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La-Z-Boy

219 hedge funds and large institutions have $892M invested in La-Z-Boy in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

1% more funds holding

Funds holding: 216219 (+3)

4% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 78

0.15% more ownership

Funds ownership: 97.14%97.29% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $944M → $892M (-$51.5M)

15% less call options, than puts

Call options by funds: $1.73M | Put options by funds: $2.03M

Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
81
Reduced
78
Closed
18
Calls
$1.73M
Puts
$2.03M
Net Calls
-$308K
Net Calls Change
-$394K
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
76
Occudo Quantitative Strategies
Florida
$1.21M +$199K +8,185 +18%
UBS AM
77
UBS AM
Illinois
$1.2M -$52.1K -2,143 -4%
UBS Group
78
UBS Group
Switzerland
$1.13M +$60.8K +2,502 +5%
CS
79
Credit Suisse
Switzerland
$1.07M +$4.08K +168 +0.4%
COPPSERS
80
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.05M +$159K +6,521 +16%
AQR Capital Management
81
AQR Capital Management
Connecticut
$1.05M +$620K +25,500 +124%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$1.05M +$171K +7,024 +18%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$1.04M +$77.5K +3,186 +8%
Canada Life
84
Canada Life
Manitoba, Canada
$1.03M -$140K -5,760 -11%
Natixis Advisors
85
Natixis Advisors
Massachusetts
$995K -$302K -12,415 -22%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$939K -$35.2K -1,448 -3%
SSA
87
Schonfeld Strategic Advisors
New York
$922K +$153K +6,300 +18%
BCI
88
Brinker Capital Investments
Pennsylvania
$886K +$31.7K +1,302 +3%
TC
89
Towle & Co
Colorado
$882K +$291K +11,970 +45%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$882K +$97.4K +4,005 +12%
EGM
91
Engineers Gate Manager
New York
$866K +$457K +18,779 +98%
CCM
92
Chimera Capital Management
New York
$861K +$918K +37,739 New
Barclays
93
Barclays
United Kingdom
$860K +$177K +7,271 +24%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$845K -$169K -6,964 -16%
LOAMU
95
Lombard Odier Asset Management (USA)
New York
$798K +$851K +34,984 New
PH
96
Pinnacle Holdings
Oklahoma
$764K +$12.2K +500 +2%
TA
97
Teton Advisors
New York
$753K
HSBC Holdings
98
HSBC Holdings
United Kingdom
$742K +$205K +8,436 +35%
GCP
99
GSA Capital Partners
United Kingdom
$735K -$42.2K -1,735 -5%
LCM
100
Legato Capital Management
California
$712K +$759K +31,197 New

LZB Hedge Fund Activity: Q4 2022 in Review

219 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2022, worth a combined $892M — down 5.5% from $944M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new LZB positions and 18 closed out — a net gain of 6 holders — while 81 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $5.67M. The largest seller was Morgan Stanley, cutting an estimated $5.51M.

  • 219 institutional investors held La-Z-Boy (LZB) as of Q4 2022, up from 216 in Q3 2022.
  • Funds reported $892M of La-Z-Boy stock for Q4 2022, down 5.5% quarter-over-quarter.
  • 24 funds opened new La-Z-Boy positions in Q4 2022 and 18 closed out, a net change of +6 holders.
  • The largest La-Z-Boy buyer in Q4 2022 was BlackRock, an estimated $5.67M added.
  • The largest La-Z-Boy seller in Q4 2022 was Morgan Stanley, an estimated $5.51M sold.

Based on aggregated 13F filings for Q4 2022.