Lamar Advertising Co
LAMR
440 hedge funds and large institutions have $7.29B invested in Lamar Advertising Co in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 157 increasing their positions, 144 reducing their positions, and 31 closing their positions.
97% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 31
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
11% more capital invested
Capital invested by funds: $6.58B → $7.29B (+$714M)
5% more funds holding
Funds holding: 420 → 440 (+20)
1.32% more ownership
Funds ownership: 93.67% → 94.99% (+1.3%)
9% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 144
21% less call options, than puts
Call options by funds: $5.85M | Put options by funds: $7.39M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$53.9M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$50.4M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
+$36.7M |
| 4 |
Cohen & Steers
New York
|
+$33.6M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
+$32.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$68.9M |
| 2 |
Bank of New York Mellon
New York
|
-$35.2M |
| 3 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$27.6M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$16.8M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$14.1M |
LAMR Hedge Fund Activity: Q4 2019 in Review
440 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q4 2019, worth a combined $7.29B — up 11% from $6.58B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new LAMR positions and 31 closed out — a net gain of 30 holders — while 157 added to existing stakes and 144 trimmed.
The largest buyer was BlackRock, adding an estimated $53.9M. The largest seller was Invesco, cutting an estimated $68.9M.
- 440 institutional investors held Lamar Advertising Co (LAMR) as of Q4 2019, up from 420 in Q3 2019.
- Funds reported $7.29B of Lamar Advertising Co stock for Q4 2019, up 11% quarter-over-quarter.
- 61 funds opened new Lamar Advertising Co positions in Q4 2019 and 31 closed out, a net change of +30 holders.
- The largest Lamar Advertising Co buyer in Q4 2019 was BlackRock, an estimated $53.9M added.
- The largest Lamar Advertising Co seller in Q4 2019 was Invesco, an estimated $68.9M sold.
Based on aggregated 13F filings for Q4 2019.