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La-Z-Boy

207 hedge funds and large institutions have $1.32B invested in La-Z-Boy in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $1.1M

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

26% more capital invested

Capital invested by funds: $1.05B → $1.32B (+$275M)

4% more funds holding

Funds holding: 200207 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 76

1.22% less ownership

Funds ownership: 88.34%87.12% (-1.2%)

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
5.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
72
Reduced
76
Closed
24
Calls
$5.01M
Puts
$1.1M
Net Calls
+$3.91M
Net Calls Change
+$4.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
176
Wealthspire Advisors (Maryland)
Maryland
$78K +$3.79K +140 +6%
EP
177
Elkfork Partners
Oregon
$74K +$64.3K +2,376 New
MOACM
178
Mutual of America Capital Management
New York
$68K
LCM
179
Legato Capital Management
California
$62.2K +$54.3K +2,004 New
DZ Bank
180
DZ Bank
Germany
$60K +$53.1K +1,961 New
RCM
181
Riverhead Capital Management
Delaware
$59K
LIA
182
LS Investment Advisors
Michigan
$58K
Federated Hermes
183
Federated Hermes
Pennsylvania
$56K -$3.71K -137 -7%
TAM
184
Tyers Asset Management
Texas
$54K +$46.8K +1,728 New
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$41K -$1.16K -43 -3%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$40K
Envestnet Asset Management
187
Envestnet Asset Management
Illinois
$33K -$75.7K -2,797 -72%
SWA
188
Sutton Wealth Advisors
Florida
$30.9K
BJ
189
BlackRock Japan
Japan
$26K -$31.6K -1,169 -59%
BL
190
Balentine LLC
Georgia
$23K +$7.31K +270 +59%
IA
191
IFP Advisors
Florida
$18K +$1.08K +40 +7%
NFG
192
Next Financial Group
Texas
$16K
NSIM
193
North Star Investment Management
Illinois
$16K
EF
194
Empirical Finance
Pennsylvania
$10K +$8.15K +301 New
Group One Trading
195
Group One Trading
Illinois
$9K +$8.2K +303 New
GT
196
Glenmede Trust
Pennsylvania
$6K -$33.6M -1,241,315 -100%
IUHSA
197
Itau Unibanco Holding S.A.
Brazil
$5K -$3.25K -120 -44%
HR
198
Howe & Rusling
New York
$5K +$135 +5 +3%
GAM
199
Gemmer Asset Management
California
$3K
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.54K +94 New

LZB Hedge Fund Activity: Q4 2016 in Review

207 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2016, worth a combined $1.32B — up 26% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LZB positions and 24 closed out — a net gain of 10 holders — while 72 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $14.3M. The largest seller was Glenmede Trust, cutting an estimated $33.6M.

  • 207 institutional investors held La-Z-Boy (LZB) as of Q4 2016, up from 200 in Q3 2016.
  • Funds reported $1.32B of La-Z-Boy stock for Q4 2016, up 26% quarter-over-quarter.
  • 34 funds opened new La-Z-Boy positions in Q4 2016 and 24 closed out, a net change of +10 holders.
  • The largest La-Z-Boy buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $14.3M added.
  • The largest La-Z-Boy seller in Q4 2016 was Glenmede Trust, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2016.