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La-Z-Boy

188 hedge funds and large institutions have $1.13B invested in La-Z-Boy in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

2.53% less ownership

Funds ownership: 89.97%87.44% (-2.5%)

12% less funds holding

Funds holding: 214188 (-26)

20% less capital invested

Capital invested by funds: $1.41B → $1.13B (-$278M)

42% less call options, than puts

Call options by funds: $1.11M | Put options by funds: $1.91M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

55% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 42

Holders
188
Holders Change
-26
Holders Change %
-12.15%
% of All Funds
4.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
69
Reduced
68
Closed
42
Calls
$1.11M
Puts
$1.91M
Net Calls
-$802K
Net Calls Change
-$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$159M +$1.14M +39,267 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$119M -$426K -14,599 -0.3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$91.6M +$3.57M +122,418 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$82.2M +$1.13M +38,806 +1%
SAM
5
Silvercrest Asset Management
New York
$66.3M +$5.28M +181,238 +8%
Norges Bank
6
Norges Bank
Norway
$35.1M +$279K +9,584 +0.7%
Northern Trust
7
Northern Trust
Illinois
$33.7M -$110K -3,773 -0.3%
State Street
8
State Street
Massachusetts
$33.3M -$286K -9,813 -0.8%
Invesco
9
Invesco
Georgia
$31.6M +$721K +24,722 +2%
Boston Partners
10
Boston Partners
Massachusetts
$28.5M +$8.67M +297,244 +39%
N
11
Nuveen
North Carolina
$26.4M +$2.81M +96,518 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$20.2M -$1.43M -49,003 -6%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$19.8M +$4.08M +139,936 +23%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$17.9M +$1.55M +53,332 +9%
Ameriprise
15
Ameriprise
Minnesota
$16.4M -$735K -25,206 -4%
AI
16
ArchPoint Investors
Florida
$14.6M
AQR Capital Management
17
AQR Capital Management
Connecticut
$13.2M +$6.89M +236,204 +93%
GI
18
GAMCO Investors
Connecticut
$11.6M -$153K -5,250 -1%
SAM
19
Skyline Asset Management
Illinois
$11.5M +$1.39M +47,700 +13%
Charles Schwab
20
Charles Schwab
California
$10.6M -$470K -16,126 -4%
Principal Financial Group
21
Principal Financial Group
Iowa
$10.3M -$472K -16,196 -4%
MWNA
22
Marshall Wace North America
New York
$9.74M +$1.47M +50,494 +16%
SGCIA
23
Smith Graham & Co Investment Advisors
Texas
$9.49M +$3.24M +111,183 +46%
PAM
24
Panagora Asset Management
Massachusetts
$9.48M +$341K +11,685 +3%
SFM
25
Systematic Financial Management
New Jersey
$9.02M +$51.2K +1,756 +0.5%

LZB Hedge Fund Activity: Q3 2017 in Review

188 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2017, worth a combined $1.13B — down 20% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of LZB and 19 opened new positions — a net loss of 23 holders — while 68 trimmed existing stakes and 69 added.

The largest buyer was Boston Partners, adding an estimated $8.67M. The largest seller was Franklin Resources, cutting an estimated $15.5M.

  • 188 institutional investors held La-Z-Boy (LZB) as of Q3 2017, down from 214 in Q2 2017.
  • Funds reported $1.13B of La-Z-Boy stock for Q3 2017, down 20% quarter-over-quarter.
  • 19 funds opened new La-Z-Boy positions in Q3 2017 and 42 closed out, a net change of -23 holders.
  • The largest La-Z-Boy buyer in Q3 2017 was Boston Partners, an estimated $8.67M added.
  • The largest La-Z-Boy seller in Q3 2017 was Franklin Resources, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2017.