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La-Z-Boy

214 hedge funds and large institutions have $1.41B invested in La-Z-Boy in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

23% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 64

22% more capital invested

Capital invested by funds: $1.15B → $1.41B (+$259M)

9% more funds holding

Funds holding: 197214 (+17)

2.45% more ownership

Funds ownership: 87.52%89.97% (+2.4%)

Holders
214
Holders Change
+17
Holders Change %
+8.63%
% of All Funds
5.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
39
Increased
79
Reduced
64
Closed
22
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$125K -$10.4K -371 -9%
EP
177
Elkfork Partners
Oregon
$115K +$45.1K +1,606 +83%
RCM
178
Riverhead Capital Management
Delaware
$95K +$40.1K +1,428 +95%
CCMH
179
Cornerstone Capital Management Holdings
New York
$88K -$1.51M -53,845 -95%
TAM
180
Tyers Asset Management
Texas
$84K +$32.8K +1,168 +83%
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$84K +$72.2K +2,571 New
MOACM
182
Mutual of America Capital Management
New York
$72K
PHK
183
Point72 Hong Kong
Hong Kong
$71K -$52.3K -1,864 -46%
DZ Bank
184
DZ Bank
Germany
$63K
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$61K +$16.3K +579 +45%
Federated Hermes
186
Federated Hermes
Pennsylvania
$60K -$469K -16,692 -90%
SIC
187
Salem Investment Counselors
North Carolina
$59K -$50.8K -1,811 -50%
LIA
188
LS Investment Advisors
Michigan
$55K
MAM
189
Meeder Asset Management
Ohio
$53K +$38.9K +1,386 +544%
Acadian Asset Management
190
Acadian Asset Management
Massachusetts
$52K +$44.5K +1,585 New
LTFS
191
Ladenburg Thalmann Financial Services
Florida
$49K +$5.98K +213 +17%
AIM
192
Acrospire Investment Management
Illinois
$42K -$2.78K -99 -7%
Pacer Advisors
193
Pacer Advisors
Pennsylvania
$35K +$30K +1,068 New
SWA
194
Sutton Wealth Advisors
Florida
$32.3K
BL
195
Balentine LLC
Georgia
$24K
PFBT
196
Parkside Financial Bank & Trust
Missouri
$22K +$18.4K +656 +1,929%
IA
197
IFP Advisors
Florida
$21K +$2.89K +103 +19%
VCM
198
Versant Capital Management
Arizona
$19K +$10K +357 +154%
NSIM
199
North Star Investment Management
Illinois
$16K
PMFA
200
Plante Moran Financial Advisors
Michigan
$13K +$11.2K +400 New

LZB Hedge Fund Activity: Q2 2017 in Review

214 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2017, worth a combined $1.41B — up 22% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new LZB positions and 22 closed out — a net gain of 17 holders — while 79 added to existing stakes and 64 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $21.4M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $24.1M sold.

  • 214 institutional investors held La-Z-Boy (LZB) as of Q2 2017, up from 197 in Q1 2017.
  • Funds reported $1.41B of La-Z-Boy stock for Q2 2017, up 22% quarter-over-quarter.
  • 39 funds opened new La-Z-Boy positions in Q2 2017 and 22 closed out, a net change of +17 holders.
  • The largest La-Z-Boy buyer in Q2 2017 was Boston Partners, an estimated $21.4M added.
  • The largest La-Z-Boy seller in Q2 2017 was Balyasny Asset Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2017.