Lamar Advertising Co
LAMR
407 hedge funds and large institutions have $5.2B invested in Lamar Advertising Co in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 123 increasing their positions, 155 reducing their positions, and 75 closing their positions.
22% more capital invested
Capital invested by funds: $4.26B → $5.2B (+$938M)
19% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 75
3% more funds holding
Funds holding: 396 → 407 (+11)
2% less call options, than puts
Call options by funds: $20.8M | Put options by funds: $21.3M
5.78% less ownership
Funds ownership: 96.62% → 90.84% (-5.8%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
21% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 155
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$60.5M |
| 2 |
Select Equity Group
New York
|
+$59.1M |
| 3 |
SI
SQN Investors
Menlo Park,
California
|
+$45.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$41.7M |
| 5 |
HCM
Hamlin Capital Management
New York
|
+$39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$216M |
| 2 |
Cohen & Steers
New York
|
-$108M |
| 3 |
Renaissance Technologies
New York
|
-$69.8M |
| 4 |
BlackRock
New York
|
-$59.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.7M |
LAMR Hedge Fund Activity: Q2 2020 in Review
407 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q2 2020, worth a combined $5.2B — up 22% from $4.26B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new LAMR positions and 75 closed out — a net gain of 14 holders — while 123 added to existing stakes and 155 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $60.5M. The largest seller was Victory Capital Management, cutting an estimated $216M.
- 407 institutional investors held Lamar Advertising Co (LAMR) as of Q2 2020, up from 396 in Q1 2020.
- Funds reported $5.2B of Lamar Advertising Co stock for Q2 2020, up 22% quarter-over-quarter.
- 89 funds opened new Lamar Advertising Co positions in Q2 2020 and 75 closed out, a net change of +14 holders.
- The largest Lamar Advertising Co buyer in Q2 2020 was Boston Partners, an estimated $60.5M added.
- The largest Lamar Advertising Co seller in Q2 2020 was Victory Capital Management, an estimated $216M sold.
Based on aggregated 13F filings for Q2 2020.