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La-Z-Boy

219 hedge funds and large institutions have $892M invested in La-Z-Boy in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

1% more funds holding

Funds holding: 216219 (+3)

4% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 78

0.15% more ownership

Funds ownership: 97.14%97.29% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $944M → $892M (-$51.5M)

15% less call options, than puts

Call options by funds: $1.73M | Put options by funds: $2.03M

Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
81
Reduced
78
Closed
18
Calls
$1.73M
Puts
$2.03M
Net Calls
-$308K
Net Calls Change
-$394K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
201
NewEdge Advisors
Louisiana
$2.42K +$2.58K +106 New
BCMLT
202
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.39K
FFA
203
Farther Finance Advisors
California
$2.28K +$2.43K +100 New
TFGT
204
TS Financial Group (TSFG)
Illinois
$2K +$24 +1 +1%
C
205
Covestor
United Kingdom
$2K +$1.14K +47 +224%
VCM
206
Versant Capital Management
Arizona
$1.46K
LC
207
Lindbrook Capital
California
$1.07K +$1.14K +47 New
RWM
208
Ruedi Wealth Management
Illinois
$1.05K +$1.12K +46 New
JWA
209
JFS Wealth Advisors
Pennsylvania
$958 -$73 -3 -7%
CFGS
210
Concourse Financial Group Securities
Alabama
$844 +$97 +4 +12%
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$753 +$122 +5 +18%
GWS
212
Glassman Wealth Services
Virginia
$571
PFBT
213
Parkside Financial Bank & Trust
Missouri
$570
SC
214
Schubert & Co
Texas
$502
GRP
215
Global Retirement Partners
California
$297
AF
216
Advisornet Financial
Minnesota
$297 +$316 +13 New
Federated Hermes
217
Federated Hermes
Pennsylvania
$274 +$292 +12 New
SIC
218
SJS Investment Consulting
Ohio
$251 -$267 -11 -50%
DI
219
Disciplined Investments
Oklahoma
$205 -$73 -3 -25%
RA
220
Royce & Associates
New York
-$3.71M -164,165 Closed
ACM
221
AlphaCrest Capital Management
New York
-$1.29M -56,999 Closed
CCIA
222
Campbell & Co Investment Adviser
Maryland
-$847K -37,541 Closed
JF
223
Jump Financial
Illinois
-$688K -30,467 Closed
Jane Street
224
Jane Street
New York
-$549K -24,328 Closed
Ensign Peak Advisors
225
Ensign Peak Advisors
Utah
-$422K -18,686 Closed

LZB Hedge Fund Activity: Q4 2022 in Review

219 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2022, worth a combined $892M — down 5.5% from $944M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new LZB positions and 18 closed out — a net gain of 6 holders — while 81 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $5.67M. The largest seller was Morgan Stanley, cutting an estimated $5.51M.

  • 219 institutional investors held La-Z-Boy (LZB) as of Q4 2022, up from 216 in Q3 2022.
  • Funds reported $892M of La-Z-Boy stock for Q4 2022, down 5.5% quarter-over-quarter.
  • 24 funds opened new La-Z-Boy positions in Q4 2022 and 18 closed out, a net change of +6 holders.
  • The largest La-Z-Boy buyer in Q4 2022 was BlackRock, an estimated $5.67M added.
  • The largest La-Z-Boy seller in Q4 2022 was Morgan Stanley, an estimated $5.51M sold.

Based on aggregated 13F filings for Q4 2022.