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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
EVM
176
Eaton Vance Management
Massachusetts
$196K +$4.71K +135 +3%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$166K +$11.6K +331 +8%
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$160K +$10.5K +301 +7%
Allspring Global Investments
179
Allspring Global Investments
North Carolina
$154K +$149K +4,266 New
Barrow, Hanley, Mewhinney & Strauss
180
Barrow, Hanley, Mewhinney & Strauss
Texas
$150K +$15.7K +449 +12%
AIP
181
Ameritas Investment Partners
Nebraska
$132K
Group One Trading
182
Group One Trading
Illinois
$129K +$58.6K +1,679 +90%
TRCT
183
Tower Research Capital (TRC)
New York
$126K -$737K -21,127 -86%
ME
184
McIlrath & Eck
Washington
$80K -$698 -20 -0.9%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$65K -$25.6K -734 -29%
BG
186
Bollard Group
Massachusetts
$64K +$279 +8 +0.5%
CWS
187
Confluence Wealth Services
Pennsylvania
$61K +$59.3K +1,700 New
AF
188
Allworth Financial
California
$45K
UB
189
UMB Bank
Missouri
$40K +$38.9K +1,114 New
FHA
190
First Horizon Advisors
Tennessee
$37K -$7.08K -203 -16%
SWA
191
Sutton Wealth Advisors
Florida
$36.3K +$384 +11 +1%
SOW
192
State of Wyoming
Wyoming
$36K +$34.8K +996 New
HIA
193
Harbor Investment Advisory
Maryland
$32K
ACM
194
Aquatic Capital Management
Illinois
$29K +$27.9K +800 New
PHK
195
Point72 Hong Kong
Hong Kong
$25K +$23.8K +681 New
SFM
196
Signet Financial Management
New Jersey
$23K +$21.9K +627 New
GWM
197
Geneos Wealth Management
Colorado
$20K
NFG
198
Next Financial Group
Texas
$18K
NSIM
199
North Star Investment Management
Illinois
$18K
DFCM
200
Dark Forest Capital Management
Puerto Rico
$17K +$16.7K +480 New

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.