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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
ETC
126
Exchange Traded Concepts
Oklahoma
$504K +$458K +14,869 +1,030%
MSRPS
127
Maryland State Retirement & Pension System
Maryland
$492K -$26.6K -864 -5%
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$463K
SM
129
Sciencast Management
New Jersey
$460K +$177K +5,755 +63%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$455K -$13.6K -441 -3%
Man Group
131
Man Group
United Kingdom
$433K
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$417K +$38.7K +1,256 +10%
OPERF
133
Oregon Public Employees Retirement Fund
Oregon
$397K -$18.5K -600 -4%
SAM
134
Shell Asset Management
Netherlands
$397K -$6.16K -200 -2%
MC
135
Maverick Capital
Texas
$396K +$395K +12,821 New
ASRS
136
Arizona State Retirement System
Arizona
$381K +$6.65K +216 +2%
NYLIM
137
New York Life Investment Management
New York
$377K -$60K -1,948 -14%
SEI Investments
138
SEI Investments
Pennsylvania
$373K
WG
139
Winton Group
United Kingdom
$365K +$26.8K +870 +8%
Verition Fund Management
140
Verition Fund Management
Connecticut
$356K +$355K +11,537 New
HC
141
Henshaw Capital
Massachusetts
$356K +$355K +11,521 New
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$346K
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$345K +$344K +11,161 New
MHI
144
Miller Howard Investments
New York
$340K +$339K +11,000 New
IA
145
IFP Advisors
Florida
$325K +$101K +3,291 +45%
II
146
Inspire Investing
Idaho
$305K +$304K +9,874 New
MAM
147
Meeder Asset Management
Ohio
$294K +$284K +9,218 +2,945%
PCM
148
Penserra Capital Management
California
$291K
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$289K +$72.2K +2,345 +33%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$282K +$270K +8,756 New

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.