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La-Z-Boy

214 hedge funds and large institutions have $1.05B invested in La-Z-Boy in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $1.18M

1.52% more ownership

Funds ownership: 94.15%95.67% (+1.5%)

3% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 79

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 230214 (-16)

30% less capital invested

Capital invested by funds: $1.5B → $1.05B (-$449M)

36% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 33

Holders
214
Holders Change
-16
Holders Change %
-6.96%
% of All Funds
3.38%
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
79
Closed
33
Calls
$1.57M
Puts
$1.18M
Net Calls
+$394K
Net Calls Change
-$888K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
226
Simplex Trading
Illinois
-$271K -8,456 Closed
AAIM
227
Asset Advisors Investment Management
Georgia
-$290K -8,000 Closed
TI
228
Trexquant Investment
Connecticut
-$275K -7,579 Closed
PI
229
PEAK6 Investments
Illinois
-$270K -7,444 Closed
TC
230
TwinBeech Capital
New York
-$263K -7,249 Closed
ECM
231
Everence Capital Management
Indiana
-$253K -6,970 Closed
APG Asset Management
232
APG Asset Management
Netherlands
-$214K -6,700 Closed
BAM
233
Bruderman Asset Management
New York
-$210K -5,758 Closed
EVM
234
Eaton Vance Management
Massachusetts
-$196K -5,392 Closed
CWS
235
Confluence Wealth Services
Pennsylvania
-$61K -1,700 Closed
FHA
236
First Horizon Advisors
Tennessee
-$37K -1,050 Closed
SFM
237
Signet Financial Management
New Jersey
-$23K -627 Closed
TWA
238
TCI Wealth Advisors
Arizona
-$6K -175 Closed
EWA
239
EverSource Wealth Advisors
Alabama
-$6K -151 Closed
EI
240
Ellevest Inc
New York
-$5K -141 Closed
ST
241
Sageworth Trust
Pennsylvania
-$2K -43 Closed
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1K -15 Closed
SIC
243
SJS Investment Consulting
Ohio
+$64 +2 New
SC
244
Schubert & Co
Texas
+$96 +3 +50%
DI
245
Disciplined Investments
Oklahoma
+$288 +9 New
GWS
246
Glassman Wealth Services
Virginia
+$384 +12 +240%

LZB Hedge Fund Activity: Q1 2022 in Review

214 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2022, worth a combined $1.05B — down 30% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of LZB and 21 opened new positions — a net loss of 12 holders — while 79 trimmed existing stakes and 81 added.

The largest buyer was William Blair Investment Management, adding an estimated $18.7M. The largest seller was Wellington Management Group, cutting an estimated $71.6M.

  • 214 institutional investors held La-Z-Boy (LZB) as of Q1 2022, down from 230 in Q4 2021.
  • Funds reported $1.05B of La-Z-Boy stock for Q1 2022, down 30% quarter-over-quarter.
  • 21 funds opened new La-Z-Boy positions in Q1 2022 and 33 closed out, a net change of -12 holders.
  • The largest La-Z-Boy buyer in Q1 2022 was William Blair Investment Management, an estimated $18.7M added.
  • The largest La-Z-Boy seller in Q1 2022 was Wellington Management Group, an estimated $71.6M sold.

Based on aggregated 13F filings for Q1 2022.