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La-Z-Boy

210 hedge funds and large institutions have $1.16B invested in La-Z-Boy in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $871M → $1.16B (+$292M)

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

2% more funds holding

Funds holding: 205210 (+5)

1.62% more ownership

Funds ownership: 92.06%93.68% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 83

79% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $4.74M

Holders
210
Holders Change
+5
Holders Change %
+2.44%
% of All Funds
4.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
66
Reduced
83
Closed
26
Calls
$1.01M
Puts
$4.74M
Net Calls
-$3.73M
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$195M +$6.37M +265,007 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$130M -$4.54M -189,024 -4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$115M +$1.83M +76,262 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$85.4M +$5.09M +211,752 +7%
SAM
5
Silvercrest Asset Management
New York
$74.9M +$1.69M +70,086 +3%
State Street
6
State Street
Massachusetts
$39.2M -$891K -37,046 -2%
LSV Asset Management
7
LSV Asset Management
Illinois
$35.1M +$10.2M +424,227 +49%
Northern Trust
8
Northern Trust
Illinois
$33.3M -$731K -30,417 -2%
N
9
Nuveen
North Carolina
$32.8M +$274K +11,383 +0.9%
Norges Bank
10
Norges Bank
Norway
$28.5M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$20M +$176K +7,307 +1%
TCM
12
Tributary Capital Management
Nebraska
$17.2M +$968K +40,278 +7%
AI
13
ArchPoint Investors
Florida
$16.4M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$14.9M -$2.99M -124,153 -18%
Charles Schwab
15
Charles Schwab
California
$14.7M -$979K -40,704 -7%
VVP
16
Venture Visionary Partners
Ohio
$14.5M +$31.3K +1,300 +0.2%
SFM
17
Systematic Financial Management
New Jersey
$13.5M -$502K -20,880 -4%
Ameriprise
18
Ameriprise
Minnesota
$11M -$1.31M -54,320 -12%
GI
19
GAMCO Investors
Connecticut
$9.69M +$60.1K +2,500 +0.7%
Principal Financial Group
20
Principal Financial Group
Iowa
$9.66M -$334K -13,889 -4%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$9.53M +$8.47M +352,251 New
Nordea Investment Management
22
Nordea Investment Management
Sweden
$9.11M +$4.07M +169,071 +100%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$8.85M -$2.47M -102,917 -24%
Morgan Stanley
24
Morgan Stanley
New York
$8.28M -$667K -27,728 -8%
SGCIA
25
Smith Graham & Co Investment Advisors
Texas
$8.21M +$350K +14,563 +5%

LZB Hedge Fund Activity: Q2 2020 in Review

210 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2020, worth a combined $1.16B — up 34% from $871M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new LZB positions and 26 closed out — a net gain of 5 holders — while 66 added to existing stakes and 83 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $10.2M. The largest seller was Bank of America, cutting an estimated $4.71M.

  • 210 institutional investors held La-Z-Boy (LZB) as of Q2 2020, up from 205 in Q1 2020.
  • Funds reported $1.16B of La-Z-Boy stock for Q2 2020, up 34% quarter-over-quarter.
  • 31 funds opened new La-Z-Boy positions in Q2 2020 and 26 closed out, a net change of +5 holders.
  • The largest La-Z-Boy buyer in Q2 2020 was LSV Asset Management, an estimated $10.2M added.
  • The largest La-Z-Boy seller in Q2 2020 was Bank of America, an estimated $4.71M sold.

Based on aggregated 13F filings for Q2 2020.