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La-Z-Boy
LZB

218 hedge funds and large institutions have $1.59B invested in La-Z-Boy in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 96 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $5.08M | Put options by funds: $1.76M

21% more capital invested

Capital invested by funds: $1.32B → $1.59B (+$271M)

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

1.5% more ownership

Funds ownership: 99.09% → 100.58% (+1.5%)

1% more funds holding

Funds holding: 215 → 218 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

36% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 96

Holders
218
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
61
Reduced
96
Closed
22
Calls
$5.08M
Puts
$1.76M
Net Calls
+$3.31M
Net Calls Change
-$359K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$17.4M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$8.89M
3
BlackRock
BlackRock
New York
+$8.06M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$6.2M
5
First Trust Advisors
First Trust Advisors
Illinois
+$6.14M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$23.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.01M
3
CCM
Cinctive Capital Management
New York
-$3.88M
4
Invesco
Invesco
Georgia
-$3.59M
5
VVP
Venture Visionary Partners
Ohio
-$3.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$253M +$8.06M +250,231 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$189M +$273K +8,485 +0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$118M +$1.16M +35,961 +1%
SAM
4
Silvercrest Asset Management
New York
$74.8M -$1.53M -47,609 -2%
LSV Asset Management
5
LSV Asset Management
Illinois
$67.9M -$1.74M -54,062 -3%
State Street
6
State Street
Massachusetts
$61.9M +$395K +12,249 +0.7%
Macquarie Group
7
Macquarie Group
Australia
$45.1M -$23.1M -718,087 -37%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$44.9M -$754K -23,401 -2%
Pacer Advisors
9
Pacer Advisors
Pennsylvania
$40.8M +$6.2M +192,546 +21%
Morgan Stanley
10
Morgan Stanley
New York
$40.7M +$17.4M +538,797 +95%
Brown Advisory
11
Brown Advisory
Maryland
$36.3M -$1.14M -35,263 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$34.3M +$1.39M +43,272 +5%
First Trust Advisors
13
First Trust Advisors
Illinois
$29.1M +$6.14M +190,651 +32%
Charles Schwab
14
Charles Schwab
California
$28.2M -$2.32K -72 -0%
American Century Companies
15
American Century Companies
Missouri
$26.1M +$3.84M +119,191 +20%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$25.5M +$281K +8,722 +1%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$24M +$8.89M +276,064 +74%
SAM
18
Scopus Asset Management
New York
$23.4M +$4.35M +135,000 +27%
SFM
19
Systematic Financial Management
New Jersey
$20.5M -$231K -7,155 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$19.3M -$2.8M -86,839 -14%
N
21
Nuveen
North Carolina
$19M +$161K +5,008 +1%
Northern Trust
22
Northern Trust
Illinois
$17.3M -$173K -5,368 -1%
AI
23
ArchPoint Investors
Florida
$17.2M – – –
Invesco
24
Invesco
Georgia
$14.5M -$3.59M -111,353 -22%
Ameriprise
25
Ameriprise
Minnesota
$13.7M -$1.46M -45,426 -11%
1
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LZB Hedge Fund Activity: Q4 2023 in Review

218 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q4 2023, worth a combined $1.59B — up 21% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LZB positions and 22 closed out — a net gain of 4 holders — while 61 added to existing stakes and 96 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.4M. The largest seller was Macquarie Group, cutting an estimated $23.1M.

  • 218 institutional investors held La-Z-Boy (LZB) as of Q4 2023, up from 215 in Q3 2023.
  • Funds reported $1.59B of La-Z-Boy stock for Q4 2023, up 21% quarter-over-quarter.
  • 26 funds opened new La-Z-Boy positions in Q4 2023 and 22 closed out, a net change of +4 holders.
  • The largest La-Z-Boy buyer in Q4 2023 was Morgan Stanley, an estimated $17.4M added.
  • The largest La-Z-Boy seller in Q4 2023 was Macquarie Group, an estimated $23.1M sold.

Based on aggregated 13F filings for Q4 2023.