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La-Z-Boy

230 hedge funds and large institutions have $1.5B invested in La-Z-Boy in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $337K

13% more capital invested

Capital invested by funds: $1.32B → $1.5B (+$176M)

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

1.53% more ownership

Funds ownership: 92.62%94.15% (+1.5%)

1% more funds holding

Funds holding: 228230 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 86

Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
68
Reduced
86
Closed
33
Calls
$1.62M
Puts
$337K
Net Calls
+$1.28M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
126
Oregon Public Employees Retirement Fund
Oregon
$633K -$45.8K -1,313 -7%
Citadel Advisors
127
Citadel Advisors
Florida
$628K -$1.3M -37,370 -68%
Point72 Asset Management
128
Point72 Asset Management
Connecticut
$625K +$569K +16,300 +1,811%
MIM
129
MetLife Investment Management
New Jersey
$590K
SEI Investments
130
SEI Investments
Pennsylvania
$559K
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$551K -$54.1K -1,550 -9%
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$517K +$45.3K +1,299 +10%
OQS
133
Occudo Quantitative Strategies
Florida
$499K -$472K -13,535 -50%
AC
134
Apogem Capital
New York
$492K +$472K +13,537 New
D.E. Shaw & Co
135
D.E. Shaw & Co
New York
$488K -$684K -19,617 -59%
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$488K
US Bancorp
137
US Bancorp
Minnesota
$483K -$18.4K -528 -4%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$479K -$123K -3,516 -21%
SGAM
139
Smith Group Asset Management
Texas
$471K -$11.8K -337 -3%
JF
140
Jump Financial
Illinois
$468K +$450K +12,900 New
LPL Financial
141
LPL Financial
California
$452K +$113K +3,227 +35%
ASRS
142
Arizona State Retirement System
Arizona
$433K -$23.8K -682 -5%
MLICM
143
Metropolitan Life Insurance Company (MetLife)
New York
$426K -$48.8K -1,398 -11%
Truist Financial
144
Truist Financial
North Carolina
$424K
Handelsbanken Fonder
145
Handelsbanken Fonder
Sweden
$407K -$154K -4,400 -28%
AA
146
ALPS Advisors
Colorado
$403K +$5.03K +144 +1%
Balyasny Asset Management
147
Balyasny Asset Management
Illinois
$400K -$3.13M -89,702 -89%
ProShare Advisors
148
ProShare Advisors
Maryland
$399K +$143K +4,086 +59%
PMAM
149
Picton Mahoney Asset Management
Ontario, Canada
$396K +$380K +10,900 New
SO
150
STRS Ohio
Ohio
$366K -$611K -17,500 -63%

LZB Hedge Fund Activity: Q4 2021 in Review

230 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2021, worth a combined $1.5B — up 13% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new LZB positions and 33 closed out — a net gain of 4 holders — while 68 added to existing stakes and 86 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $25.6M. The largest seller was Millennium Management, exiting entirely with an estimated $26.9M sold.

  • 230 institutional investors held La-Z-Boy (LZB) as of Q4 2021, up from 228 in Q3 2021.
  • Funds reported $1.5B of La-Z-Boy stock for Q4 2021, up 13% quarter-over-quarter.
  • 37 funds opened new La-Z-Boy positions in Q4 2021 and 33 closed out, a net change of +4 holders.
  • The largest La-Z-Boy buyer in Q4 2021 was William Blair Investment Management, an estimated $25.6M added.
  • The largest La-Z-Boy seller in Q4 2021 was Millennium Management, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2021.