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Lamar Advertising Co
LAMR

468 hedge funds and large institutions have $8.12B invested in Lamar Advertising Co in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 178 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $17M | Put options by funds: $12.9M

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

3% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 173

0.03% more ownership

Funds ownership: 93.54% → 93.57% (+0.03%)

0% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 45

0% less capital invested

Capital invested by funds: $8.15B → $8.12B (-$30.8M)

0% less funds holding

Funds holding: 470 → 468 (-2)

Holders
468
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.35%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
45
Increased
178
Reduced
173
Closed
45
Calls
$17M
Puts
$12.9M
Net Calls
+$4.13M
Net Calls Change
-$5.09M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$35.3M
2
LBIM
Land & Buildings Investment Management
Connecticut
+$30.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$23.8M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$22.4M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$21.9M

Top Sellers

1
CAM
Cresset Asset Management
Illinois
-$51.9M
2
WCP
Waterfront Capital Partners
New York
-$31.2M
3
CVA
Ceredex Value Advisors
Florida
-$18.6M
4
BlackRock
BlackRock
New York
-$15.3M
5
Norges Bank
Norges Bank
Norway
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$59.9M +$4.92M +50,664 +9%
MP
27
Makaira Partners
California
$57M +$984K +10,140 +2%
Cohen & Steers
28
Cohen & Steers
New York
$50.3M -$4.84M -49,859 -9%
ACA
29
Anchor Capital Advisors
Massachusetts
$50M -$1.76M -18,129 -3%
HighTower Advisors
30
HighTower Advisors
Illinois
$48.1M +$2.6M +26,787 +6%
MIS
31
Morningstar Investment Services
Illinois
$46.1M -$263K -2,709 -0.6%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$41M +$3.95M +40,720 +11%
MHI
33
Miller Howard Investments
New York
$40.1M -$3.01M -30,968 -7%
BTW
34
Boston Trust Walden
Massachusetts
$38.4M +$2.21M +22,797 +6%
Federated Hermes
35
Federated Hermes
Pennsylvania
$38.4M -$2.95M -30,362 -7%
Bank of America
36
Bank of America
North Carolina
$37.8M -$1.83M -18,836 -5%
Daiwa Securities Group
37
Daiwa Securities Group
Japan
$34.8M -$237K -2,443 -0.7%
ZIM
38
Zacks Investment Management
Illinois
$33.4M +$1.67M +17,188 +5%
CI Investments Inc
39
CI Investments Inc
Ontario, Canada
$33.3M +$3.05M +31,481 +10%
Point72 Asset Management
40
Point72 Asset Management
Connecticut
$33.2M +$22.4M +230,700 +222%
Principal Financial Group
41
Principal Financial Group
Iowa
$32.9M -$1.37M -14,089 -4%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$32.1M +$1.81M +18,666 +6%
LBIM
43
Land & Buildings Investment Management
Connecticut
$31.5M +$30.8M +317,770 New
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$30.3M +$831K +8,561 +3%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$28.7M +$74.9K +772 +0.3%
RJA
46
Raymond James & Associates
Florida
$27.5M +$1.75M +18,033 +7%
LA
47
LFL Advisers
Illinois
$25.7M – – –
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$24.3M +$23.8M +245,283 New
DG
49
DigitalBridge Group
Florida
$23.9M +$1.64M +16,877 +8%
N
50
Nuveen
North Carolina
$23.9M -$622K -6,412 -3%
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LAMR Hedge Fund Activity: Q2 2023 in Review

468 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q2 2023, worth a combined $8.12B — down 0.38% from $8.15B a quarter earlier.

Fund positioning in LAMR was balanced in Q2 2023: 45 funds opened new positions, 45 closed out, 178 added to existing stakes and 173 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $35.3M. The largest seller was Cresset Asset Management, exiting entirely with an estimated $51.9M sold.

  • 468 institutional investors held Lamar Advertising Co (LAMR) as of Q2 2023, down from 470 in Q1 2023.
  • Funds reported $8.12B of Lamar Advertising Co stock for Q2 2023, down 0.38% quarter-over-quarter.
  • 45 funds opened new Lamar Advertising Co positions in Q2 2023 and 45 closed out, a net change of 0 holders.
  • The largest Lamar Advertising Co buyer in Q2 2023 was Fidelity Investments, an estimated $35.3M added.
  • The largest Lamar Advertising Co seller in Q2 2023 was Cresset Asset Management, an estimated $51.9M sold.

Based on aggregated 13F filings for Q2 2023.