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Lee Enterprises

94 hedge funds and large institutions have $37.1M invested in Lee Enterprises in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0.07% less ownership

Funds ownership: 4.61%4.54% (-0.07%)

3% less funds holding

Funds holding: 9794 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

32% less capital invested

Capital invested by funds: $54.4M → $37.1M (-$17.2M)

Holders
94
Holders Change
-3
Holders Change %
-3.09%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
29
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
26
Mackay Shields LLC
New York
$184K -$3.39K -190 -1%
JP Morgan Chase
27
JP Morgan Chase
New York
$181K -$71.3K -3,997 -24%
Charles Schwab
28
Charles Schwab
California
$180K
First Trust Advisors
29
First Trust Advisors
Illinois
$166K -$4.08K -229 -2%
OAM
30
Oxford Asset Management
United Kingdom
$150K -$130K -7,300 -41%
SF
31
Synovus Financial
Georgia
$140K -$4.19K -235 -2%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$130K -$47.1K -2,639 -22%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$125K +$65.7K +3,684 +72%
WG
34
Winton Group
United Kingdom
$119K -$394K -22,099 -72%
State Farm Mutual Automobile Insurance
35
State Farm Mutual Automobile Insurance
Illinois
$119K -$178K -10,000 -54%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$116K -$1.69K -95 -1%
HW
37
Hancock Whitney
Mississippi
$113K
UBS Group
38
UBS Group
Switzerland
$95K +$40.4K +2,264 +51%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$82K +$2.67K +150 +3%
LNC
40
Lincoln National Corp
Pennsylvania
$78K +$98K +5,495 New
Barclays
41
Barclays
United Kingdom
$77K +$49.3K +2,766 +102%
TWA
42
TCI Wealth Advisors
Arizona
$72K
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$71K
ZCM
44
Zebra Capital Management
Connecticut
$64K -$93.1K -5,222 -54%
AG
45
Algert Global
California
$61K -$16.3K -915 -18%
LPL Financial
46
LPL Financial
California
$61K
RHAM
47
Round Hill Asset Management
California
$56K -$1.02K -57 -1%
ANTB
48
AMG National Trust Bank
Colorado
$50K
HSBC Holdings
49
HSBC Holdings
United Kingdom
$49K +$410 +23 +0.7%
AIG
50
American International Group
New York
$48K -$499 -28 -0.8%

LEE Hedge Fund Activity: Q4 2019 in Review

94 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q4 2019, worth a combined $37.1M — down 32% from $54.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of LEE and 10 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 29 added.

The largest buyer was North Star Investment Management, adding an estimated $320K. The largest seller was Winton Group, cutting an estimated $394K.

  • 94 institutional investors held Lee Enterprises (LEE) as of Q4 2019, down from 97 in Q3 2019.
  • Funds reported $37.1M of Lee Enterprises stock for Q4 2019, down 32% quarter-over-quarter.
  • 10 funds opened new Lee Enterprises positions in Q4 2019 and 13 closed out, a net change of -3 holders.
  • The largest Lee Enterprises buyer in Q4 2019 was North Star Investment Management, an estimated $320K added.
  • The largest Lee Enterprises seller in Q4 2019 was Winton Group, an estimated $394K sold.

Based on aggregated 13F filings for Q4 2019.