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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
FMC
101
First Merchants Corp
Indiana
$857K
Truist Financial
102
Truist Financial
North Carolina
$832K
Natixis Advisors
103
Natixis Advisors
Massachusetts
$818K +$1.64K +45 +0.2%
Franklin Resources
104
Franklin Resources
California
$817K -$39.3K -1,077 -5%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$807K +$18.8K +514 +2%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$805K -$6.68K -183 -0.8%
Janus Henderson Group
107
Janus Henderson Group
United Kingdom
$799K -$37 -1 -0%
LSERS
108
Louisiana State Employees Retirement System
Louisiana
$798K -$11K -300 -1%
Cerity Partners
109
Cerity Partners
New York
$795K +$772K +21,122 New
Deutsche Bank
110
Deutsche Bank
Germany
$787K -$2.45K -67 -0.3%
Citadel Advisors
111
Citadel Advisors
Florida
$751K +$729K +19,968 New
YCM
112
Yousif Capital Management
Michigan
$726K -$76K -2,080 -10%
AIM
113
ARGA Investment Management
Connecticut
$705K
Comerica Bank
114
Comerica Bank
Texas
$689K -$74.4K -2,038 -10%
JFG
115
Jefferies Financial Group
New York
$683K +$663K +18,150 New
MAM
116
Meeder Asset Management
Ohio
$679K +$311K +8,508 +89%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$642K -$105K -2,862 -14%
LPL Financial
118
LPL Financial
California
$592K -$15.1K -412 -3%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$585K +$15.6K +426 +3%
SEI Investments
120
SEI Investments
Pennsylvania
$576K +$118K +3,219 +27%
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$564K
VOYA Investment Management
122
VOYA Investment Management
Georgia
$536K -$112K -3,075 -18%
MFS
123
Mirabella Financial Services
United Kingdom
$533K +$518K +14,171 New
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$528K -$53.2K -1,457 -7%
MC
125
Maverick Capital
Texas
$515K -$232K -6,363 -32%

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.