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La-Z-Boy

211 hedge funds and large institutions have $1.43B invested in La-Z-Boy in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 81 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $4.13M | Put options by funds: $882K

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

7% more capital invested

Capital invested by funds: $1.33B → $1.43B (+$97.8M)

2% more funds holding

Funds holding: 206211 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.7% less ownership

Funds ownership: 92.08%91.37% (-0.7%)

21% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 81

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
4.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
64
Reduced
81
Closed
26
Calls
$4.13M
Puts
$882K
Net Calls
+$3.25M
Net Calls Change
+$3.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$235M +$1.38M +43,118 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$163M +$67.8K +2,121 +0%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$131M -$203K -6,342 -0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$101M -$471K -14,731 -0.5%
SAM
5
Silvercrest Asset Management
New York
$81.9M -$893K -27,925 -1%
N
6
Nuveen
North Carolina
$52.2M -$860K -26,909 -2%
State Street
7
State Street
Massachusetts
$45.9M -$848K -26,523 -2%
Northern Trust
8
Northern Trust
Illinois
$43.7M +$1.37M +42,910 +3%
Norges Bank
9
Norges Bank
Norway
$36.3M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$26.3M -$198K -6,178 -0.8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$23M -$1.89M -58,984 -8%
AI
12
ArchPoint Investors
Florida
$20.3M
VOYA Investment Management
13
VOYA Investment Management
Georgia
$19.4M +$751K +23,499 +4%
LSV Asset Management
14
LSV Asset Management
Illinois
$19.3M -$5.54M -173,354 -23%
RA
15
Royce & Associates
New York
$18.5M +$5.88M +183,882 +50%
Charles Schwab
16
Charles Schwab
California
$18.1M +$621K +19,417 +4%
SFM
17
Systematic Financial Management
New Jersey
$15.1M -$25.4K -795 -0.2%
TCM
18
Tributary Capital Management
Nebraska
$14.4M +$602K +18,815 +5%
Ameriprise
19
Ameriprise
Minnesota
$14.3M +$2.91M +90,888 +27%
Boston Partners
20
Boston Partners
Massachusetts
$13.5M -$257K -8,023 -2%
PAM
21
Panagora Asset Management
Massachusetts
$13.2M -$575K -17,970 -4%
Principal Financial Group
22
Principal Financial Group
Iowa
$13.1M +$83.5K +2,612 +0.7%
Bank of America
23
Bank of America
North Carolina
$13M +$1.35M +42,302 +12%
GI
24
GAMCO Investors
Connecticut
$12M -$425K -13,300 -4%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$10M +$1.34M +41,971 +16%

LZB Hedge Fund Activity: Q3 2019 in Review

211 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2019, worth a combined $1.43B — up 7.3% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new LZB positions and 26 closed out — a net gain of 7 holders — while 64 added to existing stakes and 81 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $8.07M. The largest seller was Squarepoint, cutting an estimated $11.2M.

  • 211 institutional investors held La-Z-Boy (LZB) as of Q3 2019, up from 206 in Q2 2019.
  • Funds reported $1.43B of La-Z-Boy stock for Q3 2019, up 7.3% quarter-over-quarter.
  • 33 funds opened new La-Z-Boy positions in Q3 2019 and 26 closed out, a net change of +7 holders.
  • The largest La-Z-Boy buyer in Q3 2019 was Segall Bryant & Hamill, an estimated $8.07M added.
  • The largest La-Z-Boy seller in Q3 2019 was Squarepoint, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2019.