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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
Wellington Management Group
26
Wellington Management Group
Massachusetts
$9.23M -$71.6M -2,236,282 -86%
Principal Financial Group
27
Principal Financial Group
Iowa
$8.49M -$698K -21,811 -6%
GI
28
GAMCO Investors
Connecticut
$7.38M
KCM
29
Kennedy Capital Management
Missouri
$7M -$1.75M -54,552 -17%
Wells Fargo
30
Wells Fargo
California
$6.44M +$5.36M +167,417 +218%
American Century Companies
31
American Century Companies
Missouri
$6.27M +$1.99M +62,091 +35%
Invesco
32
Invesco
Georgia
$6.23M +$1.28M +39,923 +20%
NC
33
Nicholas Company
Wisconsin
$6.16M +$4.96K +155 +0.1%
SGCIA
34
Smith Graham & Co Investment Advisors
Texas
$6.12M -$48.3K -1,509 -0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
35
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.05M +$1.85M +57,707 +34%
Bank of America
36
Bank of America
North Carolina
$5.87M +$505K +15,786 +8%
JP Morgan Chase
37
JP Morgan Chase
New York
$5.54M -$1.02M -31,731 -13%
UBS Group
38
UBS Group
Switzerland
$5.43M -$1.63M -50,847 -20%
Pacer Advisors
39
Pacer Advisors
Pennsylvania
$5.39M +$1.87M +58,370 +40%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$5.04M +$464K +14,502 +8%
Goldman Sachs
41
Goldman Sachs
New York
$4.88M -$678K -21,176 -10%
DRZID
42
DePrince Race & Zollo Inc (DRZ)
Florida
$4.53M +$1.62M +50,513 +42%
PPA
43
Parametric Portfolio Associates
Washington
$4.25M -$1.11M -34,604 -18%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$4.19M +$800K +24,985 +19%
Legal & General Group
45
Legal & General Group
United Kingdom
$3.49M +$129K +4,040 +3%
PFC
46
Phocas Financial Corp
California
$3.17M -$64.8K -2,023 -2%
BCM
47
Bridgeway Capital Management
Texas
$3.16M
VVP
48
Venture Visionary Partners
Ohio
$3.03M +$736 +23 +0%
RIA
49
Regal Investment Advisors
Michigan
$2.9M
Swiss National Bank
50
Swiss National Bank
Switzerland
$2.74M +$202K +6,300 +6%

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.