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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
TRCT
176
Tower Research Capital (TRC)
New York
$24K -$499K -13,661 -96%
GWM
177
Geneos Wealth Management
Colorado
$21.6K
NSIM
178
North Star Investment Management
Illinois
$18.8K
Barrow, Hanley, Mewhinney & Strauss
179
Barrow, Hanley, Mewhinney & Strauss
Texas
$13.2K
QCG
180
Quadrant Capital Group
Ohio
$12.9K +$1.53K +42 +14%
PCMC
181
Planning Capital Management Corporation
Pennsylvania
$12.5K
C
182
Covestor
United Kingdom
$12K +$913 +25 +9%
GEA
183
Glen Eagle Advisors
New Jersey
$11.3K
Federated Hermes
184
Federated Hermes
Pennsylvania
$7.94K +$37 +1 +0.5%
NA
185
NewEdge Advisors
Louisiana
$7.88K -$9.68K -265 -56%
PA
186
Parallel Advisors
California
$7.75K
EWA
187
EverSource Wealth Advisors
Alabama
$6.93K
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$6.7K +$183 +5 +3%
GC
189
Globeflex Capital
California
$6.51K
PFC
190
Phocas Financial Corp
California
$4.59K -$117K -3,198 -3%
Mitsubishi UFJ Asset Management
191
Mitsubishi UFJ Asset Management
Japan
$3.99K
BCMLT
192
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.94K
FFA
193
Farther Finance Advisors
California
$3.87K
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$3.72K +$3.69K +101 New
VCM
195
Versant Capital Management
Arizona
$3.05K
BIA
196
Bell Investment Advisors
California
$2.97K
Osaic Holdings
197
Osaic Holdings
Arizona
$2.38K -$1.35K -37 -37%
Bessemer Group
198
Bessemer Group
New Jersey
$2K
QL
199
Quarry LP
New York
$1.96K +$1.9K +52 New
SPIA
200
Steward Partners Investment Advisory
New York
$1.92K

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.