Lamar Advertising Co
LAMR
354 hedge funds and large institutions have $6.29B invested in Lamar Advertising Co in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 128 increasing their positions, 143 reducing their positions, and 27 closing their positions.
85% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 27
38% more call options, than puts
Call options by funds: $6.58M | Put options by funds: $4.76M
14% more capital invested
Capital invested by funds: $5.51B → $6.29B (+$784M)
4% more funds holding
Funds holding: 340 → 354 (+14)
2.7% more ownership
Funds ownership: 98.99% → 101.68% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
10% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 143
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$528M |
| 2 |
Cohen & Steers
New York
|
+$258M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$99.2M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
+$84.6M |
| 5 |
Millennium Management
New York
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$80.7M |
| 2 |
Goldman Sachs
New York
|
-$56.3M |
| 3 |
HCM
Hamlin Capital Management
New York
|
-$45.4M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$45.4M |
| 5 |
FAM
Fred Alger Management
New York
|
-$15.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TG
376
TLP Group
Evanston,
Illinois
| – | -$37K | -545 | Closed |
|
|
NFG
377
Next Financial Group
Houston,
Texas
| – | -$24K | -355 | Closed |
|
378
Bessemer Group
Woodbridge,
New Jersey
| – | -$5K | -80 | Closed |
|
|
OFS
379
Orrstown Financial Services
Harrisburg,
Pennsylvania
| – | -$5K | -75 | Closed |
|
|
EWM
380
Evercore Wealth Management
New York
| – | -$5K | -71 | Closed |
|
381
EARNEST Partners
Atlanta,
Georgia
| – | -$2K | -35 | Closed |
|
382
AssetMark Inc
Concord,
California
| – | +$75 | +1 | New |
|
LAMR Hedge Fund Activity: Q1 2017 in Review
354 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q1 2017, worth a combined $6.29B — up 14% from $5.51B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new LAMR positions and 27 closed out — a net gain of 23 holders — while 128 added to existing stakes and 143 trimmed.
The largest buyer was BlackRock, adding an estimated $528M. The largest seller was Capital Research Global Investors, cutting an estimated $80.7M.
- 354 institutional investors held Lamar Advertising Co (LAMR) as of Q1 2017, up from 340 in Q4 2016.
- Funds reported $6.29B of Lamar Advertising Co stock for Q1 2017, up 14% quarter-over-quarter.
- 50 funds opened new Lamar Advertising Co positions in Q1 2017 and 27 closed out, a net change of +23 holders.
- The largest Lamar Advertising Co buyer in Q1 2017 was BlackRock, an estimated $528M added.
- The largest Lamar Advertising Co seller in Q1 2017 was Capital Research Global Investors, an estimated $80.7M sold.
Based on aggregated 13F filings for Q1 2017.