Lamar Advertising Co
LAMR
340 hedge funds and large institutions have $5.51B invested in Lamar Advertising Co in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 107 increasing their positions, 119 reducing their positions, and 40 closing their positions.
105% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 40
98.99% more ownership
Funds ownership: 0% → 98.99% (+99%)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
12% more funds holding
Funds holding: 303 → 340 (+37)
2% more capital invested
Capital invested by funds: $5.39B → $5.51B (+$118M)
10% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 119
92% less call options, than puts
Call options by funds: $4.98M | Put options by funds: $62.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$50.7M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$42.5M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$30.9M |
| 4 |
O
OppenheimerFunds
New York
|
+$25.9M |
| 5 |
Bank of New York Mellon
New York
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$50.6M |
| 2 |
Goldman Sachs
New York
|
-$43.3M |
| 3 |
SAM
Scopus Asset Management
New York
|
-$24.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$15.9M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$14.2M |
LAMR Hedge Fund Activity: Q4 2016 in Review
340 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q4 2016, worth a combined $5.51B — up 2.2% from $5.39B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new LAMR positions and 40 closed out — a net gain of 42 holders — while 107 added to existing stakes and 119 trimmed.
The largest buyer was Janus Henderson Investors US, adding an estimated $50.7M. The largest seller was Capital Research Global Investors, cutting an estimated $50.6M.
- 340 institutional investors held Lamar Advertising Co (LAMR) as of Q4 2016, up from 303 in Q3 2016.
- Funds reported $5.51B of Lamar Advertising Co stock for Q4 2016, up 2.2% quarter-over-quarter.
- 82 funds opened new Lamar Advertising Co positions in Q4 2016 and 40 closed out, a net change of +42 holders.
- The largest Lamar Advertising Co buyer in Q4 2016 was Janus Henderson Investors US, an estimated $50.7M added.
- The largest Lamar Advertising Co seller in Q4 2016 was Capital Research Global Investors, an estimated $50.6M sold.
Based on aggregated 13F filings for Q4 2016.