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Lee Enterprises
LEE

82 hedge funds and large institutions have $93.8M invested in Lee Enterprises in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

4% more capital invested

Capital invested by funds: $90.4M → $93.8M (+$3.33M)

0.08% less ownership

Funds ownership: 5.25% → 5.16% (-0.08%)

10% less funds holding

Funds holding: 91 → 82 (-9)

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
82
Holders Change
-9
Holders Change %
-9.89%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
19
Reduced
29
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$9.23M
2
TC
TFS Capital
Pennsylvania
+$1.47M
3
Goldman Sachs
Goldman Sachs
New York
+$1.35M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.07M
5
GCP
GSA Capital Partners
United Kingdom
+$765K

Top Sellers

1
ZC
Zelman Capital
Ohio
-$4.59M
2
BFA
BlackRock Fund Advisors
California
-$4.18M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.14M
4
State Street
State Street
Massachusetts
-$1.85M
5
BIT
BlackRock Institutional Trust
California
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$705K +$30.3K +965 +5%
AMH
27
Apollo Management Holdings
New York
$666K – – –
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$647K -$64.5K -2,051 -10%
KACA
29
Kayne Anderson Capital Advisors
California
$616K +$267K +8,500 +85%
Millennium Management
30
Millennium Management
New York
$597K +$386K +12,296 +219%
RC
31
Roundview Capital
New Jersey
$550K +$519K +16,510 New
TCIM
32
TIAA CREF Investment Management
New York
$547K -$165K -5,235 -24%
BFA
33
BlackRock Fund Advisors
California
$478K -$4.18M -132,970 -90%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$452K +$425K +13,528 New
Deutsche Bank
35
Deutsche Bank
Germany
$379K +$241K +7,671 +205%
Invesco
36
Invesco
Georgia
$314K -$35.5K -1,128 -11%
COPPSERS
37
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$307K +$290K +9,233 New
Berkshire Hathaway
38
Berkshire Hathaway
Nebraska
$296K – – –
PP
39
Paloma Partners
Connecticut
$275K +$260K +8,260 New
AGM
40
Alpine Global Management
New York
$258K +$243K +7,738 New
CS
41
Credit Suisse
Switzerland
$243K +$165K +5,254 +258%
Two Sigma Investments
42
Two Sigma Investments
New York
$224K +$211K +6,720 New
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$222K -$5.66K -180 -3%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$201K +$96.2K +3,060 +102%
LP
45
LMR Partners
United Kingdom
$174K +$165K +5,234 New
RCM
46
Rotella Capital Management
Washington
$151K +$87.4K +2,782 +158%
AQR Capital Management
47
AQR Capital Management
Connecticut
$150K -$212K -6,755 -60%
State Street
48
State Street
Massachusetts
$144K -$1.85M -58,704 -93%
ANTB
49
AMG National Trust Bank
Colorado
$123K – – –
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$106K – – –
1
2
3 4 5

LEE Hedge Fund Activity: Q2 2015 in Review

82 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q2 2015, worth a combined $93.8M — up 3.7% from $90.4M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of LEE and 14 opened new positions — a net loss of 9 holders — while 29 trimmed existing stakes and 19 added.

The largest buyer was Franklin Resources, adding an estimated $9.23M. The largest seller was Zelman Capital, exiting entirely with an estimated $4.59M sold.

  • 82 institutional investors held Lee Enterprises (LEE) as of Q2 2015, down from 91 in Q1 2015.
  • Funds reported $93.8M of Lee Enterprises stock for Q2 2015, up 3.7% quarter-over-quarter.
  • 14 funds opened new Lee Enterprises positions in Q2 2015 and 23 closed out, a net change of -9 holders.
  • The largest Lee Enterprises buyer in Q2 2015 was Franklin Resources, an estimated $9.23M added.
  • The largest Lee Enterprises seller in Q2 2015 was Zelman Capital, an estimated $4.59M sold.

Based on aggregated 13F filings for Q2 2015.