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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
BlackRock
1
BlackRock
New York
$252M -$5.72M -156,585 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$192M -$712K -19,483 -0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$119M -$828K -22,668 -0.7%
LSV Asset Management
4
LSV Asset Management
Illinois
$67.8M -$1.42M -38,803 -2%
SAM
5
Silvercrest Asset Management
New York
$64.9M -$11M -300,572 -15%
State Street
6
State Street
Massachusetts
$63.4M +$270K +7,397 +0.4%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$48.8M +$6.96M +190,567 +17%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$45.7M -$67.4K -1,846 -0.2%
Macquarie Group
9
Macquarie Group
Australia
$44.7M -$1.16M -31,740 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$35.7M +$784K +21,451 +2%
Brown Advisory
11
Brown Advisory
Maryland
$32.4M -$4.43M -121,302 -12%
American Century Companies
12
American Century Companies
Missouri
$32.3M +$5.51M +150,810 +21%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$30.5M +$4.33M +118,656 +17%
Charles Schwab
14
Charles Schwab
California
$28.3M -$388K -10,621 -1%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$24.6M +$123K +3,374 +0.5%
SAM
16
Scopus Asset Management
New York
$23.5M -$365K -10,000 -2%
SFM
17
Systematic Financial Management
New Jersey
$20.5M -$413K -11,300 -2%
Morgan Stanley
18
Morgan Stanley
New York
$19.1M -$21.8M -596,652 -54%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$18.9M -$768K -21,036 -4%
N
20
Nuveen
North Carolina
$17.6M -$1.67M -45,735 -9%
AI
21
ArchPoint Investors
Florida
$17.6M
Northern Trust
22
Northern Trust
Illinois
$16.9M -$654K -17,896 -4%
T. Rowe Price Investment Management
23
T. Rowe Price Investment Management
Maryland
$16.6M +$16.1M +440,699 New
Invesco
24
Invesco
Georgia
$14M -$684K -18,716 -5%
Ameriprise
25
Ameriprise
Minnesota
$13.2M -$788K -21,579 -6%

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.