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La-Z-Boy

214 hedge funds and large institutions have $1.05B invested in La-Z-Boy in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $1.18M

1.52% more ownership

Funds ownership: 94.15%95.67% (+1.5%)

3% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 79

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 230214 (-16)

30% less capital invested

Capital invested by funds: $1.5B → $1.05B (-$449M)

36% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 33

Holders
214
Holders Change
-16
Holders Change %
-6.96%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
81
Reduced
79
Closed
33
Calls
$1.57M
Puts
$1.18M
Net Calls
+$394K
Net Calls Change
-$888K
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
201
Tarbox Family Office
California
$2K
VCM
202
Versant Capital Management
Arizona
$2K
PCG
203
Private Capital Group
Connecticut
$2K +$32 +1 +1%
TFGT
204
TS Financial Group (TSFG)
Illinois
$2K +$2.31K +72 New
STCOSD
205
Sageworth Trust Company of South Dakota
South Dakota
$1K -$3.75K -117 -82%
LC
206
Lindbrook Capital
California
$1K -$416 -13 -28%
SPIA
207
Steward Partners Investment Advisory
New York
$1K -$32 -1 -2%
JWA
208
JFS Wealth Advisors
Pennsylvania
$1K +$608 +19 +127%
CI
209
Cordant Inc
Oregon
$1K +$640 +20 New
MVP
210
Medina Value Partners
California
-$6.01M -165,600 Closed
GCP
211
GSA Capital Partners
United Kingdom
-$1.01M -27,862 Closed
AI
212
Atom Investors
Texas
-$928K -25,552 Closed
KSCM
213
King Street Capital Management
New York
-$893K -24,600 Closed
JG
214
Jefferies Group
New York
-$672K -18,512 Closed
Two Sigma Investments
215
Two Sigma Investments
New York
-$665K -18,306 Closed
Citadel Advisors
216
Citadel Advisors
Florida
-$554K -17,306 Closed
Point72 Asset Management
217
Point72 Asset Management
Connecticut
-$625K -17,200 Closed
OQS
218
Occudo Quantitative Strategies
Florida
-$499K -13,744 Closed
AC
219
Apogem Capital
New York
-$492K -13,537 Closed
D.E. Shaw & Co
220
D.E. Shaw & Co
New York
-$488K -13,442 Closed
JF
221
Jump Financial
Illinois
-$468K -12,900 Closed
AA
222
ALPS Advisors
Colorado
-$403K -11,102 Closed
Balyasny Asset Management
223
Balyasny Asset Management
Illinois
-$400K -11,005 Closed
PMAM
224
Picton Mahoney Asset Management
Ontario, Canada
-$396K -10,900 Closed
AC
225
Allstate Corporation
Illinois
-$330K -9,076 Closed

LZB Hedge Fund Activity: Q1 2022 in Review

214 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2022, worth a combined $1.05B — down 30% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of LZB and 21 opened new positions — a net loss of 12 holders — while 79 trimmed existing stakes and 81 added.

The largest buyer was William Blair Investment Management, adding an estimated $18.7M. The largest seller was Wellington Management Group, cutting an estimated $71.6M.

  • 214 institutional investors held La-Z-Boy (LZB) as of Q1 2022, down from 230 in Q4 2021.
  • Funds reported $1.05B of La-Z-Boy stock for Q1 2022, down 30% quarter-over-quarter.
  • 21 funds opened new La-Z-Boy positions in Q1 2022 and 33 closed out, a net change of -12 holders.
  • The largest La-Z-Boy buyer in Q1 2022 was William Blair Investment Management, an estimated $18.7M added.
  • The largest La-Z-Boy seller in Q1 2022 was Wellington Management Group, an estimated $71.6M sold.

Based on aggregated 13F filings for Q1 2022.