La-Z-Boy
228 hedge funds and large institutions have $1.55B invested in La-Z-Boy in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 24 closing their positions.
258% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $3.02M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 90
1.54% less ownership
Funds ownership: 94.06% → 92.53% (-1.5%)
3% less funds holding
Funds holding: 234 → 228 (-6)
16% less capital invested
Capital invested by funds: $1.85B → $1.55B (-$300M)
25% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.6M |
| 2 |
Millennium Management
New York
|
+$12.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$9.49M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$5.28M |
| 5 |
ACM
AlphaCrest Capital Management
New York
|
+$5.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$61.8M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$13.2M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$10.6M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$9.02M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$7.61M |
LZB Hedge Fund Activity: Q2 2021 in Review
228 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2021, worth a combined $1.55B — down 16% from $1.85B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of LZB and 18 opened new positions — a net loss of 6 holders — while 90 trimmed existing stakes and 87 added.
The largest buyer was Morgan Stanley, adding an estimated $15.6M. The largest seller was Wellington Management Group, cutting an estimated $61.8M.
- 228 institutional investors held La-Z-Boy (LZB) as of Q2 2021, down from 234 in Q1 2021.
- Funds reported $1.55B of La-Z-Boy stock for Q2 2021, down 16% quarter-over-quarter.
- 18 funds opened new La-Z-Boy positions in Q2 2021 and 24 closed out, a net change of -6 holders.
- The largest La-Z-Boy buyer in Q2 2021 was Morgan Stanley, an estimated $15.6M added.
- The largest La-Z-Boy seller in Q2 2021 was Wellington Management Group, an estimated $61.8M sold.
Based on aggregated 13F filings for Q2 2021.