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La-Z-Boy

236 hedge funds and large institutions have $1.41B invested in La-Z-Boy in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 14

19% more capital invested

Capital invested by funds: $1.19B → $1.41B (+$223M)

17% more funds holding

Funds holding: 201236 (+35)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 91.89%91.85% (-0.05%)

10% less call options, than puts

Call options by funds: $2.31M | Put options by funds: $2.58M

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

Holders
236
Holders Change
+35
Holders Change %
+17.41%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
50
Increased
63
Reduced
78
Closed
14
Calls
$2.31M
Puts
$2.58M
Net Calls
-$270K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
201
Ladenburg Thalmann Financial Services
Florida
$67K +$21.2K +670 +49%
CG
202
Cutler Group
California
$49K -$3.16K -100 -6%
LIA
203
LS Investment Advisors
Michigan
$49K
Point72 Asset Management
204
Point72 Asset Management
Connecticut
$46K -$1.83M -57,871 -98%
SWA
205
Sutton Wealth Advisors
Florida
$32.8K
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$31K -$36.9K -1,169 -56%
BBHC
207
Brown Brothers Harriman & Co
New York
$30K
PFBT
208
Parkside Financial Bank & Trust
Missouri
$30K +$347 +11 +1%
FHA
209
First Horizon Advisors
Tennessee
$30K +$29.4K +932 New
PCM
210
Penserra Capital Management
California
$28K +$26.9K +852 New
Fidelity Investments
211
Fidelity Investments
Massachusetts
$20K
VCM
212
Versant Capital Management
Arizona
$20K +$3.06K +97 +18%
GWM
213
Geneos Wealth Management
Colorado
$18K
WAM
214
Wealthspire Advisors (Maryland)
Maryland
$18K +$379 +12 +2%
NFG
215
Next Financial Group
Texas
$16K
NSIM
216
North Star Investment Management
Illinois
$16K
NFH
217
NEXT Financial Holdings
Texas
$16K +$15.8K +500 New
SIC
218
Salem Investment Counselors
North Carolina
$16K +$15.8K +500 New
LFA
219
Legacy Financial Advisors
Kentucky
$13K
PCG
220
Private Capital Group
Connecticut
$13K +$12.8K +404 New
AIM
221
Assured Investment Management
New York
$8K -$1.16M -36,779 -99%
GAM
222
Gemmer Asset Management
California
$7K
AQA
223
Alpha Quant Advisors
Texas
$6K -$4.45K -141 -43%
BL
224
Balentine LLC
Georgia
$6K
MNBTD
225
Moody National Bank Trust Division
Texas
$6K

LZB Hedge Fund Activity: Q1 2019 in Review

236 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2019, worth a combined $1.41B — up 19% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new LZB positions and 14 closed out — a net gain of 36 holders — while 63 added to existing stakes and 78 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $10.3M. The largest seller was Royce & Associates, cutting an estimated $8.25M.

  • 236 institutional investors held La-Z-Boy (LZB) as of Q1 2019, up from 201 in Q4 2018.
  • Funds reported $1.41B of La-Z-Boy stock for Q1 2019, up 19% quarter-over-quarter.
  • 50 funds opened new La-Z-Boy positions in Q1 2019 and 14 closed out, a net change of +36 holders.
  • The largest La-Z-Boy buyer in Q1 2019 was Maverick Capital, an estimated $10.3M added.
  • The largest La-Z-Boy seller in Q1 2019 was Royce & Associates, an estimated $8.25M sold.

Based on aggregated 13F filings for Q1 2019.