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La-Z-Boy

211 hedge funds and large institutions have $991M invested in La-Z-Boy in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $3.5M | Put options by funds: $3.13M

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

1.26% more ownership

Funds ownership: 95.67%96.93% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 214211 (-3)

6% less capital invested

Capital invested by funds: $1.05B → $991M (-$59.4M)

Holders
211
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
74
Reduced
72
Closed
27
Calls
$3.5M
Puts
$3.13M
Net Calls
+$372K
Net Calls Change
-$22K
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
201
Independence Bank of Kentucky
Kentucky
$2K
ST
202
Smithfield Trust
Pennsylvania
$2K
TFGT
203
TS Financial Group (TSFG)
Illinois
$2K +$26 +1 +1%
PCG
204
Private Capital Group
Connecticut
$2K +$180 +7 +8%
JWA
205
JFS Wealth Advisors
Pennsylvania
$1K
STCOSD
206
Sageworth Trust Company of South Dakota
South Dakota
$1K
SPIA
207
Steward Partners Investment Advisory
New York
$1K
GWS
208
Glassman Wealth Services
Virginia
$1K +$360 +14 +82%
SC
209
Schubert & Co
Texas
$1K +$437 +17 +189%
Wellington Management Group
210
Wellington Management Group
Massachusetts
-$9.23M -350,000 Closed
KCM
211
Kennedy Capital Management
Missouri
-$7M -265,568 Closed
DRZID
212
DePrince Race & Zollo Inc (DRZ)
Florida
-$4.53M -171,704 Closed
ECM
213
Evergreen Capital Management
Washington
-$1.98M -74,993 Closed
Hudson Bay Capital Management
214
Hudson Bay Capital Management
Connecticut
-$1.64M -62,201 Closed
WP
215
Woodline Partners
California
-$1.45M -54,942 Closed
GC
216
Guggenheim Capital
Illinois
-$1.4M -53,148 Closed
RBA
217
Richard Bernstein Advisors
New York
-$637K -24,175 Closed
HEIP
218
Hudson Edge Investment Partners
New Jersey
-$433K -16,437 Closed
FRM
219
Fox Run Management
Connecticut
-$332K -12,602 Closed
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
-$347K -12,588 Closed
QC
221
Quantedge Capital
Singapore
-$316K -12,000 Closed
AQR Capital Management
222
AQR Capital Management
Connecticut
-$272K -10,333 Closed
ProShare Advisors
223
ProShare Advisors
Maryland
-$258K -9,785 Closed
Teacher Retirement System of Texas
224
Teacher Retirement System of Texas
Texas
-$240K -9,116 Closed
BC
225
Burney Company
Virginia
-$235K -8,925 Closed

LZB Hedge Fund Activity: Q2 2022 in Review

211 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2022, worth a combined $991M — down 5.7% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new LZB positions and 27 closed out — a net gain of 3 holders — while 74 added to existing stakes and 72 trimmed.

The largest buyer was Cubist Systematic Strategies, adding an estimated $8.83M. The largest seller was Janus Henderson Group, cutting an estimated $17.4M.

  • 211 institutional investors held La-Z-Boy (LZB) as of Q2 2022, down from 214 in Q1 2022.
  • Funds reported $991M of La-Z-Boy stock for Q2 2022, down 5.7% quarter-over-quarter.
  • 30 funds opened new La-Z-Boy positions in Q2 2022 and 27 closed out, a net change of +3 holders.
  • The largest La-Z-Boy buyer in Q2 2022 was Cubist Systematic Strategies, an estimated $8.83M added.
  • The largest La-Z-Boy seller in Q2 2022 was Janus Henderson Group, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2022.