We are live on ! Find out more
LZB icon

La-Z-Boy

169 hedge funds and large institutions have $1.2B invested in La-Z-Boy in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $2.41M | Put options by funds: $2.34M

0.01% more ownership

Funds ownership: 84.78%84.78% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

8% less funds holding

Funds holding: 183169 (-14)

13% less capital invested

Capital invested by funds: $1.38B → $1.2B (-$179M)

38% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 37

Holders
169
Holders Change
-14
Holders Change %
-7.65%
% of All Funds
4.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
23
Increased
61
Reduced
67
Closed
37
Calls
$2.41M
Puts
$2.34M
Net Calls
+$74K
Net Calls Change
-$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$110M +$11.8M +431,601 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.8M +$7.26M +265,705 +8%
State Street
3
State Street
Massachusetts
$82.9M +$20.4M +745,719 +32%
BFA
4
BlackRock Fund Advisors
California
$77.8M -$29.5K -1,079 -0%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$68.2M -$721K -26,395 -1%
Invesco
6
Invesco
Georgia
$47.6M -$8.92M -326,209 -16%
BIT
7
BlackRock Institutional Trust
California
$39.2M +$1.03M +37,717 +3%
MCM
8
Munder Capital Management
Michigan
$38.8M +$1.35M +49,437 +4%
SAM
9
Silvercrest Asset Management
New York
$35.8M +$3.35M +122,549 +10%
Northern Trust
10
Northern Trust
Illinois
$30.7M -$1.51M -55,355 -5%
PCMI
11
Paradigm Capital Management Inc
New York
$29.5M -$3.75M -137,200 -11%
Victory Capital Management
12
Victory Capital Management
Texas
$28.8M +$2.43M +88,832 +9%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$26.1M -$3.19M -116,747 -11%
AI
14
ArchPoint Investors
Florida
$23.2M
VOYA Investment Management
15
VOYA Investment Management
Georgia
$22.5M +$1.34M +49,050 +6%
O
16
OppenheimerFunds
New York
$21.1M +$564K +20,640 +3%
JP Morgan Chase
17
JP Morgan Chase
New York
$21.1M -$14.9M -545,778 -41%
RA
18
Royce & Associates
New York
$20M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$18.3M +$697K +25,492 +4%
GAM
20
Gotham Asset Management
New York
$18M +$12.5M +458,613 +222%
GT
21
Glenmede Trust
Pennsylvania
$17.7M +$17.4M +635,101 +3,546%
SAM
22
Skyline Asset Management
Illinois
$17.3M +$4.47M +163,700 +35%
GI
23
GAMCO Investors
Connecticut
$15.4M +$738K +27,000 +5%
MBT
24
Monroe Bank & Trust
Michigan
$15.1M +$8.98M +328,600 +144%
SFM
25
Systematic Financial Management
New Jersey
$13.4M -$145K -5,301 -1%

LZB Hedge Fund Activity: Q1 2014 in Review

169 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2014, worth a combined $1.2B — down 13% from $1.38B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of LZB and 23 opened new positions — a net loss of 14 holders — while 67 trimmed existing stakes and 61 added.

The largest buyer was State Street, adding an estimated $20.4M. The largest seller was Rainier Investment Management, exiting entirely with an estimated $21.4M sold.

  • 169 institutional investors held La-Z-Boy (LZB) as of Q1 2014, down from 183 in Q4 2013.
  • Funds reported $1.2B of La-Z-Boy stock for Q1 2014, down 13% quarter-over-quarter.
  • 23 funds opened new La-Z-Boy positions in Q1 2014 and 37 closed out, a net change of -14 holders.
  • The largest La-Z-Boy buyer in Q1 2014 was State Street, an estimated $20.4M added.
  • The largest La-Z-Boy seller in Q1 2014 was Rainier Investment Management, an estimated $21.4M sold.

Based on aggregated 13F filings for Q1 2014.