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Lee Enterprises
LEE

86 hedge funds and large institutions have $61.1M invested in Lee Enterprises in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

16% more funds holding

Funds holding: 74 → 86 (+12)

8% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.17M

0.19% more ownership

Funds ownership: 3.85% → 4.04% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $62.6M → $61.1M (-$1.51M)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
86
Holders Change
+12
Holders Change %
+16.22%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
19
Reduced
22
Closed
3
Calls
$1.26M
Puts
$1.17M
Net Calls
+$97K
Net Calls Change
-$1.5M

Top Buyers

Rank Fund Capital Flow
1
ETM
Euclidean Technologies Management
Washington
+$2.09M
2
PGCM
Prescott Group Capital Management
Oklahoma
+$1.51M
3
Morgan Stanley
Morgan Stanley
New York
+$789K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$701K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$354K

Top Sellers

Rank Fund Capital Flow
1
OP
Osmium Partners
California
-$2.32M
2
GCM
Graham Capital Management
Connecticut
-$1.32M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$435K
4
TSS
Two Sigma Securities
New York
-$156K
5
Walleye Trading
Walleye Trading
New York
-$147K
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
26
Synovus Financial
Georgia
$292K – – –
JP Morgan Chase
27
JP Morgan Chase
New York
$292K +$382 +13 +0.1%
Northern Trust
28
Northern Trust
Illinois
$290K +$35.2K +1,199 +12%
AIM
29
Alambic Investment Management
California
$285K +$91.2K +3,103 +41%
Goldman Sachs
30
Goldman Sachs
New York
$272K – – –
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$265K +$26.7K +907 +10%
MA
32
Marshwinds Advisory
Georgia
$209K +$187K +6,360 +412%
First Trust Advisors
33
First Trust Advisors
Illinois
$209K +$232K +7,889 New
GCP
34
GSA Capital Partners
United Kingdom
$204K – – –
MHP
35
Manatuck Hill Partners
Connecticut
$200K – – –
Group One Trading
36
Group One Trading
Illinois
$185K +$200K +6,811 +4,284%
State Street
37
State Street
Massachusetts
$178K +$8.99K +306 +5%
Wells Fargo
38
Wells Fargo
California
$126K +$20K +681 +17%
FA
39
Fortis Advisors
Pennsylvania
$120K +$133K +4,525 New
SIM
40
Spark Investment Management
New York
$116K – – –
RHAM
41
Round Hill Asset Management
California
$110K +$5.23K +178 +4%
ZIM
42
ZPR Investment Management
Florida
$110K +$122K +4,164 New
OAM
43
Oxford Asset Management
United Kingdom
$100K -$48.3K -1,643 -31%
ANTB
44
AMG National Trust Bank
Colorado
$94K – – –
Two Sigma Advisers
45
Two Sigma Advisers
New York
$81K -$882 -30 -1%
BCM
46
BlueCrest Capital Management
Jersey
$80K – – –
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$77K +$17.9K +609 +27%
LPL Financial
48
LPL Financial
California
$67K – – –
DAM
49
Delta Asset Management
Tennessee
$66K – – –
Citadel Advisors
50
Citadel Advisors
Florida
$64K +$71.5K +2,433 New
1
2
3 4

LEE Hedge Fund Activity: Q3 2018 in Review

86 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q3 2018, worth a combined $61.1M — down 2.4% from $62.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LEE positions and 3 closed out — a net gain of 12 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Euclidean Technologies Management, opening a new position worth an estimated $2.09M. The largest seller was Osmium Partners, cutting an estimated $2.32M.

  • 86 institutional investors held Lee Enterprises (LEE) as of Q3 2018, up from 74 in Q2 2018.
  • Funds reported $61.1M of Lee Enterprises stock for Q3 2018, down 2.4% quarter-over-quarter.
  • 15 funds opened new Lee Enterprises positions in Q3 2018 and 3 closed out, a net change of +12 holders.
  • The largest Lee Enterprises buyer in Q3 2018 was Euclidean Technologies Management, an estimated $2.09M added.
  • The largest Lee Enterprises seller in Q3 2018 was Osmium Partners, an estimated $2.32M sold.

Based on aggregated 13F filings for Q3 2018.