Lamar Advertising Co
LAMR
395 hedge funds and large institutions have $7.4B invested in Lamar Advertising Co in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 174 reducing their positions, and 41 closing their positions.
170% more call options, than puts
Call options by funds: $36M | Put options by funds: $13.3M
14% more capital invested
Capital invested by funds: $6.51B → $7.4B (+$884M)
0.55% more ownership
Funds ownership: 90.69% → 91.24% (+0.55%)
2% less funds holding
Funds holding: 402 → 395 (-7)
15% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 41
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
30% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 174
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$302M |
| 2 |
JCAM
Jericho Capital Asset Management
New York
|
+$45M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$41M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$27.4M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$26.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DC
Davenport & Co
Richmond,
Virginia
|
-$53.6M |
| 2 |
EC
EMS Capital
New York
|
-$50.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$49.1M |
| 4 |
FTCM
Fir Tree Capital Management
New York
|
-$47M |
| 5 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$33.3M |
LAMR Hedge Fund Activity: Q1 2021 in Review
395 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q1 2021, worth a combined $7.4B — up 14% from $6.51B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of LAMR and 35 opened new positions — a net loss of 6 holders — while 174 trimmed existing stakes and 121 added.
The largest buyer was Fidelity Investments, adding an estimated $302M. The largest seller was Davenport & Co, cutting an estimated $53.6M.
- 395 institutional investors held Lamar Advertising Co (LAMR) as of Q1 2021, down from 402 in Q4 2020.
- Funds reported $7.4B of Lamar Advertising Co stock for Q1 2021, up 14% quarter-over-quarter.
- 35 funds opened new Lamar Advertising Co positions in Q1 2021 and 41 closed out, a net change of -6 holders.
- The largest Lamar Advertising Co buyer in Q1 2021 was Fidelity Investments, an estimated $302M added.
- The largest Lamar Advertising Co seller in Q1 2021 was Davenport & Co, an estimated $53.6M sold.
Based on aggregated 13F filings for Q1 2021.