Lamar Advertising Co
LAMR
360 hedge funds and large institutions have $6.17B invested in Lamar Advertising Co in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 129 reducing their positions, and 32 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
91% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 32
31% more call options, than puts
Call options by funds: $231M | Put options by funds: $177M
8% more funds holding
Funds holding: 332 → 360 (+28)
7% more capital invested
Capital invested by funds: $5.75B → $6.17B (+$419M)
5% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 129
1.47% less ownership
Funds ownership: 100.3% → 98.84% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$56.5M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$53.3M |
| 3 |
Renaissance Technologies
New York
|
+$30.7M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$19.1M |
| 5 |
PP
Paloma Partners
Greenwich,
Connecticut
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$140M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$23M |
| 3 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$20.8M |
| 4 |
Goldman Sachs
New York
|
-$20.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$19.3M |
LAMR Hedge Fund Activity: Q4 2017 in Review
360 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q4 2017, worth a combined $6.17B — up 7.3% from $5.75B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new LAMR positions and 32 closed out — a net gain of 29 holders — while 122 added to existing stakes and 129 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $56.5M. The largest seller was Capital Research Global Investors, cutting an estimated $140M.
- 360 institutional investors held Lamar Advertising Co (LAMR) as of Q4 2017, up from 332 in Q3 2017.
- Funds reported $6.17B of Lamar Advertising Co stock for Q4 2017, up 7.3% quarter-over-quarter.
- 61 funds opened new Lamar Advertising Co positions in Q4 2017 and 32 closed out, a net change of +29 holders.
- The largest Lamar Advertising Co buyer in Q4 2017 was Cohen & Steers, an estimated $56.5M added.
- The largest Lamar Advertising Co seller in Q4 2017 was Capital Research Global Investors, an estimated $140M sold.
Based on aggregated 13F filings for Q4 2017.