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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
SEI Investments
176
SEI Investments
Pennsylvania
$78K -$359K -12,455 -83%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$72K +$12.7K +440 +23%
MOACM
178
Mutual of America Capital Management
New York
$56K -$43.3K -1,500 -45%
SIC
179
Salem Investment Counselors
North Carolina
$56K
Federated Hermes
180
Federated Hermes
Pennsylvania
$53K -$1.3K -45 -3%
LTFS
181
Ladenburg Thalmann Financial Services
Florida
$46K +$173 +6 +0.4%
LIA
182
LS Investment Advisors
Michigan
$44K -$8.11K -281 -17%
Pacer Advisors
183
Pacer Advisors
Pennsylvania
$33K -$17.8K -617 -37%
SWA
184
Sutton Wealth Advisors
Florida
$31K
PFBT
185
Parkside Financial Bank & Trust
Missouri
$28K -$317 -11 -1%
TRCT
186
Tower Research Capital (TRC)
New York
$24K -$130K -4,502 -85%
MAM
187
Meeder Asset Management
Ohio
$24K -$4.44K -154 -16%
BL
188
Balentine LLC
Georgia
$23K
VCM
189
Versant Capital Management
Arizona
$20K +$5.51K +191 +40%
IA
190
IFP Advisors
Florida
$17K -$3.49K -121 -18%
WAM
191
Wealthspire Advisors (Maryland)
Maryland
$17K +$4.04K +140 +35%
NSIM
192
North Star Investment Management
Illinois
$16K
DCM
193
Delpha Capital Management
New York
$14K +$13.3K +461 New
CA
194
Calton & Associates
Florida
$9K +$8.48K +294 New
GAM
195
Gemmer Asset Management
California
$8K +$548 +19 +8%
FMA
196
FNY Managed Accounts
New York
$7K +$6.69K +232 New
GT
197
Glenmede Trust
Pennsylvania
$6K -$336K -11,659 -98%
Envestnet Asset Management
198
Envestnet Asset Management
Illinois
$6K
RBA
199
Richard Bernstein Advisors
New York
$6K +$5.77K +200 New
RFC
200
Regions Financial Corp
Alabama
$5K +$4.24K +147 New

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.