We are live on ! Find out more
LZB icon

La-Z-Boy

225 hedge funds and large institutions have $1.2B invested in La-Z-Boy in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

0% more funds holding

Funds holding: 225225 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.92% less ownership

Funds ownership: 97.29%96.37% (-0.92%)

1% less capital invested

Capital invested by funds: $1.21B → $1.2B (-$15.7M)

4% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 81

11% less call options, than puts

Call options by funds: $2.44M | Put options by funds: $2.75M

Holders
225
Holders Change
Holders Change %
0%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
78
Reduced
81
Closed
29
Calls
$2.44M
Puts
$2.75M
Net Calls
-$312K
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$6.04K +$4.41K +158 +298%
Point72 Asset Management
202
Point72 Asset Management
Connecticut
$5.38K +$5.25K +188 New
GC
203
Globeflex Capital
California
$4.96K
VCM
204
Versant Capital Management
Arizona
$4.7K +$2.79K +100 +156%
BF
205
BOK Financial
Oklahoma
$4.27K +$4.16K +149 New
BCMLT
206
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K
FFA
207
Farther Finance Advisors
California
$2.86K
GA
208
GoalVest Advisory
New York
$2.35K +$2.29K +82 New
HNB
209
Huntington National Bank
Ohio
$2.23K +$2.18K +78 New
TFGT
210
TS Financial Group (TSFG)
Illinois
$2K +$28 +1 +1%
SPIA
211
Steward Partners Investment Advisory
New York
$1.46K
LC
212
Lindbrook Capital
California
$1.35K
RWM
213
Ruedi Wealth Management
Illinois
$1.32K
JWA
214
JFS Wealth Advisors
Pennsylvania
$1.18K -$196 -7 -15%
FHA
215
First Horizon Advisors
Tennessee
$1.06K -$18.8K -673 -95%
CFGS
216
Concourse Financial Group Securities
Alabama
$1.03K -$112 -4 -10%
Bessemer Group
217
Bessemer Group
New Jersey
$1K +$1.26K +45 New
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$945
GWS
219
Glassman Wealth Services
Virginia
$716
S
220
SignatureFD
Georgia
$516 -$168 -6 -25%
AF
221
Advisornet Financial
Minnesota
$401 -$28 -1 -7%
GRP
222
Global Retirement Partners
California
$372
SIC
223
SJS Investment Consulting
Ohio
$316 -$56 -2 -15%
DI
224
Disciplined Investments
Oklahoma
$315
PFBT
225
Parkside Financial Bank & Trust
Missouri
$201

LZB Hedge Fund Activity: Q2 2023 in Review

225 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2023, worth a combined $1.2B — down 1.3% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new LZB positions and 29 closed out — a net gain of 1 holder — while 78 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock, adding an estimated $5.03M. The largest seller was Pacer Advisors, exiting entirely with an estimated $14.2M sold.

  • 225 institutional investors held La-Z-Boy (LZB) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $1.2B of La-Z-Boy stock for Q2 2023, down 1.3% quarter-over-quarter.
  • 30 funds opened new La-Z-Boy positions in Q2 2023 and 29 closed out, a net change of +1 holder.
  • The largest La-Z-Boy buyer in Q2 2023 was BlackRock, an estimated $5.03M added.
  • The largest La-Z-Boy seller in Q2 2023 was Pacer Advisors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2023.