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La-Z-Boy

210 hedge funds and large institutions have $1.26B invested in La-Z-Boy in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

1.37% more ownership

Funds ownership: 88.11%89.48% (+1.4%)

1% more funds holding

Funds holding: 208210 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.3B → $1.26B (-$39.4M)

11% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 74

38% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $2.17M

Holders
210
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
66
Reduced
74
Closed
25
Calls
$1.35M
Puts
$2.17M
Net Calls
-$821K
Net Calls Change
+$385K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$180M -$1.6M -52,247 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$135M -$1.23M -40,105 -0.9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$107M +$1.3M +42,355 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$91.8M +$488K +15,911 +0.5%
SAM
5
Silvercrest Asset Management
New York
$75.1M +$714K +23,276 +0.9%
State Street
6
State Street
Massachusetts
$39.2M +$397K +12,949 +1%
Northern Trust
7
Northern Trust
Illinois
$36.5M -$622K -20,280 -2%
N
8
Nuveen
North Carolina
$34.7M +$5.18M +168,883 +17%
Norges Bank
9
Norges Bank
Norway
$34.5M -$4.69M -152,708 -12%
Boston Partners
10
Boston Partners
Massachusetts
$32.2M -$3.13M -102,027 -9%
RA
11
Royce & Associates
New York
$27.8M +$2.84M +92,710 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$21.8M -$398K -12,968 -2%
Ameriprise
13
Ameriprise
Minnesota
$18.8M +$1.02M +33,247 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$18.5M +$303K +9,886 +2%
Prudential Financial
15
Prudential Financial
New Jersey
$17.9M +$5.01M +163,260 +38%
AQR Capital Management
16
AQR Capital Management
Connecticut
$17M -$382K -12,462 -2%
AI
17
ArchPoint Investors
Florida
$16.3M
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$13.8M -$4.69M -152,862 -25%
Charles Schwab
19
Charles Schwab
California
$12.7M +$364K +11,865 +3%
GI
20
GAMCO Investors
Connecticut
$12.6M -$133K -4,340 -1%
PAM
21
Panagora Asset Management
Massachusetts
$12.4M +$2.05M +66,838 +19%
Principal Financial Group
22
Principal Financial Group
Iowa
$11.7M +$18.8K +613 +0.2%
SFM
23
Systematic Financial Management
New Jersey
$11.2M +$1.84M +59,957 +19%
Man Group
24
Man Group
United Kingdom
$9.74M +$9.98M +325,345 New
SGCIA
25
Smith Graham & Co Investment Advisors
Texas
$9.74M -$199K -6,480 -2%

LZB Hedge Fund Activity: Q1 2018 in Review

210 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2018, worth a combined $1.26B — down 3% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new LZB positions and 25 closed out — a net gain of 5 holders — while 66 added to existing stakes and 74 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.42M. The largest seller was Invesco, cutting an estimated $5.56M.

  • 210 institutional investors held La-Z-Boy (LZB) as of Q1 2018, up from 208 in Q4 2017.
  • Funds reported $1.26B of La-Z-Boy stock for Q1 2018, down 3% quarter-over-quarter.
  • 30 funds opened new La-Z-Boy positions in Q1 2018 and 25 closed out, a net change of +5 holders.
  • The largest La-Z-Boy buyer in Q1 2018 was Millennium Management, an estimated $7.42M added.
  • The largest La-Z-Boy seller in Q1 2018 was Invesco, an estimated $5.56M sold.

Based on aggregated 13F filings for Q1 2018.