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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
Citigroup
101
Citigroup
New York
$702K +$130K +5,343 +21%
Comerica Bank
102
Comerica Bank
Texas
$695K -$186K -7,670 -23%
SIM
103
SummerHaven Investment Management
Connecticut
$687K +$10.4K +426 +1%
PCMI
104
Paradigm Capital Management Inc
New York
$685K
SOADOR
105
State of Alaska Department of Revenue
Alaska
$683K -$2.14K -88 -0.3%
TPSF
106
Texas Permanent School Fund
Texas
$660K -$55.4K -2,279 -7%
CIC
107
Cornercap Investment Counsel
Georgia
$657K
CCMINC
108
Cardinal Capital Management Inc (North Carolina)
North Carolina
$652K +$30.3K +1,246 +5%
JGC
109
J. Goldman & Co
New York
$634K +$676K +27,801 New
YCM
110
Yousif Capital Management
Michigan
$626K -$191K -7,835 -22%
MSAM
111
Moloney Securities Asset Management
Missouri
$618K +$658K +27,081 New
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$541K -$101K -4,157 -15%
AIG
113
American International Group
New York
$533K -$5.11K -210 -0.9%
FMC
114
First Merchants Corp
Indiana
$525K -$36.5K -1,500 -6%
Wellington Management Group
115
Wellington Management Group
Massachusetts
$515K +$229K +9,399 +71%
JMPWA
116
JP Morgan Private Wealth Advisors
California
$514K +$24.7K +1,015 +5%
MIM
117
MetLife Investment Management
New Jersey
$508K -$62.1K -2,556 -10%
MC
118
Maverick Capital
Texas
$496K -$516K -21,216 -49%
Deutsche Bank
119
Deutsche Bank
Germany
$495K +$66.3K +2,725 +14%
Russell Investments Group
120
Russell Investments Group
United Kingdom
$483K -$53.7K -2,209 -9%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$471K +$164K +6,751 +49%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$469K +$137K +5,632 +38%
LSERS
123
Louisiana State Employees Retirement System
Louisiana
$466K -$7.29K -300 -1%
Walleye Trading
124
Walleye Trading
New York
$459K +$489K +20,107 New
AB
125
Amalgamated Bank
New York
$445K -$2.67K -110 -0.6%

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.