We are live on ! Find out more
LZB icon

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
KBC Group
151
KBC Group
Belgium
$291K -$16.9K -464 -6%
MOACM
152
Mutual of America Capital Management
New York
$277K -$6.03K -165 -2%
Amundi
153
Amundi
France
$252K +$63.1K +1,728 +29%
HSBC Holdings
154
HSBC Holdings
United Kingdom
$232K +$225K +6,165 New
TA
155
Teton Advisors
New York
$226K -$73.1K -2,000 -25%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$221K +$7.67K +210 +4%
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$218K
IA
158
IFP Advisors
Florida
$208K
TD Asset Management
159
TD Asset Management
Ontario, Canada
$203K -$84K -2,300 -30%
AIP
160
Ameritas Investment Partners
Nebraska
$162K
SOW
161
State of Wyoming
Wyoming
$126K -$47.2K -1,293 -28%
VI
162
Vestcor Inc
New Brunswick, Canada
$121K
SG Americas Securities
163
SG Americas Securities
New York
$115K -$64K -1,752 -37%
HEIP
164
Hudson Edge Investment Partners
New Jersey
$112K +$108K +2,970 New
ME
165
McIlrath & Eck
Washington
$96.3K +$17.8K +486 +23%
MLICM
166
Metropolitan Life Insurance Company (MetLife)
New York
$86.8K -$9.28K -254 -10%
US Bancorp
167
US Bancorp
Minnesota
$84.5K +$3.25K +89 +4%
BG
168
Bollard Group
Massachusetts
$70K +$365 +10 +0.5%
Allspring Global Investments
169
Allspring Global Investments
North Carolina
$69.6K +$67.6K +1,850 New
Simplex Trading
170
Simplex Trading
Illinois
$62K -$150K -4,095 -71%
Ohio Public Employees Retirement System (OPERS)
171
Ohio Public Employees Retirement System (OPERS)
Ohio
$57.6K -$2.74K -75 -5%
Walleye Trading
172
Walleye Trading
New York
$44.8K +$43.5K +1,190 New
AF
173
Allworth Financial
California
$43.2K +$183 +5 +0.4%
CFB
174
Cullen/Frost Bankers
Texas
$37.6K
CFM
175
Catalyst Funds Management
Australia
$37.6K +$36.5K +1,000 New

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.