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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
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.3M +$1.15M +35,844 +67%
Swiss National Bank
52
Swiss National Bank
Switzerland
$3.13M -$332K -10,300 -11%
BCC
53
Bridge City Capital
Oregon
$3.03M -$169K -5,240 -6%
RJA
54
Raymond James & Associates
Florida
$3M +$4.16K +129 +0.2%
Barclays
55
Barclays
United Kingdom
$2.94M +$1.4M +43,433 +120%
HF
56
HRT Financial
New York
$2.82M +$2.46M +76,279 New
Squarepoint
57
Squarepoint
New York
$2.8M +$2.44M +75,833 New
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$2.58M -$89.2K -2,769 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
59
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.56M -$1.28M -39,823 -37%
GF
60
Gabelli Funds
New York
$2.4M – – –
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$2.36M +$177K +5,488 +9%
UBS AM
62
UBS AM
Illinois
$2.29M +$235K +7,301 +13%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$2.28M +$51.5K +1,598 +3%
UBS Group
64
UBS Group
Switzerland
$2.21M +$1.35M +41,755 +230%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$2.11M -$164K -5,093 -8%
AllianceBernstein
66
AllianceBernstein
Tennessee
$2.03M -$344K -10,680 -16%
TC
67
TwinBeech Capital
New York
$2M +$1.75M +54,162 New
Millennium Management
68
Millennium Management
New York
$1.89M +$707K +21,957 +75%
CS
69
Credit Suisse
Switzerland
$1.84M -$142K -4,405 -8%
Prudential Financial
70
Prudential Financial
New Jersey
$1.83M -$40.8K -1,266 -2%
CCG
71
Chatham Capital Group
Georgia
$1.7M -$42.9K -1,330 -3%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.68M -$76.7K -2,379 -5%
AQR Capital Management
73
AQR Capital Management
Connecticut
$1.47M -$729K -22,625 -36%
Jane Street
74
Jane Street
New York
$1.41M +$1.23M +38,165 New
TPSF
75
Texas Permanent School Fund
Texas
$1.37M +$13.9K +431 +1%
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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.