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La-Z-Boy

219 hedge funds and large institutions have $1.56B invested in La-Z-Boy in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 89 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

572% more call options, than puts

Call options by funds: $8.94M | Put options by funds: $1.33M

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% more funds holding

Funds holding: 218219 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $1.59B → $1.56B (-$28.3M)

2.96% less ownership

Funds ownership: 100.58%97.62% (-3%)

35% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 89

Holders
219
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
58
Reduced
89
Closed
25
Calls
$8.94M
Puts
$1.33M
Net Calls
+$7.61M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$13M +$492K +13,475 +4%
Goldman Sachs
27
Goldman Sachs
New York
$12.7M +$2.18M +59,785 +22%
GT
28
Glenmede Trust
Pennsylvania
$12.7M +$835K +22,866 +7%
JP Morgan Chase
29
JP Morgan Chase
New York
$10.6M -$376K -10,285 -4%
Bank of America
30
Bank of America
North Carolina
$10.1M +$130K +3,560 +1%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$9.35M -$313K -8,580 -3%
Principal Financial Group
32
Principal Financial Group
Iowa
$8.84M +$63.5K +1,739 +0.7%
NC
33
Nicholas Company
Wisconsin
$8.79M +$1.64K +45 +0%
GI
34
GAMCO Investors
Connecticut
$8.71M -$54.8K -1,500 -0.6%
DIA
35
Dana Investment Advisors
Wisconsin
$8.27M +$8.03M +219,734 New
Nordea Investment Management
36
Nordea Investment Management
Sweden
$7.98M -$21.8K -597 -0.3%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$7.49M +$7.27M +199,141 New
First Trust Advisors
38
First Trust Advisors
Illinois
$7.34M -$21.7M -594,228 -75%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$6.88M +$703K +19,235 +12%
EF
40
Empowered Funds
Pennsylvania
$6.72M +$492K +13,475 +8%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$6.47M -$1.14M -31,301 -15%
Norges Bank
42
Norges Bank
Norway
$5.85M -$715K -19,570 -11%
Allianz Asset Management
43
Allianz Asset Management
Germany
$5.35M -$930K -25,469 -15%
Legal & General Group
44
Legal & General Group
United Kingdom
$4.66M +$27.4K +749 +0.6%
HF
45
HRT Financial
New York
$4.58M +$1.66M +45,578 +60%
Victory Capital Management
46
Victory Capital Management
Texas
$4.46M -$6.89M -188,729 -61%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$4.36M -$31.1K -851 -0.7%
AIM
48
Access Investment Management
Georgia
$4.33M +$3.29K +90 +0.1%
RIA
49
Regal Investment Advisors
Michigan
$4.13M
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$3.38M -$250K -6,834 -7%

LZB Hedge Fund Activity: Q1 2024 in Review

219 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q1 2024, worth a combined $1.56B — down 1.8% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LZB positions and 25 closed out — a net gain of 2 holders — while 58 added to existing stakes and 89 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $16.1M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.

  • 219 institutional investors held La-Z-Boy (LZB) as of Q1 2024, up from 218 in Q4 2023.
  • Funds reported $1.56B of La-Z-Boy stock for Q1 2024, down 1.8% quarter-over-quarter.
  • 27 funds opened new La-Z-Boy positions in Q1 2024 and 25 closed out, a net change of +2 holders.
  • The largest La-Z-Boy buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $16.1M added.
  • The largest La-Z-Boy seller in Q1 2024 was Morgan Stanley, an estimated $21.8M sold.

Based on aggregated 13F filings for Q1 2024.