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La-Z-Boy

212 hedge funds and large institutions have $1.35B invested in La-Z-Boy in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $1.05M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

1.29% more ownership

Funds ownership: 91.37%92.67% (+1.3%)

7% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 69

0% more funds holding

Funds holding: 211212 (+1)

5% less capital invested

Capital invested by funds: $1.43B → $1.35B (-$78.2M)

Holders
212
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
37
Increased
74
Reduced
69
Closed
30
Calls
$2.45M
Puts
$1.05M
Net Calls
+$1.4M
Net Calls Change
-$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$222M +$1.42M +42,316 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$154M +$1.19M +35,448 +0.7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$134M +$11.5M +343,271 +9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$94.2M -$633K -18,890 -0.6%
SAM
5
Silvercrest Asset Management
New York
$76M -$755K -22,511 -0.9%
State Street
6
State Street
Massachusetts
$44M +$978K +29,161 +2%
Northern Trust
7
Northern Trust
Illinois
$39.9M -$1.11M -33,236 -3%
N
8
Nuveen
North Carolina
$38.8M -$10.7M -320,572 -21%
Norges Bank
9
Norges Bank
Norway
$33.2M -$880K -26,245 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$22.2M -$2.55M -76,042 -10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$21.7M +$135K +4,035 +0.6%
AI
12
ArchPoint Investors
Florida
$19M
LSV Asset Management
13
LSV Asset Management
Illinois
$18.1M
Charles Schwab
14
Charles Schwab
California
$17.9M +$1.03M +30,642 +6%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$17.2M -$1.04M -31,007 -5%
RA
16
Royce & Associates
New York
$16.7M -$719K -21,444 -4%
VVP
17
Venture Visionary Partners
Ohio
$16.5M +$17.6M +525,507 New
SFM
18
Systematic Financial Management
New Jersey
$15.7M +$1.73M +51,553 +12%
PAM
19
Panagora Asset Management
Massachusetts
$14.6M +$2.3M +68,744 +17%
Man Group
20
Man Group
United Kingdom
$14M +$10.8M +321,603 +263%
Ameriprise
21
Ameriprise
Minnesota
$13.6M +$290K +8,652 +2%
TCM
22
Tributary Capital Management
Nebraska
$13M -$508K -15,154 -4%
Boston Partners
23
Boston Partners
Massachusetts
$12.6M +$18.6K +555 +0.1%
Principal Financial Group
24
Principal Financial Group
Iowa
$12.3M +$68.8K +2,053 +0.5%
GI
25
GAMCO Investors
Connecticut
$11.1M -$168K -5,000 -1%

LZB Hedge Fund Activity: Q4 2019 in Review

212 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2019, worth a combined $1.35B — down 5.5% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new LZB positions and 30 closed out — a net gain of 7 holders — while 74 added to existing stakes and 69 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $11.5M. The largest seller was Nuveen, cutting an estimated $10.7M.

  • 212 institutional investors held La-Z-Boy (LZB) as of Q4 2019, up from 211 in Q3 2019.
  • Funds reported $1.35B of La-Z-Boy stock for Q4 2019, down 5.5% quarter-over-quarter.
  • 37 funds opened new La-Z-Boy positions in Q4 2019 and 30 closed out, a net change of +7 holders.
  • The largest La-Z-Boy buyer in Q4 2019 was Wellington Management Group, an estimated $11.5M added.
  • The largest La-Z-Boy seller in Q4 2019 was Nuveen, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2019.