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La-Z-Boy

188 hedge funds and large institutions have $1.13B invested in La-Z-Boy in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

2.53% less ownership

Funds ownership: 89.97%87.44% (-2.5%)

12% less funds holding

Funds holding: 214188 (-26)

20% less capital invested

Capital invested by funds: $1.41B → $1.13B (-$278M)

42% less call options, than puts

Call options by funds: $1.11M | Put options by funds: $1.91M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

55% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 42

Holders
188
Holders Change
-26
Holders Change %
-12.15%
% of All Funds
4.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
69
Reduced
68
Closed
42
Calls
$1.11M
Puts
$1.91M
Net Calls
-$802K
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
176
North Star Investment Management
Illinois
$13K
VCM
177
Versant Capital Management
Arizona
$12K -$3.38K -116 -20%
Bessemer Group
178
Bessemer Group
New Jersey
$11K -$289K -9,900 -96%
WAM
179
Wealthspire Advisors (Maryland)
Maryland
$11K +$2.04K +70 +22%
GAM
180
Gemmer Asset Management
California
$7K +$4.4K +151 +151%
Parallax Volatility Advisers
181
Parallax Volatility Advisers
California
$6K +$6.79K +233 New
Envestnet Asset Management
182
Envestnet Asset Management
Illinois
$4K -$1.75K -60 -23%
HR
183
Howe & Rusling
New York
$4K
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$3K
SPIA
185
Steward Partners Investment Advisory
New York
$2K
AG
186
Advisor Group
Arizona
$1K
QCG
187
Quadrant Capital Group
Ohio
$1K
Walleye Trading
188
Walleye Trading
New York
$72 -$328K -11,255 -81%
Renaissance Technologies
189
Renaissance Technologies
New York
-$6.55M -201,676 Closed
OCG
190
Opus Capital Group
Ohio
-$4.59M -141,279 Closed
Squarepoint
191
Squarepoint
New York
-$3.31M -101,873 Closed
WI
192
WBI Investments
New Jersey
-$2.06M -63,463 Closed
DTL
193
Dynamic Technology Lab
Singapore
-$1.91M -58,674 Closed
HCM
194
Highbridge Capital Management
New York
-$1.85M -56,956 Closed
MAM
195
Martingale Asset Management
Massachusetts
-$1.57M -48,204 Closed
ARTA
196
A.R.T. Advisors
New York
-$1.39M -42,900 Closed
TI
197
Trexquant Investment
Connecticut
-$1.24M -38,029 Closed
PG
198
PEAK6 Group
Illinois
-$1.11M -34,090 Closed
TCM
199
Tributary Capital Management
Nebraska
-$1.01M -31,100 Closed
WG
200
Winton Group
United Kingdom
-$839K -25,803 Closed

LZB Hedge Fund Activity: Q3 2017 in Review

188 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2017, worth a combined $1.13B — down 20% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of LZB and 19 opened new positions — a net loss of 23 holders — while 68 trimmed existing stakes and 69 added.

The largest buyer was Boston Partners, adding an estimated $8.67M. The largest seller was Franklin Resources, cutting an estimated $15.5M.

  • 188 institutional investors held La-Z-Boy (LZB) as of Q3 2017, down from 214 in Q2 2017.
  • Funds reported $1.13B of La-Z-Boy stock for Q3 2017, down 20% quarter-over-quarter.
  • 19 funds opened new La-Z-Boy positions in Q3 2017 and 42 closed out, a net change of -23 holders.
  • The largest La-Z-Boy buyer in Q3 2017 was Boston Partners, an estimated $8.67M added.
  • The largest La-Z-Boy seller in Q3 2017 was Franklin Resources, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2017.