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Lee Enterprises
LEE

90 hedge funds and large institutions have $71.5M invested in Lee Enterprises in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

0.29% less ownership

Funds ownership: 4.23% → 3.95% (-0.29%)

8% less funds holding

Funds holding: 98 → 90 (-8)

29% less capital invested

Capital invested by funds: $101M → $71.5M (-$29.4M)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

97% less call options, than puts

Call options by funds: $1K | Put options by funds: $34K

Holders
90
Holders Change
-8
Holders Change %
-8.16%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
27
Closed
17
Calls
$1K
Puts
$34K
Net Calls
-$33K
Net Calls Change
-$596K

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$1.62M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$755K
3
LSC
Lyon Street Capital
California
+$694K
4
CCMH
Cornerstone Capital Management Holdings
New York
+$591K
5
JP Morgan Chase
JP Morgan Chase
New York
+$518K

Top Sellers

Rank Fund Capital Flow
1
EI
EAM Investors
California
-$1.95M
2
BCM
Bridgeway Capital Management
Texas
-$1.58M
3
AC
Aristeia Capital
Connecticut
-$1.51M
4
LCM
Lonestar Capital Management
California
-$1.39M
5
BIM
Bogle Investment Management
Massachusetts
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$667K -$1.58M -39,790 -67%
BIM
27
BlackRock Investment Management
Delaware
$602K +$18.6K +470 +3%
Invesco
28
Invesco
Georgia
$554K +$13.8K +348 +2%
CCMH
29
Cornerstone Capital Management Holdings
New York
$546K +$591K +14,910 +1,193%
Goldman Sachs
30
Goldman Sachs
New York
$526K -$310K -7,812 -33%
AQR Capital Management
31
AQR Capital Management
Connecticut
$454K – – –
AG
32
Algert Global
California
$367K +$280K +7,065 +187%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$333K +$2.22K +56 +0.6%
Connor, Clark & Lunn Investment Management (CC&L)
34
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$314K -$11.9K -300 -3%
CS
35
Credit Suisse
Switzerland
$304K -$206K -5,202 -37%
Berkshire Hathaway
36
Berkshire Hathaway
Nebraska
$300K – – –
Charles Schwab
37
Charles Schwab
California
$266K – – –
TA
38
Teachers Advisors
New York
$252K – – –
DIA
39
Denver Investment Advisors
Colorado
$241K +$13.7K +346 +5%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$217K – – –
GMIM
41
General Motors Investment Management
New York
$213K – – –
Two Sigma Advisers
42
Two Sigma Advisers
New York
$180K -$11.1K -280 -5%
Two Sigma Investments
43
Two Sigma Investments
New York
$170K -$557K -14,054 -74%
Millennium Management
44
Millennium Management
New York
$155K -$267K -6,734 -60%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$153K – – –
RCM
46
Rotella Capital Management
Washington
$142K -$28.9K -728 -15%
NFA
47
Nationwide Fund Advisors
Ohio
$140K +$2.1K +53 +1%
PCM
48
Prelude Capital Management
New York
$127K +$149K +3,760 New
ANTB
49
AMG National Trust Bank
Colorado
$124K – – –
AIG
50
American International Group
New York
$118K -$119 -3 -0.1%
1
2
3 4 5

LEE Hedge Fund Activity: Q3 2014 in Review

90 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q3 2014, worth a combined $71.5M — down 29% from $101M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of LEE and 9 opened new positions — a net loss of 8 holders — while 27 trimmed existing stakes and 28 added.

The largest buyer was Northern Trust, adding an estimated $1.62M. The largest seller was EAM Investors, exiting entirely with an estimated $1.95M sold.

  • 90 institutional investors held Lee Enterprises (LEE) as of Q3 2014, down from 98 in Q2 2014.
  • Funds reported $71.5M of Lee Enterprises stock for Q3 2014, down 29% quarter-over-quarter.
  • 9 funds opened new Lee Enterprises positions in Q3 2014 and 17 closed out, a net change of -8 holders.
  • The largest Lee Enterprises buyer in Q3 2014 was Northern Trust, an estimated $1.62M added.
  • The largest Lee Enterprises seller in Q3 2014 was EAM Investors, an estimated $1.95M sold.

Based on aggregated 13F filings for Q3 2014.