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Lamar Advertising Co

411 hedge funds and large institutions have $6.52B invested in Lamar Advertising Co in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 144 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $14M | Put options by funds: $2.56M

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

5% more funds holding

Funds holding: 392411 (+19)

1% more capital invested

Capital invested by funds: $6.44B → $6.52B (+$77.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 144

1.24% less ownership

Funds ownership: 96.02%94.78% (-1.2%)

Holders
411
Holders Change
+19
Holders Change %
+4.85%
% of All Funds
8.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
60
Increased
143
Reduced
144
Closed
34
Calls
$14M
Puts
$2.56M
Net Calls
+$11.4M
Net Calls Change
-$620K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.03B -$273K -3,383 -0%
BlackRock
2
BlackRock
New York
$670M +$1.62M +20,032 +0.2%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$637M -$8.03M -99,438 -1%
Victory Capital Management
4
Victory Capital Management
Texas
$254M +$15.3M +188,976 +6%
Capital World Investors
5
Capital World Investors
California
$190M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$189M +$10.3M +127,319 +6%
Invesco
7
Invesco
Georgia
$172M +$106M +1,313,478 +160%
State Street
8
State Street
Massachusetts
$171M +$386K +4,774 +0.2%
Cohen & Steers
9
Cohen & Steers
New York
$170M -$99.2M -1,228,185 -37%
Renaissance Technologies
10
Renaissance Technologies
New York
$166M -$12.4M -152,912 -7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$162M -$7.13M -88,285 -4%
TIM
12
Thornburg Investment Management
New Mexico
$131M
Capital Research Global Investors
13
Capital Research Global Investors
California
$129M +$98.9K +1,224 +0.1%
Daiwa Securities Group
14
Daiwa Securities Group
Japan
$115M -$5.91M -73,162 -5%
WCM
15
Wedge Capital Management
North Carolina
$109M -$501K -6,206 -0.5%
Wells Fargo
16
Wells Fargo
California
$108M -$3.17M -39,229 -3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$105M +$984K +12,175 +0.9%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$80.1M +$1.54M +19,017 +2%
DC
19
Davenport & Co
Virginia
$76.8M +$308K +3,806 +0.4%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$70.8M +$55.6M +688,251 +365%
Northern Trust
21
Northern Trust
Illinois
$66.6M +$119K +1,477 +0.2%
MHI
22
Miller Howard Investments
New York
$63.1M -$4.83M -59,746 -7%
Norges Bank
23
Norges Bank
Norway
$61.6M +$4.82M +59,705 +8%
Ameriprise
24
Ameriprise
Minnesota
$61.1M -$10.4M -128,583 -15%
Goldman Sachs
25
Goldman Sachs
New York
$56.7M -$28.6M -353,988 -34%

LAMR Hedge Fund Activity: Q2 2019 in Review

411 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q2 2019, worth a combined $6.52B — up 1.2% from $6.44B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new LAMR positions and 34 closed out — a net gain of 26 holders — while 143 added to existing stakes and 144 trimmed.

The largest buyer was Invesco, adding an estimated $106M. The largest seller was Cohen & Steers, cutting an estimated $99.2M.

  • 411 institutional investors held Lamar Advertising Co (LAMR) as of Q2 2019, up from 392 in Q1 2019.
  • Funds reported $6.52B of Lamar Advertising Co stock for Q2 2019, up 1.2% quarter-over-quarter.
  • 60 funds opened new Lamar Advertising Co positions in Q2 2019 and 34 closed out, a net change of +26 holders.
  • The largest Lamar Advertising Co buyer in Q2 2019 was Invesco, an estimated $106M added.
  • The largest Lamar Advertising Co seller in Q2 2019 was Cohen & Steers, an estimated $99.2M sold.

Based on aggregated 13F filings for Q2 2019.