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La-Z-Boy

209 hedge funds and large institutions have $1.38B invested in La-Z-Boy in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

2% more funds holding

Funds holding: 205209 (+4)

2% more capital invested

Capital invested by funds: $1.34B → $1.38B (+$32.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.84% less ownership

Funds ownership: 94.04%93.21% (-0.84%)

14% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 77

75% less call options, than puts

Call options by funds: $3.67M | Put options by funds: $14.8M

Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
4.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
66
Reduced
77
Closed
26
Calls
$3.67M
Puts
$14.8M
Net Calls
-$11.2M
Net Calls Change
+$9.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$215M +$6.69M +210,123 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$148M +$2.58M +80,890 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$131M +$15.2M +477,016 +13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$96M -$446K -14,000 -0.5%
SAM
5
Silvercrest Asset Management
New York
$82.9M +$1.04M +32,538 +1%
State Street
6
State Street
Massachusetts
$44.4M +$2.1M +66,056 +5%
N
7
Nuveen
North Carolina
$41.9M -$3.78M -118,864 -8%
Northern Trust
8
Northern Trust
Illinois
$39.3M -$944K -29,659 -2%
Norges Bank
9
Norges Bank
Norway
$36.4M
RA
10
Royce & Associates
New York
$32.2M -$791K -24,838 -2%
Boston Partners
11
Boston Partners
Massachusetts
$28.9M -$909K -28,558 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$23M +$200K +6,287 +0.9%
Allianz Asset Management
13
Allianz Asset Management
Germany
$21.9M -$2.96M -92,900 -12%
LSV Asset Management
14
LSV Asset Management
Illinois
$21.2M +$1.03M +32,200 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$21.1M -$74.4K -2,336 -0.3%
AI
16
ArchPoint Investors
Florida
$19.1M +$1.96M +61,709 +11%
Charles Schwab
17
Charles Schwab
California
$15.3M +$376K +11,824 +3%
Deutsche Bank
18
Deutsche Bank
Germany
$13.2M +$2.93M +92,040 +28%
GI
19
GAMCO Investors
Connecticut
$12.9M -$255K -8,000 -2%
Principal Financial Group
20
Principal Financial Group
Iowa
$12.7M +$242K +7,612 +2%
SFM
21
Systematic Financial Management
New Jersey
$11.7M +$340K +10,681 +3%
Ameriprise
22
Ameriprise
Minnesota
$11.5M -$8.55M -268,656 -42%
PAM
23
Panagora Asset Management
Massachusetts
$10.7M -$268K -8,404 -2%
SGCIA
24
Smith Graham & Co Investment Advisors
Texas
$10M -$218K -6,860 -2%
MCM
25
Matarin Capital Management
New York
$10M +$4.73M +148,681 +88%

LZB Hedge Fund Activity: Q3 2018 in Review

209 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2018, worth a combined $1.38B — up 2.4% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new LZB positions and 26 closed out — a net gain of 6 holders — while 66 added to existing stakes and 77 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.2M. The largest seller was Prudential Financial, cutting an estimated $9.49M.

  • 209 institutional investors held La-Z-Boy (LZB) as of Q3 2018, up from 205 in Q2 2018.
  • Funds reported $1.38B of La-Z-Boy stock for Q3 2018, up 2.4% quarter-over-quarter.
  • 32 funds opened new La-Z-Boy positions in Q3 2018 and 26 closed out, a net change of +6 holders.
  • The largest La-Z-Boy buyer in Q3 2018 was Wellington Management Group, an estimated $15.2M added.
  • The largest La-Z-Boy seller in Q3 2018 was Prudential Financial, an estimated $9.49M sold.

Based on aggregated 13F filings for Q3 2018.