Lamar Advertising Co
LAMR
235 hedge funds and large institutions have $4.58B invested in Lamar Advertising Co in 2014 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 69 increasing their positions, 84 reducing their positions, and 34 closing their positions.
88% more call options, than puts
Call options by funds: $336M | Put options by funds: $179M
29% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 34
6% more capital invested
Capital invested by funds: $4.33B → $4.58B (+$252M)
4% more funds holding
Funds holding: 226 → 235 (+9)
18% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 84
18% less funds holding in top 10
Funds holding in top 10: 22 → 18 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Perry Capital
New York
|
+$126M |
| 2 |
CM
Corvex Management
New York
|
+$112M |
| 3 |
First Eagle Investment Management
New York
|
+$80.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$71.5M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCG
Luxor Capital Group
New York
|
-$195M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$141M |
| 3 |
MF
Magnetar Financial
Evanston,
Illinois
|
-$55.6M |
| 4 |
FAM
Fred Alger Management
New York
|
-$42.9M |
| 5 |
Renaissance Technologies
New York
|
-$41.5M |
LAMR Hedge Fund Activity: Q2 2014 in Review
235 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q2 2014, worth a combined $4.58B — up 5.8% from $4.33B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new LAMR positions and 34 closed out — a net gain of 10 holders — while 69 added to existing stakes and 84 trimmed.
The largest buyer was Perry Capital, adding an estimated $126M. The largest seller was Luxor Capital Group, cutting an estimated $195M.
- 235 institutional investors held Lamar Advertising Co (LAMR) as of Q2 2014, up from 226 in Q1 2014.
- Funds reported $4.58B of Lamar Advertising Co stock for Q2 2014, up 5.8% quarter-over-quarter.
- 44 funds opened new Lamar Advertising Co positions in Q2 2014 and 34 closed out, a net change of +10 holders.
- The largest Lamar Advertising Co buyer in Q2 2014 was Perry Capital, an estimated $126M added.
- The largest Lamar Advertising Co seller in Q2 2014 was Luxor Capital Group, an estimated $195M sold.
Based on aggregated 13F filings for Q2 2014.