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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
MSRPS
126
Maryland State Retirement & Pension System
Maryland
$503K -$8.47K -232 -1%
AB
127
Amalgamated Bank
New York
$500K -$90.6K -2,481 -16%
LOAMU
128
Lombard Odier Asset Management (USA)
New York
$487K +$473K +12,952 New
AG
129
Algert Global
California
$469K +$455K +12,460 New
SPC
130
Sigma Planning Corp
Michigan
$443K +$430K +11,762 New
ASRS
131
Arizona State Retirement System
Arizona
$442K -$10.2K -278 -2%
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$430K -$41.9K -1,147 -9%
MHI
133
Miller Howard Investments
New York
$418K -$1.13K -31 -0.3%
CIM
134
Cambria Investment Management
California
$414K -$22.3K -611 -5%
BTI
135
Blue Trust Inc
Georgia
$401K +$66.6K +1,824 +21%
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$399K
MFIM
137
Mesirow Financial Investment Management
Illinois
$386K -$219K -6,000 -37%
NYLIM
138
New York Life Investment Management
New York
$366K -$78.9K -2,161 -18%
II
139
Inspire Investing
Idaho
$359K -$32.8K -899 -9%
SO
140
STRS Ohio
Ohio
$353K +$343K +9,400 New
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$352K
COPPSERS
142
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$348K -$1.86K -51 -0.5%
SAM
143
Shell Asset Management
Netherlands
$335K -$33.2K -908 -9%
MIM
144
MTM Investment Management
South Carolina
$330K +$321K +8,781 New
ProShare Advisors
145
ProShare Advisors
Maryland
$329K +$21.9K +599 +7%
PCM
146
Penserra Capital Management
California
$320K -$767 -21 -0.2%
PA
147
PFG Advisors
Arizona
$318K +$58.7K +1,607 +24%
VA
148
Vident Advisory
Georgia
$303K +$65.8K +1,801 +29%
HC
149
Henshaw Capital
Massachusetts
$302K
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$293K -$35.9K -984 -11%

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.