La-Z-Boy
LZB
216 hedge funds and large institutions have $944M invested in La-Z-Boy in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 70 reducing their positions, and 21 closing their positions.
33% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 21
26% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 70
2% more funds holding
Funds holding: 211 → 216 (+5)
7% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $1.31M
0.21% more ownership
Funds ownership: 96.93% → 97.14% (+0.21%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $991M → $944M (-$46.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$5.97M |
| 2 |
Renaissance Technologies
New York
|
+$4.9M |
| 3 |
Morgan Stanley
New York
|
+$4.7M |
| 4 |
Millennium Management
New York
|
+$4.46M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$6.67M |
| 2 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$6.1M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$5.69M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$5.66M |
| 5 |
Two Sigma Investments
New York
|
-$3.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
P
226
Pitcairn
Conshohocken,
Pennsylvania
| – | -$200K | -8,444 | Closed |
|
227
SG Americas Securities
New York
| – | -$156K | -6,569 | Closed |
|
228
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$88K | -3,730 | Closed |
|
|
C
229
Covestor
London,
United Kingdom
| – | -$3.42K | -129 | -86% |
|
|
IBOK
230
Independence Bank of Kentucky
Owensboro,
Kentucky
| – | -$2K | -100 | Closed |
|
|
STCOSD
231
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| – | -$1K | -26 | Closed |
|
|
SC
232
Schubert & Co
Mckinney,
Texas
| – | -$106 | -4 | -15% |
|
|
DI
233
Disciplined Investments
Tulsa,
Oklahoma
| – | +$27 | +1 | +9% |
|
|
GRP
234
Global Retirement Partners
San Rafael,
California
| – | +$345 | +13 | New |
|
|
DFCM
235
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | +$425 | +16 | New |
|
|
SIC
236
SJS Investment Consulting
Sylvania,
Ohio
| – | +$584 | +22 | New |
|
LZB Hedge Fund Activity: Q3 2022 in Review
216 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2022, worth a combined $944M — down 4.7% from $991M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new LZB positions and 21 closed out — a net gain of 7 holders — while 88 added to existing stakes and 70 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $5.97M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $6.67M sold.
- 216 institutional investors held La-Z-Boy (LZB) as of Q3 2022, up from 211 in Q2 2022.
- Funds reported $944M of La-Z-Boy stock for Q3 2022, down 4.7% quarter-over-quarter.
- 28 funds opened new La-Z-Boy positions in Q3 2022 and 21 closed out, a net change of +7 holders.
- The largest La-Z-Boy buyer in Q3 2022 was Marshall Wace, an estimated $5.97M added.
- The largest La-Z-Boy seller in Q3 2022 was Balyasny Asset Management, an estimated $6.67M sold.
Based on aggregated 13F filings for Q3 2022.