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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
GI
201
GAMMA Investing
California
$1.84K +$329 +9 +23%
LC
202
Lindbrook Capital
California
$1.77K
RWM
203
Ruedi Wealth Management
Illinois
$1.73K
JWA
204
JFS Wealth Advisors
Pennsylvania
$1.54K
FHA
205
First Horizon Advisors
Tennessee
$1.39K
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$1.24K
GRP
207
Global Retirement Partners
California
$1.02K
PWMG
208
Private Wealth Management Group
New Jersey
$1.02K
AWM
209
Avior Wealth Management
Nebraska
$978 +$950 +26 New
UB
210
UMB Bank
Missouri
$752 +$731 +20 New
S
211
SignatureFD
Georgia
$677
Parallax Volatility Advisers
212
Parallax Volatility Advisers
California
$602 +$584 +16 New
SIC
213
SJS Investment Consulting
Ohio
$452 +$37 +1 +9%
CA
214
Continuum Advisory
Idaho
$390 +$402 +11 New
DPW
215
DiNuzzo Private Wealth
Pennsylvania
$377
PFBT
216
Parkside Financial Bank & Trust
Missouri
$264
ECM
217
Everence Capital Management
Indiana
$262
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$226
RIL
219
Rothschild Investment LLC
Illinois
$188 +$183 +5 New
RJA
220
Raymond James & Associates
Florida
-$3M -81,260 Closed
TC
221
TwinBeech Capital
New York
-$2M -54,162 Closed
ECM
222
ExodusPoint Capital Management
New York
-$996K -26,980 Closed
Skandinaviska Enskilda Banken (SEB)
223
Skandinaviska Enskilda Banken (SEB)
Sweden
-$905K -24,500 Closed
CCIA
224
Campbell & Co Investment Adviser
Maryland
-$776K -21,022 Closed
Two Sigma Investments
225
Two Sigma Investments
New York
-$710K -19,218 Closed

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.