La-Z-Boy
178 hedge funds and large institutions have $1.09B invested in La-Z-Boy in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 47 reducing their positions, and 26 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 47
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
47% more call options, than puts
Call options by funds: $983K | Put options by funds: $667K
2.47% more ownership
Funds ownership: 86.63% → 89.1% (+2.5%)
4% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 26
1% less funds holding
Funds holding: 180 → 178 (-2)
6% less capital invested
Capital invested by funds: $1.16B → $1.09B (-$69.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$16.7M |
| 2 |
CCS
Crosspoint Capital Strategies
Orinda,
California
|
+$15M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$13.2M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$9.06M |
| 5 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$7.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$35.7M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$16.3M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$8.26M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$4.88M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$3.85M |
LZB Hedge Fund Activity: Q4 2015 in Review
178 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2015, worth a combined $1.09B — down 6% from $1.16B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of LZB and 25 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 86 added.
The largest buyer was Prudential Financial, adding an estimated $16.7M. The largest seller was Victory Capital Management, cutting an estimated $35.7M.
- 178 institutional investors held La-Z-Boy (LZB) as of Q4 2015, down from 180 in Q3 2015.
- Funds reported $1.09B of La-Z-Boy stock for Q4 2015, down 6% quarter-over-quarter.
- 25 funds opened new La-Z-Boy positions in Q4 2015 and 26 closed out, a net change of -1 holder.
- The largest La-Z-Boy buyer in Q4 2015 was Prudential Financial, an estimated $16.7M added.
- The largest La-Z-Boy seller in Q4 2015 was Victory Capital Management, an estimated $35.7M sold.
Based on aggregated 13F filings for Q4 2015.