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La-Z-Boy
LZB

218 hedge funds and large institutions have $1.59B invested in La-Z-Boy in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 96 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $5.08M | Put options by funds: $1.76M

21% more capital invested

Capital invested by funds: $1.32B → $1.59B (+$271M)

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

1.5% more ownership

Funds ownership: 99.09% → 100.58% (+1.5%)

1% more funds holding

Funds holding: 215 → 218 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

36% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 96

Holders
218
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
61
Reduced
96
Closed
22
Calls
$5.08M
Puts
$1.76M
Net Calls
+$3.31M
Net Calls Change
-$359K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$17.4M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$8.89M
3
BlackRock
BlackRock
New York
+$8.06M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$6.2M
5
First Trust Advisors
First Trust Advisors
Illinois
+$6.14M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$23.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.01M
3
CCM
Cinctive Capital Management
New York
-$3.88M
4
Invesco
Invesco
Georgia
-$3.59M
5
VVP
Venture Visionary Partners
Ohio
-$3.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
226
Towle & Co
Colorado
– -$1.16M -37,490 Closed
Walleye Trading
227
Walleye Trading
New York
– -$700K -21,712 Closed
Aviva
228
Aviva
United Kingdom
– -$606K -19,635 Closed
SPC
229
Sigma Planning Corp
Michigan
– -$564K -18,253 Closed
Capstone Investment Advisors
230
Capstone Investment Advisors
New York
– -$536K -17,359 Closed
SM
231
Sciencast Management
New Jersey
– -$460K -14,902 Closed
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
– -$282K -8,756 Closed
HSBC Holdings
233
HSBC Holdings
United Kingdom
– -$246K -7,941 Closed
JF
234
Jump Financial
Illinois
– -$222K -7,200 Closed
CFA
235
CWS Financial Advisors
Michigan
– -$66.6K -2,155 Closed
Allspring Global Investments
236
Allspring Global Investments
North Carolina
– -$58.5K -1,895 Closed
SWM
237
Spire Wealth Management
Virginia
– -$7.58K -245 Closed
TFGT
238
TS Financial Group (TSFG)
Illinois
– -$2K -75 Closed
Creative Planning
239
Creative Planning
Kansas
– -$1.67K -54 Closed
CA
240
Crewe Advisors
Utah
– -$124 -4 Closed
6 7 8 9
10

LZB Hedge Fund Activity: Q4 2023 in Review

218 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2023, worth a combined $1.59B — up 21% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LZB positions and 22 closed out — a net gain of 4 holders — while 61 added to existing stakes and 96 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.4M. The largest seller was Macquarie Group, cutting an estimated $23.1M.

  • 218 institutional investors held La-Z-Boy (LZB) as of Q4 2023, up from 215 in Q3 2023.
  • Funds reported $1.59B of La-Z-Boy stock for Q4 2023, up 21% quarter-over-quarter.
  • 26 funds opened new La-Z-Boy positions in Q4 2023 and 22 closed out, a net change of +4 holders.
  • The largest La-Z-Boy buyer in Q4 2023 was Morgan Stanley, an estimated $17.4M added.
  • The largest La-Z-Boy seller in Q4 2023 was Macquarie Group, an estimated $23.1M sold.

Based on aggregated 13F filings for Q4 2023.