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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
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$1.22M -$104K -3,390 -8%
Canada Life
77
Canada Life
Manitoba, Canada
$1.18M -$43.5K -1,413 -4%
TC
78
Towle & Co
Colorado
$1.16M -$26.8K -870 -2%
TPSF
79
Texas Permanent School Fund
Texas
$1.14M -$37.7K -1,224 -3%
Barclays
80
Barclays
United Kingdom
$1.12M -$561K -18,218 -33%
BCI
81
Brinker Capital Investments
Pennsylvania
$1.11M -$44.8K -1,454 -4%
OPS
82
Orion Portfolio Solutions
Nebraska
$1.11M -$44.8K -1,454 -4%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$1.07M -$6.06M -196,700 -85%
AA
84
ALPS Advisors
Colorado
$949K +$613K +19,921 +184%
PH
85
Pinnacle Holdings
Oklahoma
$938K -$94K -3,052 -9%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$931K +$186K +6,048 +25%
LCM
87
Legato Capital Management
California
$927K -$36.1K -1,174 -4%
CCMINC
88
Cardinal Capital Management Inc (North Carolina)
North Carolina
$916K +$19.8K +644 +2%
Millennium Management
89
Millennium Management
New York
$902K -$2.4M -77,864 -73%
COPPSERS
90
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$894K -$610K -19,827 -41%
SOADOR
91
State of Alaska Department of Revenue
Alaska
$834K -$42.1K -1,369 -5%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$812K +$86.1K +2,797 +12%
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$801K
OSAM
94
O'Shaughnessy Asset Management
Connecticut
$795K +$793K +25,749 New
IMRF
95
Illinois Municipal Retirement Fund
Illinois
$767K +$765K +24,843 New
Skandinaviska Enskilda Banken (SEB)
96
Skandinaviska Enskilda Banken (SEB)
Sweden
$757K -$154K -5,000 -17%
SIM
97
SummerHaven Investment Management
Connecticut
$752K -$63.9K -2,075 -8%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$750K +$174K +5,636 +30%
AIG
99
American International Group
New York
$736K +$15.9K +517 +2%
Renaissance Technologies
100
Renaissance Technologies
New York
$713K -$2.97M -96,500 -81%

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.