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La-Z-Boy

231 hedge funds and large institutions have $1.53B invested in La-Z-Boy in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

46% more call options, than puts

Call options by funds: $3.43M | Put options by funds: $2.35M

5% more funds holding

Funds holding: 219231 (+12)

5% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 76

0.34% more ownership

Funds ownership: 97.62%97.96% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $1.56B → $1.53B (-$33M)

Holders
231
Holders Change
+12
Holders Change %
+5.48%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
40
Increased
80
Reduced
76
Closed
26
Calls
$3.43M
Puts
$2.35M
Net Calls
+$1.08M
Net Calls Change
-$6.52M
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
201
Phocas Financial Corp
California
$4.47K -$80.1K -2,270 -2%
AWM
202
Avior Wealth Management
Nebraska
$4.06K +$2.93K +83 +319%
Mitsubishi UFJ Asset Management
203
Mitsubishi UFJ Asset Management
Japan
$3.95K
BCMLT
204
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.9K
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$3.79K
SAM
206
Smartleaf Asset Management
Massachusetts
$3.42K +$3.32K +94 New
CFB
207
Cullen/Frost Bankers
Texas
$3.02K -$32.4K -919 -92%
BIA
208
Bell Investment Advisors
California
$2.95K
LC
209
Lindbrook Capital
California
$2.76K +$953 +27 +57%
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$2.27K +$1.94K +55 +917%
Bessemer Group
211
Bessemer Group
New Jersey
$2K
SPIA
212
Steward Partners Investment Advisory
New York
$1.9K
UB
213
UMB Bank
Missouri
$1.9K +$1.09K +31 +155%
RWM
214
Ruedi Wealth Management
Illinois
$1.71K
JWA
215
JFS Wealth Advisors
Pennsylvania
$1.53K
GI
216
GAMMA Investing
California
$1.49K -$318 -9 -18%
FHA
217
First Horizon Advisors
Tennessee
$1.38K
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$1.23K
SC
219
Stephens Consulting
Michigan
$1.19K +$1.13K +32 New
PWMG
220
Private Wealth Management Group
New Jersey
$1.01K
IAIM
221
International Assets Investment Management
Florida
$969 +$917 +26 New
S
222
SignatureFD
Georgia
$671
RIL
223
Rothschild Investment LLC
Illinois
$559 +$353 +10 +200%
VCM
224
Versant Capital Management
Arizona
$522 -$2.36K -67 -83%
SIC
225
SJS Investment Consulting
Ohio
$448

LZB Hedge Fund Activity: Q2 2024 in Review

231 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in La-Z-Boy (LZB) for Q2 2024, worth a combined $1.53B — down 2.1% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LZB positions and 26 closed out — a net gain of 14 holders — while 80 added to existing stakes and 76 trimmed.

The largest buyer was D.E. Shaw & Co, opening a new position worth an estimated $6.87M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $23.5M sold.

  • 231 institutional investors held La-Z-Boy (LZB) as of Q2 2024, up from 219 in Q1 2024.
  • Funds reported $1.53B of La-Z-Boy stock for Q2 2024, down 2.1% quarter-over-quarter.
  • 40 funds opened new La-Z-Boy positions in Q2 2024 and 26 closed out, a net change of +14 holders.
  • The largest La-Z-Boy buyer in Q2 2024 was D.E. Shaw & Co, an estimated $6.87M added.
  • The largest La-Z-Boy seller in Q2 2024 was Scopus Asset Management, an estimated $23.5M sold.

Based on aggregated 13F filings for Q2 2024.