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La-Z-Boy
LZB

218 hedge funds and large institutions have $1.59B invested in La-Z-Boy in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 96 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $5.08M | Put options by funds: $1.76M

21% more capital invested

Capital invested by funds: $1.32B → $1.59B (+$271M)

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

1.5% more ownership

Funds ownership: 99.09% → 100.58% (+1.5%)

1% more funds holding

Funds holding: 215 → 218 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

36% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 96

Holders
218
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
61
Reduced
96
Closed
22
Calls
$5.08M
Puts
$1.76M
Net Calls
+$3.31M
Net Calls Change
-$359K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$17.4M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$8.89M
3
BlackRock
BlackRock
New York
+$8.06M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$6.2M
5
First Trust Advisors
First Trust Advisors
Illinois
+$6.14M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$23.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.01M
3
CCM
Cinctive Capital Management
New York
-$3.88M
4
Invesco
Invesco
Georgia
-$3.59M
5
VVP
Venture Visionary Partners
Ohio
-$3.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$559K -$242K -7,522 -33%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$553K – – –
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$541K -$2.54K -79 -0.5%
TRCT
129
Tower Research Capital (TRC)
New York
$528K +$284K +8,827 +161%
Man Group
130
Man Group
United Kingdom
$496K +$433K +13,444 New
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$476K -$19.7K -612 -5%
HCA
132
Harbor Capital Advisors
Illinois
$464K +$150K +4,658 +59%
OPERF
133
Oregon Public Employees Retirement Fund
Oregon
$464K -$9.67K -300 -2%
SEI Investments
134
SEI Investments
Pennsylvania
$446K – – –
ASRS
135
Arizona State Retirement System
Arizona
$444K -$9.6K -298 -2%
NYLIM
136
New York Life Investment Management
New York
$438K -$11.2K -347 -3%
CIM
137
Cambria Investment Management
California
$429K +$374K +11,610 New
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$412K +$129 +4 +0%
MHI
139
Miller Howard Investments
New York
$411K +$4.35K +135 +1%
ETC
140
Exchange Traded Concepts
Oklahoma
$401K -$176K -5,465 -34%
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$391K -$19.3K -600 -5%
II
142
Inspire Investing
Idaho
$385K +$18.2K +565 +6%
QC
143
Quadrature Capital
United Kingdom
$376K +$66.2K +2,054 +25%
SAM
144
Shell Asset Management
Netherlands
$365K -$96K -2,981 -23%
MAM
145
Meeder Asset Management
Ohio
$352K – – –
EGM
146
Engineers Gate Manager
New York
$351K +$306K +9,503 New
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$346K – – –
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$343K -$633K -19,647 -68%
Public Employees Retirement Association of Colorado
149
Public Employees Retirement Association of Colorado
Colorado
$324K -$3.13K -97 -1%
PCM
150
Penserra Capital Management
California
$314K -$29K -900 -10%
4 5
6
7 8

LZB Hedge Fund Activity: Q4 2023 in Review

218 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2023, worth a combined $1.59B — up 21% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LZB positions and 22 closed out — a net gain of 4 holders — while 61 added to existing stakes and 96 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.4M. The largest seller was Macquarie Group, cutting an estimated $23.1M.

  • 218 institutional investors held La-Z-Boy (LZB) as of Q4 2023, up from 215 in Q3 2023.
  • Funds reported $1.59B of La-Z-Boy stock for Q4 2023, up 21% quarter-over-quarter.
  • 26 funds opened new La-Z-Boy positions in Q4 2023 and 22 closed out, a net change of +4 holders.
  • The largest La-Z-Boy buyer in Q4 2023 was Morgan Stanley, an estimated $17.4M added.
  • The largest La-Z-Boy seller in Q4 2023 was Macquarie Group, an estimated $23.1M sold.

Based on aggregated 13F filings for Q4 2023.