La-Z-Boy
LZB
215 hedge funds and large institutions have $1.32B invested in La-Z-Boy in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 82 reducing their positions, and 39 closing their positions.
240% more call options, than puts
Call options by funds: $5.2M | Put options by funds: $1.53M
10% more capital invested
Capital invested by funds: $1.2B → $1.32B (+$122M)
2.72% more ownership
Funds ownership: 96.37% → 99.09% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 225 → 215 (-10)
22% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 82
23% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 39
Top Buyers
Top Sellers
| 1 |
BlackRock
New York
|
-$14.1M |
| 2 |
Morgan Stanley
New York
|
-$6.23M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$6.06M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5.25M |
| 5 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$4.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Point72 Asset Management
Stamford,
Connecticut
| – | -$5.38K | -188 | Closed |
|
|
BF
252
BOK Financial
Tulsa,
Oklahoma
| – | -$4.27K | -149 | Closed |
|
|
HNB
253
Huntington National Bank
Columbus,
Ohio
| – | -$2.23K | -78 | Closed |
|
|
CFGS
254
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$1.11K | -36 | Closed |
|
|
DI
255
Disciplined Investments
Tulsa,
Oklahoma
| – | -$315 | -11 | Closed |
|
LZB Hedge Fund Activity: Q3 2023 in Review
215 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2023, worth a combined $1.32B — up 10% from $1.2B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of LZB and 30 opened new positions — a net loss of 9 holders — while 82 trimmed existing stakes and 64 added.
The largest buyer was Pacer Advisors, opening a new position worth an estimated $28.1M. The largest seller was BlackRock, cutting an estimated $14.1M.
- 215 institutional investors held La-Z-Boy (LZB) as of Q3 2023, down from 225 in Q2 2023.
- Funds reported $1.32B of La-Z-Boy stock for Q3 2023, up 10% quarter-over-quarter.
- 30 funds opened new La-Z-Boy positions in Q3 2023 and 39 closed out, a net change of -9 holders.
- The largest La-Z-Boy buyer in Q3 2023 was Pacer Advisors, an estimated $28.1M added.
- The largest La-Z-Boy seller in Q3 2023 was BlackRock, an estimated $14.1M sold.
Based on aggregated 13F filings for Q3 2023.