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La-Z-Boy

225 hedge funds and large institutions have $1.2B invested in La-Z-Boy in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

0% more funds holding

Funds holding: 225225 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.92% less ownership

Funds ownership: 97.29%96.37% (-0.92%)

1% less capital invested

Capital invested by funds: $1.21B → $1.2B (-$15.7M)

4% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 81

11% less call options, than puts

Call options by funds: $2.44M | Put options by funds: $2.75M

Holders
225
Holders Change
Holders Change %
0%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
78
Reduced
81
Closed
29
Calls
$2.44M
Puts
$2.75M
Net Calls
-$312K
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
176
Aquatic Capital Management
Illinois
$100K +$97.8K +3,500 New
US Bancorp
177
US Bancorp
Minnesota
$92.7K -$82.2K -2,941 -48%
ME
178
McIlrath & Eck
Washington
$73.3K +$9.92K +355 +16%
Simplex Trading
179
Simplex Trading
Illinois
$72K +$71K +2,541 New
TRCT
180
Tower Research Capital (TRC)
New York
$71.4K +$36.8K +1,317 +112%
MLICM
181
Metropolitan Life Insurance Company (MetLife)
New York
$66.8K
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$64.4K -$978 -35 -2%
Osaic Holdings
183
Osaic Holdings
Arizona
$53.2K -$65.5K -2,346 -56%
BG
184
Bollard Group
Massachusetts
$52K +$335 +12 +0.7%
Ohio Public Employees Retirement System (OPERS)
185
Ohio Public Employees Retirement System (OPERS)
Ohio
$49K -$2.23K -80 -4%
ETC
186
Exchange Traded Concepts
Oklahoma
$41.4K +$40.3K +1,444 New
AF
187
Allworth Financial
California
$32.8K
CFB
188
Cullen/Frost Bankers
Texas
$28.6K +$27.9K +1,000 New
HIA
189
Harbor Investment Advisory
Maryland
$25.3K
Federated Hermes
190
Federated Hermes
Pennsylvania
$21.6K -$16.3K -585 -44%
GWM
191
Geneos Wealth Management
Colorado
$16.2K
NSIM
192
North Star Investment Management
Illinois
$14.3K
UB
193
UMB Bank
Missouri
$11.1K -$14.2K -509 -57%
Barrow, Hanley, Mewhinney & Strauss
194
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.1K
C
195
Covestor
United Kingdom
$9K +$5.92K +212 +216%
MAM
196
Meeder Asset Management
Ohio
$8.96K
GEA
197
Glen Eagle Advisors
New Jersey
$8.59K
QCG
198
Quadrant Capital Group
Ohio
$8.59K +$1.28K +46 +18%
PA
199
Parallel Advisors
California
$7.56K -$363 -13 -5%
SWM
200
Spire Wealth Management
Virginia
$6.99K +$56 +2 +0.8%

LZB Hedge Fund Activity: Q2 2023 in Review

225 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2023, worth a combined $1.2B — down 1.3% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new LZB positions and 29 closed out — a net gain of 1 holder — while 78 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock, adding an estimated $5.03M. The largest seller was Pacer Advisors, exiting entirely with an estimated $14.2M sold.

  • 225 institutional investors held La-Z-Boy (LZB) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $1.2B of La-Z-Boy stock for Q2 2023, down 1.3% quarter-over-quarter.
  • 30 funds opened new La-Z-Boy positions in Q2 2023 and 29 closed out, a net change of +1 holder.
  • The largest La-Z-Boy buyer in Q2 2023 was BlackRock, an estimated $5.03M added.
  • The largest La-Z-Boy seller in Q2 2023 was Pacer Advisors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2023.