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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
BlackRock
1
BlackRock
New York
$161M +$5.67M +233,048 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$117M +$1.29M +53,240 +1%
SAM
3
Silvercrest Asset Management
New York
$44.4M -$4.07M -167,536 -8%
LSV Asset Management
4
LSV Asset Management
Illinois
$40.9M -$50.6K -2,080 -0.1%
Macquarie Group
5
Macquarie Group
Australia
$38.3M +$740K +30,418 +2%
State Street
6
State Street
Massachusetts
$38.1M +$1.15M +47,279 +3%
Brown Advisory
7
Brown Advisory
Maryland
$35.4M -$2.19M -89,911 -5%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$29.7M -$1.31M -53,936 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$18.2M +$537K +22,078 +3%
Charles Schwab
10
Charles Schwab
California
$16.3M +$646K +26,581 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$14.9M +$1.98M +81,424 +14%
Morgan Stanley
12
Morgan Stanley
New York
$14.3M -$5.51M -226,690 -27%
SFM
13
Systematic Financial Management
New Jersey
$13.7M +$23.3K +959 +0.2%
First Trust Advisors
14
First Trust Advisors
Illinois
$13.1M -$1.95M -80,329 -12%
N
15
Nuveen
North Carolina
$11.6M -$665K -27,350 -5%
Northern Trust
16
Northern Trust
Illinois
$10.9M +$120K +4,941 +1%
AI
17
ArchPoint Investors
Florida
$10.7M
Victory Capital Management
18
Victory Capital Management
Texas
$10.5M -$4.65M -191,336 -29%
TCM
19
Tributary Capital Management
Nebraska
$8.82M -$449K -18,477 -5%
Invesco
20
Invesco
Georgia
$8.15M +$1.9M +78,078 +28%
Ameriprise
21
Ameriprise
Minnesota
$7.46M -$172K -7,092 -2%
GT
22
Glenmede Trust
Pennsylvania
$7.31M -$995K -40,907 -11%
Norges Bank
23
Norges Bank
Norway
$6.76M +$4.81M +197,809 +201%
BCM
24
Bridgeway Capital Management
Texas
$6.53M +$4.04M +166,000 +138%
GI
25
GAMCO Investors
Connecticut
$6.28M

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.