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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
IR
151
Invictus RG
Bermuda
$265K +$245K +8,478 New
II
152
Ibex Investors
Colorado
$262K +$239K +8,297 New
HCM
153
Highbridge Capital Management
New York
$255K +$236K +8,179 New
Royal Bank of Canada
154
Royal Bank of Canada
Ontario, Canada
$251K -$122K -4,220 -34%
ACI
155
AMP Capital Investors
Australia
$239K +$221K +7,655 New
CAM
156
Columbia Asset Management
Michigan
$235K
Wolverine Trading
157
Wolverine Trading
Illinois
$231K +$213K +7,395 New
US Bancorp
158
US Bancorp
Minnesota
$229K -$20.1K -698 -9%
BCM
159
Bayesian Capital Management
New York
$227K +$210K +7,273 New
PA
160
Profund Advisors
Maryland
$224K -$32.7K -1,133 -14%
MCIM
161
Meadow Creek Investment Management
Georgia
$220K +$46K +1,596 +29%
AB
162
Amalgamated Bank
New York
$218K +$202K +7,002 New
PP
163
Paloma Partners
Connecticut
$217K -$1.17M -40,417 -85%
NIT
164
NumerixS Investment Technologies
British Columbia, Canada
$205K +$104K +3,600 +122%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$181K +$4.5K +156 +3%
EP
166
Elkfork Partners
Oregon
$173K +$36.2K +1,254 +29%
Victory Capital Management
167
Victory Capital Management
Texas
$158K +$12.6K +438 +9%
Toronto Dominion Bank
168
Toronto Dominion Bank
Ontario, Canada
$156K
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$151K +$27K +935 +24%
RCM
170
Riverhead Capital Management
Delaware
$143K +$28.9K +1,000 +28%
PHK
171
Point72 Hong Kong
Hong Kong
$138K +$128K +4,433 New
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$133K -$2.13K -74 -2%
AIP
173
Ameritas Investment Partners
Nebraska
$132K
TAM
174
Tyers Asset Management
Texas
$126K +$26.3K +912 +29%
Simplex Trading
175
Simplex Trading
Illinois
$121K -$246K -8,524 -69%

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.