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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
BlackRock
1
BlackRock
New York
$191M -$9.9M -352,616 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$145M -$684K -24,382 -0.5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$107M +$2.12M +75,532 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$98M +$513K +18,264 +0.6%
SAM
5
Silvercrest Asset Management
New York
$74.6M -$3.03M -107,884 -5%
Norges Bank
6
Norges Bank
Norway
$42.1M +$4.05M +144,154 +13%
Northern Trust
7
Northern Trust
Illinois
$40.8M +$583K +20,775 +2%
State Street
8
State Street
Massachusetts
$40.6M +$996K +35,483 +3%
Invesco
9
Invesco
Georgia
$37.3M +$588K +20,961 +2%
N
10
Nuveen
North Carolina
$28.8M +$6.57M +234,185 +36%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$26M -$658K -23,443 -3%
Boston Partners
12
Boston Partners
Massachusetts
$24.8M +$21.4M +762,262 New
Franklin Resources
13
Franklin Resources
California
$23.1M -$4.7M -167,534 -19%
Millennium Management
14
Millennium Management
New York
$22.6M +$17.3M +615,493 +760%
Ameriprise
15
Ameriprise
Minnesota
$20.6M +$3.96M +140,951 +29%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$19.9M -$1.24M -44,240 -7%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$19.4M +$9.96M +354,703 +147%
AI
18
ArchPoint Investors
Florida
$17.6M -$5.61K -200 -0%
TA
19
Teachers Advisors
New York
$16.5M +$92.5K +3,294 +0.7%
JP Morgan Chase
20
JP Morgan Chase
New York
$15.4M +$8.05M +286,854 +154%
Two Sigma Investments
21
Two Sigma Investments
New York
$14.9M +$12.9M +459,620 New
GI
22
GAMCO Investors
Connecticut
$14.1M -$1.31M -46,750 -10%
Prudential Financial
23
Prudential Financial
New Jersey
$13.7M -$7.95M -283,380 -40%
Charles Schwab
24
Charles Schwab
California
$13.3M +$2.55M +90,965 +29%
Principal Financial Group
25
Principal Financial Group
Iowa
$13M -$67.2K -2,394 -0.6%

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.