Lamar Advertising Co
LAMR
435 hedge funds and large institutions have $9.59B invested in Lamar Advertising Co in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 155 increasing their positions, 142 reducing their positions, and 37 closing their positions.
78% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 37
78% more call options, than puts
Call options by funds: $19.5M | Put options by funds: $11M
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
6% more capital invested
Capital invested by funds: $9.01B → $9.59B (+$579M)
6% more funds holding
Funds holding: 412 → 435 (+23)
9% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 142
0.44% less ownership
Funds ownership: 91.64% → 91.2% (-0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$52.1M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$44.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$41.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$39.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCAM
Jericho Capital Asset Management
New York
|
-$92.8M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$91.7M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$51.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.1M |
| 5 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$30.6M |
LAMR Hedge Fund Activity: Q4 2021 in Review
435 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q4 2021, worth a combined $9.59B — up 6.4% from $9.01B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new LAMR positions and 37 closed out — a net gain of 29 holders — while 155 added to existing stakes and 142 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $52.1M. The largest seller was Jericho Capital Asset Management, exiting entirely with an estimated $92.8M sold.
- 435 institutional investors held Lamar Advertising Co (LAMR) as of Q4 2021, up from 412 in Q3 2021.
- Funds reported $9.59B of Lamar Advertising Co stock for Q4 2021, up 6.4% quarter-over-quarter.
- 66 funds opened new Lamar Advertising Co positions in Q4 2021 and 37 closed out, a net change of +29 holders.
- The largest Lamar Advertising Co buyer in Q4 2021 was Cohen & Steers, an estimated $52.1M added.
- The largest Lamar Advertising Co seller in Q4 2021 was Jericho Capital Asset Management, an estimated $92.8M sold.
Based on aggregated 13F filings for Q4 2021.