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La-Z-Boy

225 hedge funds and large institutions have $1.2B invested in La-Z-Boy in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

0% more funds holding

Funds holding: 225225 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.92% less ownership

Funds ownership: 97.29%96.37% (-0.92%)

1% less capital invested

Capital invested by funds: $1.21B → $1.2B (-$15.7M)

4% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 81

11% less call options, than puts

Call options by funds: $2.44M | Put options by funds: $2.75M

Holders
225
Holders Change
Holders Change %
0%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
78
Reduced
81
Closed
29
Calls
$2.44M
Puts
$2.75M
Net Calls
-$312K
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$535K
Fidelity Investments
127
Fidelity Investments
Massachusetts
$535K -$109K -3,886 -17%
SPC
128
Sigma Planning Corp
Michigan
$523K +$28 +1 +0%
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$501K +$5.59K +200 +1%
AB
130
Amalgamated Bank
New York
$499K -$18.3K -654 -4%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$494K +$23.2K +831 +5%
MSRPS
132
Maryland State Retirement & Pension System
Maryland
$481K -$15.8K -564 -3%
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$462K
GAM
134
Gotham Asset Management
New York
$455K +$444K +15,890 New
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$447K -$8.77M -313,900 -95%
PTC
136
Petrus Trust Company
Texas
$446K +$36.6K +1,311 +9%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$435K -$136K -4,858 -24%
LPL Financial
138
LPL Financial
California
$430K -$110K -3,933 -21%
TRSOTSOK
139
Teachers Retirement System of the State of Kentucky
Kentucky
$429K +$21.3K +762 +5%
NYLIM
140
New York Life Investment Management
New York
$406K -$70.6K -2,527 -15%
PMEF
141
Point72 Middle East FZE
United Arab Emirates
$405K +$300K +10,722 +313%
FRM
142
Fox Run Management
Connecticut
$397K +$388K +13,874 New
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$386K -$11.2K -400 -3%
MAM
144
Martingale Asset Management
Massachusetts
$375K +$366K +13,086 New
SAM
145
Shell Asset Management
Netherlands
$374K -$2.04K -73 -0.6%
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$351K -$49.2K -1,761 -13%
ASRS
147
Arizona State Retirement System
Arizona
$347K -$9.83K -352 -3%
SEI Investments
148
SEI Investments
Pennsylvania
$346K
AI
149
Atom Investors
Texas
$333K -$152K -5,449 -32%
Handelsbanken Fonder
150
Handelsbanken Fonder
Sweden
$321K

LZB Hedge Fund Activity: Q2 2023 in Review

225 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2023, worth a combined $1.2B — down 1.3% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new LZB positions and 29 closed out — a net gain of 1 holder — while 78 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock, adding an estimated $5.03M. The largest seller was Pacer Advisors, exiting entirely with an estimated $14.2M sold.

  • 225 institutional investors held La-Z-Boy (LZB) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $1.2B of La-Z-Boy stock for Q2 2023, down 1.3% quarter-over-quarter.
  • 30 funds opened new La-Z-Boy positions in Q2 2023 and 29 closed out, a net change of +1 holder.
  • The largest La-Z-Boy buyer in Q2 2023 was BlackRock, an estimated $5.03M added.
  • The largest La-Z-Boy seller in Q2 2023 was Pacer Advisors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2023.