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La-Z-Boy
LZB

197 hedge funds and large institutions have $1.15B invested in La-Z-Boy in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $821K

0.4% more ownership

Funds ownership: 87.12% → 87.52% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 207 → 197 (-10)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

13% less capital invested

Capital invested by funds: $1.32B → $1.15B (-$169M)

14% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 78

Holders
197
Holders Change
-10
Holders Change %
-4.83%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
67
Reduced
78
Closed
28
Calls
$3.25M
Puts
$821K
Net Calls
+$2.42M
Net Calls Change
-$1.48M

Top Buyers

1
BlackRock
BlackRock
New York
+$177M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$25.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$7.82M
4
OCG
Opus Capital Group
Ohio
+$6.98M
5
Norges Bank
Norges Bank
Norway
+$6.89M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$25.1M
2
NI
Numeric Investors
Massachusetts
-$13.3M
3
Morgan Stanley
Morgan Stanley
New York
-$7M
4
Franklin Resources
Franklin Resources
California
-$4.3M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
– -$2.25M -79,390 Closed
CIP
202
Convergence Investment Partners
Florida
– -$1.5M -48,168 Closed
SCA
203
Secor Capital Advisors
New York
– -$1.39M -44,739 Closed
Credit Agricole
204
Credit Agricole
France
– -$1.39M -44,650 Closed
WI
205
WBI Investments
New Jersey
– -$1.27M -40,876 Closed
Renaissance Technologies
206
Renaissance Technologies
New York
– -$770K -24,800 Closed
Russell Investments Group
207
Russell Investments Group
United Kingdom
– -$555K -17,500 Closed
HSBC Holdings
208
HSBC Holdings
United Kingdom
– -$486K -15,653 Closed
BCM
209
Bayesian Capital Management
New York
– -$417K -13,425 Closed
Acadian Asset Management
210
Acadian Asset Management
Massachusetts
– -$396K -12,763 Closed
CMANY
211
Capital Management Associates (New York)
New York
– -$373K -12,000 Closed
IR
212
Invictus RG
Bermuda
– -$359K -11,550 Closed
Verition Fund Management
213
Verition Fund Management
Connecticut
– -$356K -11,451 Closed
ProShare Advisors
214
ProShare Advisors
Maryland
– -$279K -8,975 Closed
SB
215
Suntrust Banks
Georgia
– -$255K -8,234 Closed
Two Sigma Investments
216
Two Sigma Investments
New York
– -$247K -7,967 Closed
Marshall Wace
217
Marshall Wace
United Kingdom
– -$224K -7,215 Closed
PAM
218
Princeton Alpha Management
New Jersey
– -$215K -6,929 Closed
AB
219
Amalgamated Bank
New York
– -$205K -6,613 Closed
Simplex Trading
220
Simplex Trading
Illinois
– -$162K -5,724 Closed
NFG
221
Next Financial Group
Texas
– -$16K -500 Closed
EF
222
Empirical Finance
Pennsylvania
– -$10K -301 Closed
IUHSA
223
Itau Unibanco Holding S.A.
Brazil
– -$5K -150 Closed
GWM
224
Geneos Wealth Management
Colorado
– -$2K -70 Closed
WA
225
WFG Advisors
Texas
– -$2K -69 Closed
5 6 7 8
9

LZB Hedge Fund Activity: Q1 2017 in Review

197 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2017, worth a combined $1.15B — down 13% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of LZB and 25 opened new positions — a net loss of 3 holders — while 78 trimmed existing stakes and 67 added.

The largest buyer was BlackRock, adding an estimated $177M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $25.1M.

  • 197 institutional investors held La-Z-Boy (LZB) as of Q1 2017, down from 207 in Q4 2016.
  • Funds reported $1.15B of La-Z-Boy stock for Q1 2017, down 13% quarter-over-quarter.
  • 25 funds opened new La-Z-Boy positions in Q1 2017 and 28 closed out, a net change of -3 holders.
  • The largest La-Z-Boy buyer in Q1 2017 was BlackRock, an estimated $177M added.
  • The largest La-Z-Boy seller in Q1 2017 was Vaughan Nelson Investment Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2017.