Lamar Advertising Co
LAMR
440 hedge funds and large institutions have $7.11B invested in Lamar Advertising Co in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 184 increasing their positions, 145 reducing their positions, and 47 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 145
5.09% more ownership
Funds ownership: 93.77% → 98.86% (+5.1%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less capital invested
Capital invested by funds: $7.17B → $7.11B (-$67.6M)
9% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 47
2% less funds holding
Funds holding: 448 → 440 (-8)
15% less call options, than puts
Call options by funds: $21.7M | Put options by funds: $25.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$395M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$51.1M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$45.9M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$32.2M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.8M |
| 2 |
Cohen & Steers
New York
|
-$32.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$28.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$17.8M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$16.3M |
LAMR Hedge Fund Activity: Q3 2022 in Review
440 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q3 2022, worth a combined $7.11B — down 0.94% from $7.17B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of LAMR and 43 opened new positions — a net loss of 4 holders — while 145 trimmed existing stakes and 184 added.
The largest buyer was Janus Henderson Group, adding an estimated $395M. The largest seller was Fidelity Investments, cutting an estimated $44.8M.
- 440 institutional investors held Lamar Advertising Co (LAMR) as of Q3 2022, down from 448 in Q2 2022.
- Funds reported $7.11B of Lamar Advertising Co stock for Q3 2022, down 0.94% quarter-over-quarter.
- 43 funds opened new Lamar Advertising Co positions in Q3 2022 and 47 closed out, a net change of -4 holders.
- The largest Lamar Advertising Co buyer in Q3 2022 was Janus Henderson Group, an estimated $395M added.
- The largest Lamar Advertising Co seller in Q3 2022 was Fidelity Investments, an estimated $44.8M sold.
Based on aggregated 13F filings for Q3 2022.