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La-Z-Boy

205 hedge funds and large institutions have $1.34B invested in La-Z-Boy in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 64

6% more capital invested

Capital invested by funds: $1.26B → $1.34B (+$80.7M)

4.56% more ownership

Funds ownership: 89.48%94.04% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 210205 (-5)

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

81% less call options, than puts

Call options by funds: $4.88M | Put options by funds: $25.4M

Holders
205
Holders Change
-5
Holders Change %
-2.38%
% of All Funds
4.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
74
Reduced
64
Closed
28
Calls
$4.88M
Puts
$25.4M
Net Calls
-$20.5M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$202M +$17.8M +579,379 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$140M +$2.95M +95,886 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$112M +$2.62M +85,328 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$93.4M -$421K -13,716 -0.4%
SAM
5
Silvercrest Asset Management
New York
$79.3M +$2.58M +83,892 +3%
N
6
Nuveen
North Carolina
$44.2M +$8.75M +284,651 +25%
State Street
7
State Street
Massachusetts
$41M +$914K +29,744 +2%
Northern Trust
8
Northern Trust
Illinois
$38.9M +$1.7M +55,269 +5%
Norges Bank
9
Norges Bank
Norway
$35.2M
RA
10
Royce & Associates
New York
$31.9M +$3.49M +113,502 +12%
Boston Partners
11
Boston Partners
Massachusetts
$28.9M -$4.03M -131,145 -12%
Allianz Asset Management
12
Allianz Asset Management
Germany
$24.1M +$24.2M +787,200 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$22M -$191K -6,219 -0.9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$20.5M +$1.57M +50,976 +8%
LSV Asset Management
15
LSV Asset Management
Illinois
$19.5M +$9.88M +321,456 +101%
Ameriprise
16
Ameriprise
Minnesota
$19.4M +$194K +6,315 +1%
AI
17
ArchPoint Investors
Florida
$16.6M
Prudential Financial
18
Prudential Financial
New Jersey
$14.7M -$3.65M -118,774 -20%
Charles Schwab
19
Charles Schwab
California
$14.4M +$1.4M +45,664 +11%
GI
20
GAMCO Investors
Connecticut
$12.7M -$123K -4,000 -1%
Principal Financial Group
21
Principal Financial Group
Iowa
$12.1M +$97.8K +3,184 +0.8%
Morgan Stanley
22
Morgan Stanley
New York
$11.7M +$8.62M +280,416 +271%
SFM
23
Systematic Financial Management
New Jersey
$11M -$429K -13,961 -4%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$10.9M -$3.24M -105,325 -23%
PAM
25
Panagora Asset Management
Massachusetts
$10.7M -$2.03M -65,985 -16%

LZB Hedge Fund Activity: Q2 2018 in Review

205 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2018, worth a combined $1.34B — up 6.4% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of LZB and 24 opened new positions — a net loss of 4 holders — while 64 trimmed existing stakes and 74 added.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $24.2M. The largest seller was Millennium Management, exiting entirely with an estimated $9.54M sold.

  • 205 institutional investors held La-Z-Boy (LZB) as of Q2 2018, down from 210 in Q1 2018.
  • Funds reported $1.34B of La-Z-Boy stock for Q2 2018, up 6.4% quarter-over-quarter.
  • 24 funds opened new La-Z-Boy positions in Q2 2018 and 28 closed out, a net change of -4 holders.
  • The largest La-Z-Boy buyer in Q2 2018 was Allianz Asset Management, an estimated $24.2M added.
  • The largest La-Z-Boy seller in Q2 2018 was Millennium Management, an estimated $9.54M sold.

Based on aggregated 13F filings for Q2 2018.