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La-Z-Boy

214 hedge funds and large institutions have $1.05B invested in La-Z-Boy in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $1.18M

1.52% more ownership

Funds ownership: 94.15%95.67% (+1.5%)

3% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 79

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 230214 (-16)

30% less capital invested

Capital invested by funds: $1.5B → $1.05B (-$449M)

36% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 33

Holders
214
Holders Change
-16
Holders Change %
-6.96%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
81
Reduced
79
Closed
33
Calls
$1.57M
Puts
$1.18M
Net Calls
+$394K
Net Calls Change
-$888K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$33K +$32 +1 +0.1%
DFCM
177
Dark Forest Capital Management
Puerto Rico
$32K +$24.5K +764 +159%
SWA
178
Sutton Wealth Advisors
Florida
$26.1K -$352 -11 -1%
UB
179
UMB Bank
Missouri
$25K -$5.32K -166 -15%
SOW
180
State of Wyoming
Wyoming
$23K -$3.62K -113 -11%
HIA
181
Harbor Investment Advisory
Maryland
$23K
GWM
182
Geneos Wealth Management
Colorado
$14K
ACM
183
Aquatic Capital Management
Illinois
$13K -$9.61K -300 -38%
NSIM
184
North Star Investment Management
Illinois
$13K
Barrow, Hanley, Mewhinney & Strauss
185
Barrow, Hanley, Mewhinney & Strauss
Texas
$11K -$118K -3,696 -90%
QCG
186
Quadrant Capital Group
Ohio
$11K -$192 -6 -1%
GEA
187
Glen Eagle Advisors
New Jersey
$7.91K
PA
188
Parallel Advisors
California
$7K -$1.92K -60 -19%
CCA
189
Catalyst Capital Advisors
New York
$6K +$9.19K +287 New
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$5K -$3.97K -124 -36%
GC
191
Globeflex Capital
California
$5K -$1.12K -35 -17%
MAM
192
Meeder Asset Management
Ohio
$5K +$6.21K +194 New
APA
193
American Portfolios Advisors
New York
$4.88K +$3.23K +101 +120%
IBOK
194
Independence Bank of Kentucky
Kentucky
$3K
C
195
Covestor
United Kingdom
$3K +$512 +16 +15%
MCM
196
Manchester Capital Management
Vermont
$3K +$1.67K +52 +75%
BCMLT
197
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K +$3.36K +105 New
PFBT
198
Parkside Financial Bank & Trust
Missouri
$2K -$2.63K -82 -57%
HWA
199
Heritage Wealth Advisors
Virginia
$2K
ST
200
Smithfield Trust
Pennsylvania
$2K

LZB Hedge Fund Activity: Q1 2022 in Review

214 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2022, worth a combined $1.05B — down 30% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of LZB and 21 opened new positions — a net loss of 12 holders — while 79 trimmed existing stakes and 81 added.

The largest buyer was William Blair Investment Management, adding an estimated $18.7M. The largest seller was Wellington Management Group, cutting an estimated $71.6M.

  • 214 institutional investors held La-Z-Boy (LZB) as of Q1 2022, down from 230 in Q4 2021.
  • Funds reported $1.05B of La-Z-Boy stock for Q1 2022, down 30% quarter-over-quarter.
  • 21 funds opened new La-Z-Boy positions in Q1 2022 and 33 closed out, a net change of -12 holders.
  • The largest La-Z-Boy buyer in Q1 2022 was William Blair Investment Management, an estimated $18.7M added.
  • The largest La-Z-Boy seller in Q1 2022 was Wellington Management Group, an estimated $71.6M sold.

Based on aggregated 13F filings for Q1 2022.