We are live on ! Find out more
LZB icon

La-Z-Boy

206 hedge funds and large institutions have $1.33B invested in La-Z-Boy in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 66

0.23% more ownership

Funds ownership: 91.85%92.08% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $1.41B → $1.33B (-$80.6M)

13% less funds holding

Funds holding: 236206 (-30)

13% less call options, than puts

Call options by funds: $1.61M | Put options by funds: $1.86M

54% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 46

Holders
206
Holders Change
-30
Holders Change %
-12.71%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
81
Reduced
66
Closed
46
Calls
$1.61M
Puts
$1.86M
Net Calls
-$243K
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$213M +$554K +17,005 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$149M -$1.44M -44,194 -0.9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$120M -$7.25M -222,304 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$92.8M -$69.1K -2,118 -0.1%
SAM
5
Silvercrest Asset Management
New York
$75.6M -$460K -14,096 -0.6%
N
6
Nuveen
North Carolina
$48.5M +$12.7M +388,563 +33%
State Street
7
State Street
Massachusetts
$42.7M +$195K +5,993 +0.4%
Northern Trust
8
Northern Trust
Illinois
$38.6M +$424K +13,000 +1%
Norges Bank
9
Norges Bank
Norway
$33.1M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$24.2M +$1.46M +44,789 +6%
LSV Asset Management
11
LSV Asset Management
Illinois
$23M -$385K -11,800 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$22.8M +$105K +3,209 +0.4%
AI
13
ArchPoint Investors
Florida
$18.5M
VOYA Investment Management
14
VOYA Investment Management
Georgia
$17M +$2.65M +81,189 +17%
Charles Schwab
15
Charles Schwab
California
$15.9M -$379K -11,637 -2%
SFM
16
Systematic Financial Management
New Jersey
$13.8M +$88.3K +2,708 +0.6%
AAMU
17
Amundi Asset Management US
Massachusetts
$13.2M -$241K -7,386 -11%
PAM
18
Panagora Asset Management
Massachusetts
$12.6M +$229K +7,030 +2%
TCM
19
Tributary Capital Management
Nebraska
$12.6M -$12.3K -378 -0.1%
Boston Partners
20
Boston Partners
Massachusetts
$12.6M -$19.2M -589,288 -59%
Principal Financial Group
21
Principal Financial Group
Iowa
$11.9M -$558K -17,109 -4%
Squarepoint
22
Squarepoint
New York
$11.7M +$7.01M +215,080 +128%
GI
23
GAMCO Investors
Connecticut
$11.3M -$825K -25,300 -6%
RA
24
Royce & Associates
New York
$11.3M +$92.8K +2,846 +0.8%
Bank of America
25
Bank of America
North Carolina
$10.6M +$5.14M +157,762 +84%

LZB Hedge Fund Activity: Q2 2019 in Review

206 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2019, worth a combined $1.33B — down 5.7% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of LZB and 21 opened new positions — a net loss of 25 holders — while 66 trimmed existing stakes and 81 added.

The largest buyer was Nuveen, adding an estimated $12.7M. The largest seller was Boston Partners, cutting an estimated $19.2M.

  • 206 institutional investors held La-Z-Boy (LZB) as of Q2 2019, down from 236 in Q1 2019.
  • Funds reported $1.33B of La-Z-Boy stock for Q2 2019, down 5.7% quarter-over-quarter.
  • 21 funds opened new La-Z-Boy positions in Q2 2019 and 46 closed out, a net change of -25 holders.
  • The largest La-Z-Boy buyer in Q2 2019 was Nuveen, an estimated $12.7M added.
  • The largest La-Z-Boy seller in Q2 2019 was Boston Partners, an estimated $19.2M sold.

Based on aggregated 13F filings for Q2 2019.