Lamar Advertising Co
LAMR
457 hedge funds and large institutions have $7.73B invested in Lamar Advertising Co in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 192 increasing their positions, 139 reducing their positions, and 38 closing their positions.
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
63% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 38
38% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 139
9% more capital invested
Capital invested by funds: $7.11B → $7.73B (+$622M)
4% more funds holding
Funds holding: 440 → 457 (+17)
8% more call options, than puts
Call options by funds: $17.9M | Put options by funds: $16.6M
3.71% less ownership
Funds ownership: 98.86% → 95.14% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$101M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$53.9M |
| 3 |
Morgan Stanley
New York
|
+$42.9M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$38M |
| 5 |
BlackRock
New York
|
+$30.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$371M |
| 2 |
Cohen & Steers
New York
|
-$109M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$49.6M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$39.8M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$26.4M |
LAMR Hedge Fund Activity: Q4 2022 in Review
457 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q4 2022, worth a combined $7.73B — up 8.8% from $7.11B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new LAMR positions and 38 closed out — a net gain of 24 holders — while 192 added to existing stakes and 139 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $101M. The largest seller was Janus Henderson Group, cutting an estimated $371M.
- 457 institutional investors held Lamar Advertising Co (LAMR) as of Q4 2022, up from 440 in Q3 2022.
- Funds reported $7.73B of Lamar Advertising Co stock for Q4 2022, up 8.8% quarter-over-quarter.
- 62 funds opened new Lamar Advertising Co positions in Q4 2022 and 38 closed out, a net change of +24 holders.
- The largest Lamar Advertising Co buyer in Q4 2022 was Fidelity Investments, an estimated $101M added.
- The largest Lamar Advertising Co seller in Q4 2022 was Janus Henderson Group, an estimated $371M sold.
Based on aggregated 13F filings for Q4 2022.