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La-Z-Boy

203 hedge funds and large institutions have $1.19B invested in La-Z-Boy in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $958K | Put options by funds: $327K

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

6% more funds holding

Funds holding: 192203 (+11)

5% more capital invested

Capital invested by funds: $1.14B → $1.19B (+$54.1M)

0.99% more ownership

Funds ownership: 86.58%87.57% (+0.99%)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

Holders
203
Holders Change
+11
Holders Change %
+5.73%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
65
Reduced
75
Closed
9
Calls
$958K
Puts
$327K
Net Calls
+$631K
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
176
LS Investment Advisors
Michigan
$52K +$2.02K +77 +4%
MOACM
177
Mutual of America Capital Management
New York
$50K
CG
178
Cutler Group
California
$46K +$43.3K +1,655 New
CF
179
CenterStar Fund
Illinois
$45K
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$44K +$4.29K +164 +12%
AIM
181
Arcadia Investment Management
Michigan
$38K +$35.3K +1,350 New
Group One Trading
182
Group One Trading
Illinois
$36K -$5.24K -200 -13%
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$31K
SWA
184
Sutton Wealth Advisors
Florida
$27.7K
PAM
185
Paradigm Asset Management
New York
$22.3K
IA
186
IFP Advisors
Florida
$18K +$17.4K +664 New
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$16K
ASN
188
Advisory Services Network
Georgia
$15K +$13.7K +525 New
NSIM
189
North Star Investment Management
Illinois
$14K
BL
190
Balentine LLC
Georgia
$13K
FHA
191
First Horizon Advisors
Tennessee
$12K
FPFS
192
First Personal Financial Services
North Carolina
$12K +$10.9K +415 New
Loomis, Sayles & Company
193
Loomis, Sayles & Company
Massachusetts
$11K
MFS
194
MSI Financial Services
Massachusetts
$10K +$7.86K +300 +390%
HR
195
Howe & Rusling
New York
$4K
Barclays
196
Barclays
United Kingdom
$3K -$7.54K -288 -69%
VCM
197
Versant Capital Management
Arizona
$2K
WA
198
WFG Advisors
Texas
$2K
GAM
199
Gemmer Asset Management
California
$1K -$916 -35 -42%
QI
200
QS Investors
New York
$1K

LZB Hedge Fund Activity: Q2 2016 in Review

203 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2016, worth a combined $1.19B — up 4.8% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new LZB positions and 9 closed out — a net gain of 14 holders — while 65 added to existing stakes and 75 trimmed.

The largest buyer was Vaughan Nelson Investment Management, adding an estimated $24.2M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $22.9M sold.

  • 203 institutional investors held La-Z-Boy (LZB) as of Q2 2016, up from 192 in Q1 2016.
  • Funds reported $1.19B of La-Z-Boy stock for Q2 2016, up 4.8% quarter-over-quarter.
  • 23 funds opened new La-Z-Boy positions in Q2 2016 and 9 closed out, a net change of +14 holders.
  • The largest La-Z-Boy buyer in Q2 2016 was Vaughan Nelson Investment Management, an estimated $24.2M added.
  • The largest La-Z-Boy seller in Q2 2016 was Adage Capital Partners, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2016.