Lamar Advertising Co
LAMR
399 hedge funds and large institutions have $8.37B invested in Lamar Advertising Co in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 35 closing their positions.
219% more call options, than puts
Call options by funds: $27.2M | Put options by funds: $8.53M
23% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 35
13% more capital invested
Capital invested by funds: $7.4B → $8.37B (+$970M)
1.46% more ownership
Funds ownership: 91.24% → 92.69% (+1.5%)
1% more funds holding
Funds holding: 395 → 399 (+4)
20% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 158
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$160M |
| 2 |
Morgan Stanley
New York
|
+$47M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42.8M |
| 4 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
+$37.7M |
| 5 |
JCAM
Jericho Capital Asset Management
New York
|
+$31.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTCM
Fir Tree Capital Management
New York
|
-$36.7M |
| 2 |
Select Equity Group
New York
|
-$34.7M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$27.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$23.8M |
| 5 |
AWG
Alpha Wave Global
New York
|
-$23.6M |
LAMR Hedge Fund Activity: Q2 2021 in Review
399 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q2 2021, worth a combined $8.37B — up 13% from $7.4B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new LAMR positions and 35 closed out — a net gain of 8 holders — while 126 added to existing stakes and 158 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $160M. The largest seller was Fir Tree Capital Management, exiting entirely with an estimated $36.7M sold.
- 399 institutional investors held Lamar Advertising Co (LAMR) as of Q2 2021, up from 395 in Q1 2021.
- Funds reported $8.37B of Lamar Advertising Co stock for Q2 2021, up 13% quarter-over-quarter.
- 43 funds opened new Lamar Advertising Co positions in Q2 2021 and 35 closed out, a net change of +8 holders.
- The largest Lamar Advertising Co buyer in Q2 2021 was Fidelity Investments, an estimated $160M added.
- The largest Lamar Advertising Co seller in Q2 2021 was Fir Tree Capital Management, an estimated $36.7M sold.
Based on aggregated 13F filings for Q2 2021.