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La-Z-Boy

206 hedge funds and large institutions have $1.33B invested in La-Z-Boy in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

0.23% more ownership

Funds ownership: 91.85%92.08% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $1.41B → $1.33B (-$80.6M)

13% less funds holding

Funds holding: 236206 (-30)

13% less call options, than puts

Call options by funds: $1.61M | Put options by funds: $1.86M

54% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 46

Holders
206
Holders Change
-30
Holders Change %
-12.71%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
81
Reduced
66
Closed
46
Calls
$1.61M
Puts
$1.86M
Net Calls
-$243K
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
NIT
176
NumerixS Investment Technologies
British Columbia, Canada
$126K +$42.4K +1,300 +46%
AIP
177
Ameritas Investment Partners
Nebraska
$119K
Victory Capital Management
178
Victory Capital Management
Texas
$107K -$198K -6,086 -63%
AG
179
Advisor Group
Arizona
$103K -$15K -459 -12%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$79K
Robeco Institutional Asset Management
181
Robeco Institutional Asset Management
Netherlands
$73K
LTFS
182
Ladenburg Thalmann Financial Services
Florida
$54K -$9.49K -291 -14%
LIA
183
LS Investment Advisors
Michigan
$46K
QT
184
Quantbot Technologies
New York
$38K +$41.5K +1,272 New
PCM
185
Penserra Capital Management
California
$37K +$12.4K +380 +45%
SWA
186
Sutton Wealth Advisors
Florida
$30.5K
FHA
187
First Horizon Advisors
Tennessee
$28K
PCM
188
Prelude Capital Management
New York
$25K +$26.1K +800 New
AAM
189
Advisors Asset Management
Colorado
$21K +$22.8K +699 New
Fidelity Investments
190
Fidelity Investments
Massachusetts
$18K +$848 +26 +4%
GWM
191
Geneos Wealth Management
Colorado
$17K
NFG
192
Next Financial Group
Texas
$15K
VCM
193
Versant Capital Management
Arizona
$14K -$4.53K -139 -22%
PFBT
194
Parkside Financial Bank & Trust
Missouri
$12K -$16.6K -508 -56%
GAM
195
Gemmer Asset Management
California
$8K +$1.56K +48 +23%
BL
196
Balentine LLC
Georgia
$6K
LWM
197
Liberty Wealth Management
California
$6K +$33 +1 +0.5%
Toronto Dominion Bank
198
Toronto Dominion Bank
Ontario, Canada
$4K -$285K -8,750 -97%
W
199
WealthStone
Ohio
$3.13K +$3.33K +102 New
SPIA
200
Steward Partners Investment Advisory
New York
$3K +$3.26K +100 New

LZB Hedge Fund Activity: Q2 2019 in Review

206 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2019, worth a combined $1.33B — down 5.7% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of LZB and 21 opened new positions — a net loss of 25 holders — while 66 trimmed existing stakes and 81 added.

The largest buyer was Nuveen, adding an estimated $12.7M. The largest seller was Boston Partners, cutting an estimated $19.2M.

  • 206 institutional investors held La-Z-Boy (LZB) as of Q2 2019, down from 236 in Q1 2019.
  • Funds reported $1.33B of La-Z-Boy stock for Q2 2019, down 5.7% quarter-over-quarter.
  • 21 funds opened new La-Z-Boy positions in Q2 2019 and 46 closed out, a net change of -25 holders.
  • The largest La-Z-Boy buyer in Q2 2019 was Nuveen, an estimated $12.7M added.
  • The largest La-Z-Boy seller in Q2 2019 was Boston Partners, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2019.