202K +$227K +8,059 +6,152%
ST
156
Spot Trading
Illinois
$189K +$217K +7,700 New
FQ
157
First Quadrant
California
$182K
GFG
158
Gray Financial Group
Georgia
$173K +$40.8K +1,449 +26%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$154K -$8.67K -308 -5%
PI
160
PineBridge Investments
New York
$153K -$2.14K -76 -1%
AIM
161
Acrospire Investment Management
Illinois
$135K +$78.8K +2,800 +104%
CG
162
Cutler Group
California
$115K +$85.5K +3,039 +184%
IR
163
Invictus RG
Bermuda
$111K +$127K +4,502 New
NIT
164
NumerixS Investment Technologies
British Columbia, Canada
$102K -$378K -13,441 -76%
Envestnet Asset Management
165
Envestnet Asset Management
Illinois
$96K -$89.4K -3,177 -45%
MAM
166
Meeder Asset Management
Ohio
$88K +$101K +3,574 New
UBS Group
167
UBS Group
Switzerland
$83K +$26.6K +945 +38%
Victory Capital Management
168
Victory Capital Management
Texas
$77K -$6.07M -215,815 -99%
Walleye Trading
169
Walleye Trading
New York
$63K -$51K -1,812 -41%
WAM
170
Wealthspire Advisors (Maryland)
Maryland
$58K -$20.4K -724 -24%
MOACM
171
Mutual of America Capital Management
New York
$54K +$11.3K +400 +22%
BJ
172
BlackRock Japan
Japan
$49K -$8.98K -319 -14%
Federated Hermes
173
Federated Hermes
Pennsylvania
$48K -$6.02K -214 -10%
RCM
174
Riverhead Capital Management
Delaware
$47K -$3M -106,439 -98%
LIA
175
LS Investment Advisors
Michigan
$46K

LZB Hedge Fund Activity: Q3 2016 in Review

200 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2016, worth a combined $1.05B — down 12% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of LZB and 28 opened new positions — a net loss of 2 holders — while 76 trimmed existing stakes and 70 added.

The largest buyer was Wellington Management Group, adding an estimated $23.4M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $16.2M.

  • 200 institutional investors held La-Z-Boy (LZB) as of Q3 2016, down from 203 in Q2 2016.
  • Funds reported $1.05B of La-Z-Boy stock for Q3 2016, down 12% quarter-over-quarter.
  • 28 funds opened new La-Z-Boy positions in Q3 2016 and 30 closed out, a net change of -2 holders.
  • The largest La-Z-Boy buyer in Q3 2016 was Wellington Management Group, an estimated $23.4M added.
  • The largest La-Z-Boy seller in Q3 2016 was Vaughan Nelson Investment Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2016.