La-Z-Boy
LZB
203 hedge funds and large institutions have $1.19B invested in La-Z-Boy in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 9 closing their positions.
193% more call options, than puts
Call options by funds: $958K | Put options by funds: $327K
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
6% more funds holding
Funds holding: 192 → 203 (+11)
5% more capital invested
Capital invested by funds: $1.14B → $1.19B (+$54.1M)
0.99% more ownership
Funds ownership: 86.58% → 87.57% (+0.99%)
13% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 75
Top Buyers
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$24.2M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$14.1M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
+$5.58M |
| 4 |
GAM
Gotham Asset Management
New York
|
+$5.28M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.77M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QCG
201
Quadrant Capital Group
Cincinnati,
Ohio
| $1K | – | – | – |
|
|
AG
202
Advisor Group
Phoenix,
Arizona
| $1K | +$1.18K | +45 | New |
|
203
Adage Capital Partners
Boston,
Massachusetts
| – | -$22.9M | -856,857 | Closed |
|
|
SCA
204
Secor Capital Advisors
New York
| – | -$1.82M | -68,140 | Closed |
|
|
BIM
205
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| – | -$740K | -27,696 | Closed |
|
|
RA
206
Rational Advisors
Huntington,
New York
| – | -$622K | -23,250 | Closed |
|
|
CIC
207
Cornercap Investment Counsel
Atlanta,
Georgia
| – | -$539K | -20,155 | Closed |
|
208
Marshall Wace
London,
United Kingdom
| – | -$480K | -17,942 | Closed |
|
|
PAM
209
Princeton Alpha Management
Princeton Junction,
New Jersey
| – | -$459K | -17,175 | Closed |
|
|
GC
210
Gratia Capital
Los Angeles,
California
| – | -$260K | -9,711 | Closed |
|
|
LCM
211
Laurion Capital Management
New York
| – | -$230K | -8,600 | Closed |
|
|
KTC
212
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | +$367 | +14 | New |
|
LZB Hedge Fund Activity: Q2 2016 in Review
203 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2016, worth a combined $1.19B — up 4.8% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new LZB positions and 9 closed out — a net gain of 14 holders — while 65 added to existing stakes and 75 trimmed.
The largest buyer was Vaughan Nelson Investment Management, adding an estimated $24.2M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $22.9M sold.
- 203 institutional investors held La-Z-Boy (LZB) as of Q2 2016, up from 192 in Q1 2016.
- Funds reported $1.19B of La-Z-Boy stock for Q2 2016, up 4.8% quarter-over-quarter.
- 23 funds opened new La-Z-Boy positions in Q2 2016 and 9 closed out, a net change of +14 holders.
- The largest La-Z-Boy buyer in Q2 2016 was Vaughan Nelson Investment Management, an estimated $24.2M added.
- The largest La-Z-Boy seller in Q2 2016 was Adage Capital Partners, an estimated $22.9M sold.
Based on aggregated 13F filings for Q2 2016.