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Lee Enterprises
LEE

87 hedge funds and large institutions have $99M invested in Lee Enterprises in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $71.5M → $99M (+$27.5M)

1.08% more ownership

Funds ownership: 3.95% → 5.02% (+1.1%)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

3% less funds holding

Funds holding: 90 → 87 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $37K

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
26
Reduced
28
Closed
12
Calls
–
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$4K

Top Buyers

Rank Fund Capital Flow
1
RFC
Russell Frank Company
Washington
+$1.51M
2
AMH
Apollo Management Holdings
New York
+$699K
3
BFA
BlackRock Fund Advisors
California
+$649K
4
AG
Algert Global
California
+$542K
5
Deutsche Bank
Deutsche Bank
Germany
+$330K

Top Sellers

Rank Fund Capital Flow
1
LCM
Lonestar Capital Management
California
-$4.57M
2
SCM
Saba Capital Management
New York
-$1.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$265K
4
Goldman Sachs
Goldman Sachs
New York
-$186K
5
CS
Credit Suisse
Switzerland
-$152K
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$831K -$699 -20 -0.1%
TCIM
27
TIAA CREF Investment Management
New York
$797K -$48.7K -1,393 -6%
GCP
28
GSA Capital Partners
United Kingdom
$793K -$15.6K -446 -2%
AMH
29
Apollo Management Holdings
New York
$736K +$699K +20,000 New
BIM
30
BlackRock Investment Management
Delaware
$654K -$2.17K -62 -0.3%
Invesco
31
Invesco
Georgia
$644K +$38.2K +1,092 +7%
CCMH
32
Cornerstone Capital Management Holdings
New York
$628K +$31.5K +900 +6%
BCM
33
Bridgeway Capital Management
Texas
$579K -$140K -4,000 -20%
AQR Capital Management
34
AQR Capital Management
Connecticut
$474K -$19.6K -560 -4%
TA
35
Teachers Advisors
New York
$399K +$118K +3,390 +45%
Goldman Sachs
36
Goldman Sachs
New York
$377K -$186K -5,315 -34%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$364K +$1.5K +43 +0.4%
Deutsche Bank
38
Deutsche Bank
Germany
$349K +$330K +9,439 +18,878%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$328K +$224K +6,423 +258%
Berkshire Hathaway
40
Berkshire Hathaway
Nebraska
$327K – – –
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$310K -$30.4K -870 -9%
Charles Schwab
42
Charles Schwab
California
$290K – – –
Millennium Management
43
Millennium Management
New York
$278K +$104K +2,974 +65%
DIA
44
Denver Investment Advisors
Colorado
$263K +$909 +26 +0.4%
Citigroup
45
Citigroup
New York
$246K +$145K +4,155 +164%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$238K +$1.05K +30 +0.5%
GMIM
47
General Motors Investment Management
New York
$232K – – –
TC
48
TFS Capital
Pennsylvania
$217K +$141K +4,043 +219%
PCM
49
Prelude Capital Management
New York
$181K +$40.9K +1,170 +31%
CS
50
Credit Suisse
Switzerland
$172K -$152K -4,338 -48%
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LEE Hedge Fund Activity: Q4 2014 in Review

87 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q4 2014, worth a combined $99M — up 38% from $71.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of LEE and 9 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 26 added.

The largest buyer was Russell Frank Company, opening a new position worth an estimated $1.51M. The largest seller was Lonestar Capital Management, exiting entirely with an estimated $4.57M sold.

  • 87 institutional investors held Lee Enterprises (LEE) as of Q4 2014, down from 90 in Q3 2014.
  • Funds reported $99M of Lee Enterprises stock for Q4 2014, up 38% quarter-over-quarter.
  • 9 funds opened new Lee Enterprises positions in Q4 2014 and 12 closed out, a net change of -3 holders.
  • The largest Lee Enterprises buyer in Q4 2014 was Russell Frank Company, an estimated $1.51M added.
  • The largest Lee Enterprises seller in Q4 2014 was Lonestar Capital Management, an estimated $4.57M sold.

Based on aggregated 13F filings for Q4 2014.