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La-Z-Boy

225 hedge funds and large institutions have $1.2B invested in La-Z-Boy in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

0% more funds holding

Funds holding: 225225 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.92% less ownership

Funds ownership: 97.29%96.37% (-0.92%)

1% less capital invested

Capital invested by funds: $1.21B → $1.2B (-$15.7M)

4% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 81

11% less call options, than puts

Call options by funds: $2.44M | Put options by funds: $2.75M

Holders
225
Holders Change
Holders Change %
0%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
78
Reduced
81
Closed
29
Calls
$2.44M
Puts
$2.75M
Net Calls
-$312K
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$7.74M -$173K -6,209 -2%
GI
27
GAMCO Investors
Connecticut
$7.45M
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$7.4M +$610K +21,820 +9%
Principal Financial Group
29
Principal Financial Group
Iowa
$7.15M -$450K -16,120 -6%
SGCIA
30
Smith Graham & Co Investment Advisors
Texas
$7M -$299K -10,692 -4%
NC
31
Nicholas Company
Wisconsin
$6.69M
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$6.63M +$3.84M +137,613 +147%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$6.32M +$1.72M +61,398 +39%
Bank of America
34
Bank of America
North Carolina
$6.27M -$192K -6,879 -3%
UBS Group
35
UBS Group
Switzerland
$5.41M +$3.53M +126,487 +203%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$5.36M -$327K -11,700 -6%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$5.19M +$60.1K +2,152 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.01M -$57.6K -2,061 -1%
Goldman Sachs
39
Goldman Sachs
New York
$4.48M +$582K +20,839 +15%
Citadel Advisors
40
Citadel Advisors
Florida
$4.32M -$1.72M -61,481 -29%
NIG
41
NFJ Investment Group
Texas
$4.1M -$258K -9,246 -6%
VVP
42
Venture Visionary Partners
Ohio
$4.09M +$3.3K +118 +0.1%
Allianz Asset Management
43
Allianz Asset Management
Germany
$3.72M -$81.4K -2,915 -2%
EST
44
EA Series Trust
Pennsylvania
$3.67M +$3.58M +128,024 New
EF
45
Empowered Funds
Pennsylvania
$3.67M +$3.58M +128,024 New
Legal & General Group
46
Legal & General Group
United Kingdom
$3.66M +$42K +1,503 +1%
PFC
47
Phocas Financial Corp
California
$3.52M -$24.6K -882 -0.7%
Renaissance Technologies
48
Renaissance Technologies
New York
$3.42M +$2.3M +82,400 +222%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$3.3M +$7.93K +284 +0.2%
RIA
50
Regal Investment Advisors
Michigan
$3.15M

LZB Hedge Fund Activity: Q2 2023 in Review

225 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2023, worth a combined $1.2B — down 1.3% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new LZB positions and 29 closed out — a net gain of 1 holder — while 78 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock, adding an estimated $5.03M. The largest seller was Pacer Advisors, exiting entirely with an estimated $14.2M sold.

  • 225 institutional investors held La-Z-Boy (LZB) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $1.2B of La-Z-Boy stock for Q2 2023, down 1.3% quarter-over-quarter.
  • 30 funds opened new La-Z-Boy positions in Q2 2023 and 29 closed out, a net change of +1 holder.
  • The largest La-Z-Boy buyer in Q2 2023 was BlackRock, an estimated $5.03M added.
  • The largest La-Z-Boy seller in Q2 2023 was Pacer Advisors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2023.