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La-Z-Boy

214 hedge funds and large institutions have $1.41B invested in La-Z-Boy in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

23% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 64

22% more capital invested

Capital invested by funds: $1.15B → $1.41B (+$259M)

9% more funds holding

Funds holding: 197214 (+17)

2.45% more ownership

Funds ownership: 87.52%89.97% (+2.4%)

Holders
214
Holders Change
+17
Holders Change %
+8.63%
% of All Funds
5.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
39
Increased
79
Reduced
64
Closed
22
Calls
$3.77M
Puts
Net Calls
+$3.77M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
201
Group One Trading
Illinois
$12K -$44.9K -1,598 -81%
WAM
202
Wealthspire Advisors (Maryland)
Maryland
$11K -$52.2K -1,861 -85%
Envestnet Asset Management
203
Envestnet Asset Management
Illinois
$8K
MPWT
204
MassMutual Private Wealth & Trust
Connecticut
$6.01K +$5.19K +185 New
GT
205
Glenmede Trust
Pennsylvania
$5K
HR
206
Howe & Rusling
New York
$5K
GAM
207
Gemmer Asset Management
California
$3K
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$3K
SPIA
209
Steward Partners Investment Advisory
New York
$3K +$2.81K +100 New
BTIS
210
BB&T Investment Services
North Carolina
$2K +$1.57K +56 New
AG
211
Advisor Group
Arizona
$1K
QI
212
QS Investors
New York
$1K
Walleye Trading
213
Walleye Trading
New York
$453 +$200K +7,112 +104%
Balyasny Asset Management
214
Balyasny Asset Management
Illinois
-$24.1M -891,357 Closed
VNIM
215
Vaughan Nelson Investment Management
Texas
-$23.6M -872,725 Closed
Fiera Capital (Canada)
216
Fiera Capital (Canada)
Quebec, Canada
-$8.43M -312,353 Closed
Natixis Advisors
217
Natixis Advisors
Massachusetts
-$3.14M -116,286 Closed
RJA
218
Raymond James & Associates
Florida
-$2.31M -85,630 Closed
JIR
219
James Investment Research
Ohio
-$1.78M -65,808 Closed
LCM
220
Landscape Capital Management
New Jersey
-$1.32M -49,066 Closed
Stifel Financial
221
Stifel Financial
Missouri
-$951K -35,288 Closed
QIM
222
Quantitative Investment Management
Virginia
-$901K -33,400 Closed
BPM
223
Bowling Portfolio Management
Ohio
-$619K -22,931 Closed
MWA
224
Marshall Wace Asia
Hong Kong
-$584K -21,615 Closed
QT
225
Quantbot Technologies
New York
-$472K -17,517 Closed

LZB Hedge Fund Activity: Q2 2017 in Review

214 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2017, worth a combined $1.41B — up 22% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new LZB positions and 22 closed out — a net gain of 17 holders — while 79 added to existing stakes and 64 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $21.4M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $24.1M sold.

  • 214 institutional investors held La-Z-Boy (LZB) as of Q2 2017, up from 197 in Q1 2017.
  • Funds reported $1.41B of La-Z-Boy stock for Q2 2017, up 22% quarter-over-quarter.
  • 39 funds opened new La-Z-Boy positions in Q2 2017 and 22 closed out, a net change of +17 holders.
  • The largest La-Z-Boy buyer in Q2 2017 was Boston Partners, an estimated $21.4M added.
  • The largest La-Z-Boy seller in Q2 2017 was Balyasny Asset Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2017.