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La-Z-Boy

215 hedge funds and large institutions have $1.32B invested in La-Z-Boy in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 82 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $5.2M | Put options by funds: $1.53M

10% more capital invested

Capital invested by funds: $1.2B → $1.32B (+$122M)

2.72% more ownership

Funds ownership: 96.37%99.09% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 225215 (-10)

22% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 82

23% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 39

Holders
215
Holders Change
-10
Holders Change %
-4.44%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
64
Reduced
82
Closed
39
Calls
$5.2M
Puts
$1.53M
Net Calls
+$3.67M
Net Calls Change
+$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
176
Bollard Group
Massachusetts
$57K +$308 +10 +0.5%
Ohio Public Employees Retirement System (OPERS)
177
Ohio Public Employees Retirement System (OPERS)
Ohio
$52K -$1.14K -37 -2%
Osaic Holdings
178
Osaic Holdings
Arizona
$50.1K -$7.27K -236 -13%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$39.6K -$29.8K -967 -43%
AF
180
Allworth Financial
California
$35.3K
CFB
181
Cullen/Frost Bankers
Texas
$30.9K
GWM
182
Geneos Wealth Management
Colorado
$17.5K
NSIM
183
North Star Investment Management
Illinois
$15.4K
Barrow, Hanley, Mewhinney & Strauss
184
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.8K
C
185
Covestor
United Kingdom
$10K -$154 -5 -2%
GEA
186
Glen Eagle Advisors
New Jersey
$9.26K
QCG
187
Quadrant Capital Group
Ohio
$9.26K
Federated Hermes
188
Federated Hermes
Pennsylvania
$7.63K -$15.6K -507 -67%
SWM
189
Spire Wealth Management
Virginia
$7.58K +$31 +1 +0.4%
EWA
190
EverSource Wealth Advisors
Alabama
$6.52K
PA
191
Parallel Advisors
California
$6.36K -$1.79K -58 -22%
GC
192
Globeflex Capital
California
$5.34K
VCM
193
Versant Capital Management
Arizona
$4.04K -$1.02K -33 -20%
Mitsubishi UFJ Asset Management
194
Mitsubishi UFJ Asset Management
Japan
$3.27K +$3.26K +106 New
FFA
195
Farther Finance Advisors
California
$3.09K
BCMLT
196
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K
GA
197
GoalVest Advisory
New York
$2.96K +$431 +14 +17%
TFGT
198
TS Financial Group (TSFG)
Illinois
$2K
Creative Planning
199
Creative Planning
Kansas
$1.67K +$1.66K +54 New
SPIA
200
Steward Partners Investment Advisory
New York
$1.57K

LZB Hedge Fund Activity: Q3 2023 in Review

215 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2023, worth a combined $1.32B — up 10% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of LZB and 30 opened new positions — a net loss of 9 holders — while 82 trimmed existing stakes and 64 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $28.1M. The largest seller was BlackRock, cutting an estimated $14.1M.

  • 215 institutional investors held La-Z-Boy (LZB) as of Q3 2023, down from 225 in Q2 2023.
  • Funds reported $1.32B of La-Z-Boy stock for Q3 2023, up 10% quarter-over-quarter.
  • 30 funds opened new La-Z-Boy positions in Q3 2023 and 39 closed out, a net change of -9 holders.
  • The largest La-Z-Boy buyer in Q3 2023 was Pacer Advisors, an estimated $28.1M added.
  • The largest La-Z-Boy seller in Q3 2023 was BlackRock, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2023.