Lamar Advertising Co
LAMR
402 hedge funds and large institutions have $6.51B invested in Lamar Advertising Co in 2020 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 116 increasing their positions, 159 reducing their positions, and 44 closing their positions.
217% more call options, than puts
Call options by funds: $43.1M | Put options by funds: $13.6M
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
55% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 44
26% more capital invested
Capital invested by funds: $5.17B → $6.51B (+$1.34B)
6% more funds holding
Funds holding: 381 → 402 (+21)
0.2% more ownership
Funds ownership: 90.49% → 90.69% (+0.2%)
27% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$160M |
| 2 |
AWG
Alpha Wave Global
New York
|
+$58.7M |
| 3 |
FTCM
Fir Tree Capital Management
New York
|
+$29.7M |
| 4 |
JP Morgan Chase
New York
|
+$27.6M |
| 5 |
EC
EMS Capital
New York
|
+$27.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$71.9M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$44M |
| 3 |
Select Equity Group
New York
|
-$43.8M |
| 4 |
Goldman Sachs
New York
|
-$29.8M |
| 5 |
JCAM
Jericho Capital Asset Management
New York
|
-$28.2M |
LAMR Hedge Fund Activity: Q4 2020 in Review
402 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q4 2020, worth a combined $6.51B — up 26% from $5.17B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new LAMR positions and 44 closed out — a net gain of 24 holders — while 116 added to existing stakes and 159 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $160M. The largest seller was Invesco, cutting an estimated $71.9M.
- 402 institutional investors held Lamar Advertising Co (LAMR) as of Q4 2020, up from 381 in Q3 2020.
- Funds reported $6.51B of Lamar Advertising Co stock for Q4 2020, up 26% quarter-over-quarter.
- 68 funds opened new Lamar Advertising Co positions in Q4 2020 and 44 closed out, a net change of +24 holders.
- The largest Lamar Advertising Co buyer in Q4 2020 was Fidelity Investments, an estimated $160M added.
- The largest Lamar Advertising Co seller in Q4 2020 was Invesco, an estimated $71.9M sold.
Based on aggregated 13F filings for Q4 2020.