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La-Z-Boy

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.

New
Increased
Maintained
Reduced
Closed

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: 11 (0)

4% less funds holding

Funds holding: 225215 (-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

Holders
215
Holders Change
-10
Holders Change %
-4.44%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
64
Reduced
82
Closed
39
Calls
$5.2M
Puts
$1.53M
Net Calls
+$3.67M
Net Calls Change
+$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
26
Glenmede Trust
Pennsylvania
$10.1M +$80.3K +2,607 +0.8%
Victory Capital Management
27
Victory Capital Management
Texas
$9.86M -$304K -9,880 -3%
BCM
28
Bridgeway Capital Management
Texas
$9.77M +$685K +22,240 +8%
Bank of America
29
Bank of America
North Carolina
$8.92M +$2.15M +69,989 +32%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$8.61M +$623K +20,220 +8%
GI
31
GAMCO Investors
Connecticut
$8M -$30.8K -1,000 -0.4%
JP Morgan Chase
32
JP Morgan Chase
New York
$7.98M -$357K -11,606 -4%
Goldman Sachs
33
Goldman Sachs
New York
$7.82M +$2.98M +96,762 +62%
SGCIA
34
Smith Graham & Co Investment Advisors
Texas
$7.48M -$69.2K -2,246 -0.9%
Principal Financial Group
35
Principal Financial Group
Iowa
$7.42M -$294K -9,561 -4%
NC
36
Nicholas Company
Wisconsin
$7.21M
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$7.01M +$6.19M +200,951 +769%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$6.88M +$42.1K +1,368 +0.6%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$6.52M +$918K +29,803 +16%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$5.96M +$175K +5,700 +3%
Norges Bank
41
Norges Bank
Norway
$5.5M +$3.84M +124,683 +233%
EF
42
Empowered Funds
Pennsylvania
$4.64M +$685K +22,240 +17%
VVP
43
Venture Visionary Partners
Ohio
$4.41M -$2.56K -83 -0.1%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$3.99M +$431K +13,986 +12%
CCM
45
Cinctive Capital Management
New York
$3.88M +$3.86M +125,498 New
Legal & General Group
46
Legal & General Group
United Kingdom
$3.85M -$97.1K -3,155 -2%
Allianz Asset Management
47
Allianz Asset Management
Germany
$3.84M -$165K -5,351 -4%
PFC
48
Phocas Financial Corp
California
$3.8M -$5.17K -168 -0.1%
RIA
49
Regal Investment Advisors
Michigan
$3.39M
Grantham, Mayo, Van Otterloo & Co (GMO)
50
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.37M -$2.03M -66,048 -38%

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.