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Lamar Advertising Co

448 hedge funds and large institutions have $7.17B invested in Lamar Advertising Co in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 189 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $11.1M

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

47% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 129

5% more funds holding

Funds holding: 428448 (+20)

1.94% more ownership

Funds ownership: 91.83%93.77% (+1.9%)

23% less capital invested

Capital invested by funds: $9.27B → $7.17B (-$2.09B)

Holders
448
Holders Change
+20
Holders Change %
+4.67%
% of All Funds
7.55%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
64
Increased
189
Reduced
129
Closed
33
Calls
$24.9M
Puts
$11.1M
Net Calls
+$13.8M
Net Calls Change
-$1.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B -$28.1M -276,598 -2%
BlackRock
2
BlackRock
New York
$697M +$6.93M +68,323 +0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$458M -$205M -2,019,699 -28%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$364M +$2.89M +28,528 +0.7%
Cohen & Steers
5
Cohen & Steers
New York
$322M +$34M +334,901 +10%
Victory Capital Management
6
Victory Capital Management
Texas
$315M +$51.9M +511,673 +17%
State Street
7
State Street
Massachusetts
$210M +$1.85M +18,237 +0.8%
Capital World Investors
8
Capital World Investors
California
$176M
DC
9
Davenport & Co
Virginia
$150M +$34.9M +343,708 +25%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$135M +$15.2M +149,790 +11%
Select Equity Group
11
Select Equity Group
New York
$132M +$68.4M +674,511 +82%
Invesco
12
Invesco
Georgia
$128M +$3.57M +35,172 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$122M -$3.08M -30,394 -2%
Ameriprise
14
Ameriprise
Minnesota
$114M +$68.9M +678,969 +110%
Boston Partners
15
Boston Partners
Massachusetts
$112M +$2.04M +20,070 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$105M -$1.44M -14,168 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$103M +$878K +8,650 +0.7%
JP Morgan Chase
18
JP Morgan Chase
New York
$102M +$38.4M +378,374 +49%
HCM
19
Hamlin Capital Management
New York
$94.5M +$8.02M +79,079 +8%
Wells Fargo
20
Wells Fargo
California
$91.4M -$5.44M -53,663 -5%
Morgan Stanley
21
Morgan Stanley
New York
$87.2M +$8.8M +86,696 +10%
Artisan Partners
22
Artisan Partners
Wisconsin
$82.6M -$2.3M -22,696 -2%
Charles Schwab
23
Charles Schwab
California
$81.4M -$435K -4,288 -0.5%
Northern Trust
24
Northern Trust
Illinois
$71.4M -$18.4M -181,509 -18%
Norges Bank
25
Norges Bank
Norway
$70.3M -$3.06M -30,148 -4%

LAMR Hedge Fund Activity: Q2 2022 in Review

448 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q2 2022, worth a combined $7.17B — down 23% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new LAMR positions and 33 closed out — a net gain of 31 holders — while 189 added to existing stakes and 129 trimmed.

The largest buyer was Ameriprise, adding an estimated $68.9M. The largest seller was Fidelity Investments, cutting an estimated $205M.

  • 448 institutional investors held Lamar Advertising Co (LAMR) as of Q2 2022, up from 428 in Q1 2022.
  • Funds reported $7.17B of Lamar Advertising Co stock for Q2 2022, down 23% quarter-over-quarter.
  • 64 funds opened new Lamar Advertising Co positions in Q2 2022 and 33 closed out, a net change of +31 holders.
  • The largest Lamar Advertising Co buyer in Q2 2022 was Ameriprise, an estimated $68.9M added.
  • The largest Lamar Advertising Co seller in Q2 2022 was Fidelity Investments, an estimated $205M sold.

Based on aggregated 13F filings for Q2 2022.