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La-Z-Boy

210 hedge funds and large institutions have $1.16B invested in La-Z-Boy in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $871M → $1.16B (+$292M)

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

2% more funds holding

Funds holding: 205210 (+5)

1.62% more ownership

Funds ownership: 92.06%93.68% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 83

79% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $4.74M

Holders
210
Holders Change
+5
Holders Change %
+2.44%
% of All Funds
4.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
66
Reduced
83
Closed
26
Calls
$1.01M
Puts
$4.74M
Net Calls
-$3.73M
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
176
LS Investment Advisors
Michigan
$41K
FHA
177
First Horizon Advisors
Tennessee
$36K +$481 +20 +2%
FQ
178
First Quadrant
California
$35K -$394K -16,396 -93%
Macquarie Group
179
Macquarie Group
Australia
$28K +$24.9K +1,036 New
NSIM
180
North Star Investment Management
Illinois
$27K
SWA
181
Sutton Wealth Advisors
Florida
$26.9K
GT
182
Glenmede Trust
Pennsylvania
$24K +$9.47K +394 +78%
AAM
183
Advisors Asset Management
Colorado
$18K -$337 -14 -2%
PCG
184
Private Capital Group
Connecticut
$18K +$8.34K +347 +104%
Federated Hermes
185
Federated Hermes
Pennsylvania
$15K -$16.2K -673 -56%
GWM
186
Geneos Wealth Management
Colorado
$14K
QCG
187
Quadrant Capital Group
Ohio
$14K +$5.51K +229 +85%
Simplex Trading
188
Simplex Trading
Illinois
$12K -$131K -5,437 -92%
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.66K -$136K -5,639 -95%
CAM
190
ClariVest Asset Management
California
$7K
BL
191
Balentine LLC
Georgia
$5K
LWM
192
Liberty Wealth Management
California
$5K
BCA
193
Berman Capital Advisors
Georgia
$5K +$3.75K +156 +269%
PHK
194
Point72 Hong Kong
Hong Kong
$5K +$4.42K +184 New
QT
195
Quantbot Technologies
New York
$4K +$3.68K +153 New
MAM
196
Meeder Asset Management
Ohio
$3K -$15.2K -634 -86%
IBOK
197
Independence Bank of Kentucky
Kentucky
$3K
SPIA
198
Steward Partners Investment Advisory
New York
$3K
AII
199
AGF Investments Inc
Ontario, Canada
$3K +$2.26K +94 New
OPS
200
Orion Portfolio Solutions
Nebraska
$3K +$2.48K +103 New

LZB Hedge Fund Activity: Q2 2020 in Review

210 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2020, worth a combined $1.16B — up 34% from $871M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new LZB positions and 26 closed out — a net gain of 5 holders — while 66 added to existing stakes and 83 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $10.2M. The largest seller was Bank of America, cutting an estimated $4.71M.

  • 210 institutional investors held La-Z-Boy (LZB) as of Q2 2020, up from 205 in Q1 2020.
  • Funds reported $1.16B of La-Z-Boy stock for Q2 2020, up 34% quarter-over-quarter.
  • 31 funds opened new La-Z-Boy positions in Q2 2020 and 26 closed out, a net change of +5 holders.
  • The largest La-Z-Boy buyer in Q2 2020 was LSV Asset Management, an estimated $10.2M added.
  • The largest La-Z-Boy seller in Q2 2020 was Bank of America, an estimated $4.71M sold.

Based on aggregated 13F filings for Q2 2020.