Lamar Advertising Co
LAMR
396 hedge funds and large institutions have $4.26B invested in Lamar Advertising Co in 2020 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 146 reducing their positions, and 95 closing their positions.
1.63% more ownership
Funds ownership: 94.99% → 96.62% (+1.6%)
8% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 146
9% less call options, than puts
Call options by funds: $11.6M | Put options by funds: $12.8M
10% less funds holding
Funds holding: 440 → 396 (-44)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
41% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 95
42% less capital invested
Capital invested by funds: $7.29B → $4.26B (-$3.03B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$290M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$129M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$49.6M |
| 4 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
+$31.2M |
| 5 |
Select Equity Group
New York
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$183M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$143M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$39.2M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$30.9M |
| 5 |
Bank of New York Mellon
New York
|
-$21.5M |
LAMR Hedge Fund Activity: Q1 2020 in Review
396 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q1 2020, worth a combined $4.26B — down 42% from $7.29B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of LAMR and 56 opened new positions — a net loss of 39 holders — while 146 trimmed existing stakes and 135 added.
The largest buyer was Victory Capital Management, adding an estimated $290M. The largest seller was Royal Bank of Canada, cutting an estimated $183M.
- 396 institutional investors held Lamar Advertising Co (LAMR) as of Q1 2020, down from 440 in Q4 2019.
- Funds reported $4.26B of Lamar Advertising Co stock for Q1 2020, down 42% quarter-over-quarter.
- 56 funds opened new Lamar Advertising Co positions in Q1 2020 and 95 closed out, a net change of -39 holders.
- The largest Lamar Advertising Co buyer in Q1 2020 was Victory Capital Management, an estimated $290M added.
- The largest Lamar Advertising Co seller in Q1 2020 was Royal Bank of Canada, an estimated $183M sold.
Based on aggregated 13F filings for Q1 2020.