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La-Z-Boy

230 hedge funds and large institutions have $1.5B invested in La-Z-Boy in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $337K

13% more capital invested

Capital invested by funds: $1.32B → $1.5B (+$176M)

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

1.53% more ownership

Funds ownership: 92.62%94.15% (+1.5%)

1% more funds holding

Funds holding: 228230 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 86

Holders
230
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
68
Reduced
86
Closed
33
Calls
$1.62M
Puts
$337K
Net Calls
+$1.28M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
201
Quadrant Capital Group
Ohio
$15K -$4.57K -131 -24%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$12K +$4.54K +130 +61%
PA
203
Parallel Advisors
California
$11K -$1.47K -42 -12%
GEA
204
Glen Eagle Advisors
New Jersey
$10.9K
GC
205
Globeflex Capital
California
$8K +$6.04K +173 +494%
TWA
206
TCI Wealth Advisors
Arizona
$6K
EWA
207
EverSource Wealth Advisors
Alabama
$6K +$5.27K +151 New
PFBT
208
Parkside Financial Bank & Trust
Missouri
$5K
EI
209
Ellevest Inc
New York
$5K +$4.92K +141 New
STCOSD
210
Sageworth Trust Company of South Dakota
South Dakota
$5K +$4.99K +143 New
IBOK
211
Independence Bank of Kentucky
Kentucky
$4K
C
212
Covestor
United Kingdom
$4K +$3.66K +105 New
APA
213
American Portfolios Advisors
New York
$3.05K
HWA
214
Heritage Wealth Advisors
Virginia
$3K
MCM
215
Manchester Capital Management
Vermont
$3K
PCG
216
Private Capital Group
Connecticut
$3K
ST
217
Smithfield Trust
Pennsylvania
$3K
TFO
218
Tarbox Family Office
California
$3K
ST
219
Sageworth Trust
Pennsylvania
$2K -$5.13K -147 -77%
SPIA
220
Steward Partners Investment Advisory
New York
$2K -$1.78K -51 -50%
VCM
221
Versant Capital Management
Arizona
$2K
LC
222
Lindbrook Capital
California
$2K +$907 +26 +124%
BIA
223
Bell Investment Advisors
California
$2K +$1.53K +44 +314%
QT
224
Quantbot Technologies
New York
$1K -$5.65K -162 -85%
JFGIW
225
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K -$523 -15 -50%

LZB Hedge Fund Activity: Q4 2021 in Review

230 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2021, worth a combined $1.5B — up 13% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new LZB positions and 33 closed out — a net gain of 4 holders — while 68 added to existing stakes and 86 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $25.6M. The largest seller was Millennium Management, exiting entirely with an estimated $26.9M sold.

  • 230 institutional investors held La-Z-Boy (LZB) as of Q4 2021, up from 228 in Q3 2021.
  • Funds reported $1.5B of La-Z-Boy stock for Q4 2021, up 13% quarter-over-quarter.
  • 37 funds opened new La-Z-Boy positions in Q4 2021 and 33 closed out, a net change of +4 holders.
  • The largest La-Z-Boy buyer in Q4 2021 was William Blair Investment Management, an estimated $25.6M added.
  • The largest La-Z-Boy seller in Q4 2021 was Millennium Management, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2021.