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La-Z-Boy

207 hedge funds and large institutions have $1.32B invested in La-Z-Boy in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $1.1M

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

26% more capital invested

Capital invested by funds: $1.05B → $1.32B (+$275M)

4% more funds holding

Funds holding: 200207 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 76

1.22% less ownership

Funds ownership: 88.34%87.12% (-1.2%)

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
5.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
72
Reduced
76
Closed
24
Calls
$5.01M
Puts
$1.1M
Net Calls
+$3.91M
Net Calls Change
+$4.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$130M +$4.11M +151,795 +4%
BFA
2
BlackRock Fund Advisors
California
$123M +$14.3M +528,498 +15%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$95.4M +$1.88M +69,512 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$91.4M +$924K +34,139 +1%
SAM
5
Silvercrest Asset Management
New York
$73.6M +$6.98M +257,951 +12%
VNIM
6
Vaughan Nelson Investment Management
Texas
$54.6M +$10.6M +391,225 +29%
BIT
7
BlackRock Institutional Trust
California
$45M +$1.9M +70,102 +5%
Northern Trust
8
Northern Trust
Illinois
$38M -$881K -32,550 -3%
Invesco
9
Invesco
Georgia
$37.1M -$966K -35,702 -3%
State Street
10
State Street
Massachusetts
$36.2M +$1.26M +46,641 +4%
Franklin Resources
11
Franklin Resources
California
$32M
Norges Bank
12
Norges Bank
Norway
$28.2M +$5.58M +206,000 +29%
SAM
13
Skyline Asset Management
Illinois
$26.1M -$1.58M -58,400 -7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$24.8M +$1.54M +57,062 +8%
AI
15
ArchPoint Investors
Florida
$18.9M -$6.65M -245,794 -29%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$18.5M +$2.46M +90,819 +18%
NIMC
17
NWQ Investment Management Company
California
$16.5M -$6.04M -222,994 -30%
TA
18
Teachers Advisors
New York
$16.3M +$1.82M +67,083 +15%
Prudential Financial
19
Prudential Financial
New Jersey
$15.3M -$1.86M -68,880 -12%
GI
20
GAMCO Investors
Connecticut
$15M -$10.8K -400 -0.1%
Morgan Stanley
21
Morgan Stanley
New York
$14.9M -$953K -35,190 -7%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$13.9M -$2.01M -74,341 -14%
NI
23
Numeric Investors
Massachusetts
$13.3M +$5.63M +208,107 +94%
N
24
Nuveen
North Carolina
$13.2M +$3.1M +114,448 +37%
TCIM
25
TIAA CREF Investment Management
New York
$12.8M +$93.7K +3,462 +0.8%

LZB Hedge Fund Activity: Q4 2016 in Review

207 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2016, worth a combined $1.32B — up 26% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LZB positions and 24 closed out — a net gain of 10 holders — while 72 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $14.3M. The largest seller was Glenmede Trust, cutting an estimated $33.6M.

  • 207 institutional investors held La-Z-Boy (LZB) as of Q4 2016, up from 200 in Q3 2016.
  • Funds reported $1.32B of La-Z-Boy stock for Q4 2016, up 26% quarter-over-quarter.
  • 34 funds opened new La-Z-Boy positions in Q4 2016 and 24 closed out, a net change of +10 holders.
  • The largest La-Z-Boy buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $14.3M added.
  • The largest La-Z-Boy seller in Q4 2016 was Glenmede Trust, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2016.