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La-Z-Boy

219 hedge funds and large institutions have $892M invested in La-Z-Boy in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

1% more funds holding

Funds holding: 216219 (+3)

4% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 78

0.15% more ownership

Funds ownership: 97.14%97.29% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $944M → $892M (-$51.5M)

15% less call options, than puts

Call options by funds: $1.73M | Put options by funds: $2.03M

Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
81
Reduced
78
Closed
18
Calls
$1.73M
Puts
$2.03M
Net Calls
-$308K
Net Calls Change
-$394K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$40K -$89.8K -3,692 -68%
TRCT
177
Tower Research Capital (TRC)
New York
$36K -$119K -4,884 -76%
AF
178
Allworth Financial
California
$27.9K -$292 -12 -1%
SWA
179
Sutton Wealth Advisors
Florida
$23.3K
UB
180
UMB Bank
Missouri
$23K -$97 -4 -0.4%
FHA
181
First Horizon Advisors
Tennessee
$22.2K
Allspring Global Investments
182
Allspring Global Investments
North Carolina
$20.9K -$2.89M -119,042 -99%
HIA
183
Harbor Investment Advisory
Maryland
$20.1K
QCG
184
Quadrant Capital Group
Ohio
$14.8K -$3.65K -150 -19%
GWM
185
Geneos Wealth Management
Colorado
$12.9K
NSIM
186
North Star Investment Management
Illinois
$11.4K
QL
187
Quarry LP
New York
$8.17K +$8.71K +358 New
Barrow, Hanley, Mewhinney & Strauss
188
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.01K
MAM
189
Meeder Asset Management
Ohio
$7.37K -$4.84K -199 -38%
GEA
190
Glen Eagle Advisors
New Jersey
$6.85K
PA
191
Parallel Advisors
California
$6.02K -$1.34K -55 -17%
SWM
192
Spire Wealth Management
Virginia
$5K +$1.07K +44 +22%
TWA
193
TCI Wealth Advisors
Arizona
$4.84K
S
194
SignatureFD
Georgia
$4.68K -$3.84K -158 -44%
CS
195
Comerica Securities
Michigan
$4.41K +$4.69K +193 New
PTC
196
Private Trust Company
Ohio
$4K
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$4K +$24 +1 +0.5%
GC
198
Globeflex Capital
California
$3.95K
SPIA
199
Steward Partners Investment Advisory
New York
$3.45K +$2.43K +100 +196%
EWA
200
EverSource Wealth Advisors
Alabama
$2.69K -$6.03K -248 -68%

LZB Hedge Fund Activity: Q4 2022 in Review

219 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2022, worth a combined $892M — down 5.5% from $944M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new LZB positions and 18 closed out — a net gain of 6 holders — while 81 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $5.67M. The largest seller was Morgan Stanley, cutting an estimated $5.51M.

  • 219 institutional investors held La-Z-Boy (LZB) as of Q4 2022, up from 216 in Q3 2022.
  • Funds reported $892M of La-Z-Boy stock for Q4 2022, down 5.5% quarter-over-quarter.
  • 24 funds opened new La-Z-Boy positions in Q4 2022 and 18 closed out, a net change of +6 holders.
  • The largest La-Z-Boy buyer in Q4 2022 was BlackRock, an estimated $5.67M added.
  • The largest La-Z-Boy seller in Q4 2022 was Morgan Stanley, an estimated $5.51M sold.

Based on aggregated 13F filings for Q4 2022.