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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
BlackRock
1
BlackRock
New York
$243M -$6.71M -190,101 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$188M -$2.11M -59,727 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$117M -$1.04M -29,343 -0.9%
LSV Asset Management
4
LSV Asset Management
Illinois
$65.7M -$1.35M -38,351 -2%
State Street
5
State Street
Massachusetts
$62.1M -$672K -19,052 -1%
SAM
6
Silvercrest Asset Management
New York
$59.7M -$4.38M -124,100 -7%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$52M +$3.45M +97,680 +8%
Macquarie Group
8
Macquarie Group
Australia
$44.5M +$173K +4,916 +0.4%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$37.4M -$7.43M -210,585 -17%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$36.7M +$1.19M +33,708 +4%
American Century Companies
11
American Century Companies
Missouri
$36.6M +$4.39M +124,409 +14%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$32.5M +$2.18M +61,864 +8%
Brown Advisory
13
Brown Advisory
Maryland
$32M -$156K -4,409 -0.5%
Charles Schwab
14
Charles Schwab
California
$29M +$843K +23,887 +3%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$22.1M +$5.33M +151,029 +34%
Morgan Stanley
16
Morgan Stanley
New York
$22M +$2.97M +84,081 +17%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$21.6M -$2.65M -75,136 -11%
SFM
18
Systematic Financial Management
New Jersey
$19.2M -$1.01M -28,766 -5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$18.7M -$69K -1,956 -0.4%
N
20
Nuveen
North Carolina
$17.7M +$232K +6,584 +1%
AI
21
ArchPoint Investors
Florida
$17.4M
Goldman Sachs
22
Goldman Sachs
New York
$16.6M +$3.79M +107,410 +32%
Northern Trust
23
Northern Trust
Illinois
$16.3M -$502K -14,223 -3%
Invesco
24
Invesco
Georgia
$13.7M -$199K -5,634 -2%
BCM
25
Bridgeway Capital Management
Texas
$13.4M +$489K +13,860 +4%

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.