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La-Z-Boy

215 hedge funds and large institutions have $1.32B invested in La-Z-Boy in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 82 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more call options, than puts

Call options by funds: $5.2M | Put options by funds: $1.53M

10% more capital invested

Capital invested by funds: $1.2B → $1.32B (+$122M)

2.72% more ownership

Funds ownership: 96.37%99.09% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 225215 (-10)

22% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 82

23% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 39

Holders
215
Holders Change
-10
Holders Change %
-4.44%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
64
Reduced
82
Closed
39
Calls
$5.2M
Puts
$1.53M
Net Calls
+$3.67M
Net Calls Change
+$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
201
Lindbrook Capital
California
$1.45K
RWM
202
Ruedi Wealth Management
Illinois
$1.42K
JWA
203
JFS Wealth Advisors
Pennsylvania
$1.36K +$92 +3 +7%
FHA
204
First Horizon Advisors
Tennessee
$1.14K
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$1.02K
Bessemer Group
206
Bessemer Group
New Jersey
$1K
SFG
207
Steward Financial Group
Texas
$1K +$1.29K +42 New
GWS
208
Glassman Wealth Services
Virginia
$772
BIA
209
Bell Investment Advisors
California
$618 +$616 +20 New
S
210
SignatureFD
Georgia
$556
AF
211
Advisornet Financial
Minnesota
$432
SIC
212
SJS Investment Consulting
Ohio
$402 +$62 +2 +18%
GRP
213
Global Retirement Partners
California
$397
PFBT
214
Parkside Financial Bank & Trust
Missouri
$217
ECM
215
Everence Capital Management
Indiana
$215 +$215K +6,970 New
CA
216
Crewe Advisors
Utah
$124 +$123 +4 New
NIG
217
NFJ Investment Group
Texas
-$4.1M -143,254 Closed
DA
218
Denali Advisors
California
-$2.3M -80,300 Closed
Jane Street
219
Jane Street
New York
-$2.4M -77,964 Closed
ECM
220
ExodusPoint Capital Management
New York
-$1.86M -65,043 Closed
BA
221
Bridgewater Associates
Connecticut
-$1.72M -60,103 Closed
HF
222
HRT Financial
New York
-$1.68M -58,491 Closed
CSS
223
Cubist Systematic Strategies
Connecticut
-$1.6M -55,945 Closed
AP
224
Advisors Preferred
Maryland
-$1.28M -44,824 Closed
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
-$1.25M -40,666 Closed

LZB Hedge Fund Activity: Q3 2023 in Review

215 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q3 2023, worth a combined $1.32B — up 10% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of LZB and 30 opened new positions — a net loss of 9 holders — while 82 trimmed existing stakes and 64 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $28.1M. The largest seller was BlackRock, cutting an estimated $14.1M.

  • 215 institutional investors held La-Z-Boy (LZB) as of Q3 2023, down from 225 in Q2 2023.
  • Funds reported $1.32B of La-Z-Boy stock for Q3 2023, up 10% quarter-over-quarter.
  • 30 funds opened new La-Z-Boy positions in Q3 2023 and 39 closed out, a net change of -9 holders.
  • The largest La-Z-Boy buyer in Q3 2023 was Pacer Advisors, an estimated $28.1M added.
  • The largest La-Z-Boy seller in Q3 2023 was BlackRock, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2023.