Lamar Advertising Co
LAMR
282 hedge funds and large institutions have $4.39B invested in Lamar Advertising Co in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 114 increasing their positions, 85 reducing their positions, and 32 closing their positions.
34% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 32
34% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 85
3% more funds holding
Funds holding: 274 → 282 (+8)
5% less capital invested
Capital invested by funds: $4.61B → $4.39B (-$220M)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
54% less call options, than puts
Call options by funds: $7.08M | Put options by funds: $15.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$71.5M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$50.6M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$32M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.1M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Corvex Management
New York
|
-$181M |
| 2 |
FTCM
Fir Tree Capital Management
New York
|
-$83.8M |
| 3 |
MDSL
M.D. Sass LLC
New York
|
-$60.5M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$28.2M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$24.9M |
LAMR Hedge Fund Activity: Q2 2015 in Review
282 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q2 2015, worth a combined $4.39B — down 4.8% from $4.61B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new LAMR positions and 32 closed out — a net gain of 11 holders — while 114 added to existing stakes and 85 trimmed.
The largest buyer was Credit Suisse, adding an estimated $71.5M. The largest seller was Corvex Management, cutting an estimated $181M.
- 282 institutional investors held Lamar Advertising Co (LAMR) as of Q2 2015, up from 274 in Q1 2015.
- Funds reported $4.39B of Lamar Advertising Co stock for Q2 2015, down 4.8% quarter-over-quarter.
- 43 funds opened new Lamar Advertising Co positions in Q2 2015 and 32 closed out, a net change of +11 holders.
- The largest Lamar Advertising Co buyer in Q2 2015 was Credit Suisse, an estimated $71.5M added.
- The largest Lamar Advertising Co seller in Q2 2015 was Corvex Management, an estimated $181M sold.
Based on aggregated 13F filings for Q2 2015.