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Lee Enterprises
LEE

79 hedge funds and large institutions have $56.3M invested in Lee Enterprises in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

7% more funds holding

Funds holding: 74 → 79 (+5)

0.29% more ownership

Funds ownership: 3.2% → 3.49% (+0.29%)

16% less capital invested

Capital invested by funds: $66.6M → $56.3M (-$10.4M)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
22
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.64M
2
OAM
Oxford Asset Management
United Kingdom
+$865K
3
AG
Algert Global
California
+$619K
4
GCM
Graham Capital Management
Connecticut
+$452K
5
Morgan Stanley
Morgan Stanley
New York
+$336K

Top Sellers

Rank Fund Capital Flow
1
SPC
Silver Point Capital
Connecticut
-$908K
2
KACA
Kayne Anderson Capital Advisors
California
-$487K
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$333K
4
TCIM
TIAA CREF Investment Management
New York
-$157K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$148K
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$259K +$63.3K +2,118 +31%
MHP
27
Manatuck Hill Partners
Connecticut
$219K – – –
MGIA
28
Moneta Group Investment Advisors
Missouri
$183K -$38.8K -1,300 -17%
Walleye Trading
29
Walleye Trading
New York
$162K +$140K +4,671 +519%
AIM
30
Acrospire Investment Management
Illinois
$154K +$34.6K +1,158 +28%
BIT
31
BlackRock Institutional Trust
California
$142K -$1.64K -55 -1%
Jane Street
32
Jane Street
New York
$137K +$142K +4,739 New
RHAM
33
Round Hill Asset Management
California
$126K +$130K +4,353 New
Millennium Management
34
Millennium Management
New York
$118K +$122K +4,085 New
State Street
35
State Street
Massachusetts
$108K – – –
Barclays
36
Barclays
United Kingdom
$106K +$109K +3,640 New
ANTB
37
AMG National Trust Bank
Colorado
$102K – – –
Two Sigma Advisers
38
Two Sigma Advisers
New York
$93K -$5.08K -170 -5%
TCIM
39
TIAA CREF Investment Management
New York
$89K -$157K -5,240 -63%
CS
40
Credit Suisse
Switzerland
$88K +$89.7K +3,003 New
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$74K +$76K +2,544 New
DAM
42
Delta Asset Management
Tennessee
$73K – – –
ICOA
43
Investment Centers of America
North Dakota
$62K – – –
ARTA
44
A.R.T. Advisors
New York
$59K +$61.5K +2,060 New
CAM
45
ClariVest Asset Management
California
$58K -$1.76K -59 -3%
MA
46
Marshwinds Advisory
Georgia
$57K – – –
RC
47
Roundview Capital
New Jersey
$57K +$11.9K +400 +25%
DSC
48
Duncker Streett & Co
Missouri
$56K – – –
SG Americas Securities
49
SG Americas Securities
New York
$52K +$538 +18 +1%
VKH
50
Virtu KCG Holdings
New York
$43K +$44.2K +1,479 New
1
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LEE Hedge Fund Activity: Q4 2016 in Review

79 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q4 2016, worth a combined $56.3M — down 16% from $66.6M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LEE positions and 10 closed out — a net gain of 8 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $2.64M. The largest seller was Silver Point Capital, cutting an estimated $908K.

  • 79 institutional investors held Lee Enterprises (LEE) as of Q4 2016, up from 74 in Q3 2016.
  • Funds reported $56.3M of Lee Enterprises stock for Q4 2016, down 16% quarter-over-quarter.
  • 18 funds opened new Lee Enterprises positions in Q4 2016 and 10 closed out, a net change of +8 holders.
  • The largest Lee Enterprises buyer in Q4 2016 was Acadian Asset Management, an estimated $2.64M added.
  • The largest Lee Enterprises seller in Q4 2016 was Silver Point Capital, an estimated $908K sold.

Based on aggregated 13F filings for Q4 2016.