Lamar Advertising Co
LAMR
518 hedge funds and large institutions have $9.83B invested in Lamar Advertising Co in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 189 increasing their positions, 184 reducing their positions, and 42 closing their positions.
52% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 42
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
8% more capital invested
Capital invested by funds: $9.12B → $9.83B (+$711M)
4% more funds holding
Funds holding: 500 → 518 (+18)
3% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 184
3.92% less ownership
Funds ownership: 97.92% → 94% (-3.9%)
27% less call options, than puts
Call options by funds: $47.7M | Put options by funds: $65.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$63.8M |
| 2 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$32.2M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$30.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$27.8M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$22.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$202M |
| 2 |
Cohen & Steers
New York
|
-$54.8M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$53.8M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$45.9M |
| 5 |
Select Equity Group
New York
|
-$43.4M |
LAMR Hedge Fund Activity: Q1 2024 in Review
518 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q1 2024, worth a combined $9.83B — up 7.8% from $9.12B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new LAMR positions and 42 closed out — a net gain of 22 holders — while 189 added to existing stakes and 184 trimmed.
The largest buyer was BlackRock, adding an estimated $63.8M. The largest seller was Morgan Stanley, cutting an estimated $202M.
- 518 institutional investors held Lamar Advertising Co (LAMR) as of Q1 2024, up from 500 in Q4 2023.
- Funds reported $9.83B of Lamar Advertising Co stock for Q1 2024, up 7.8% quarter-over-quarter.
- 64 funds opened new Lamar Advertising Co positions in Q1 2024 and 42 closed out, a net change of +22 holders.
- The largest Lamar Advertising Co buyer in Q1 2024 was BlackRock, an estimated $63.8M added.
- The largest Lamar Advertising Co seller in Q1 2024 was Morgan Stanley, an estimated $202M sold.
Based on aggregated 13F filings for Q1 2024.