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Lee Enterprises
LEE

79 hedge funds and large institutions have $27.9M invested in Lee Enterprises in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% more ownership

Funds ownership: 4.54% → 4.89% (+0.35%)

16% less funds holding

Funds holding: 94 → 79 (-15)

25% less capital invested

Capital invested by funds: $37.1M → $27.9M (-$9.19M)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

41% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 29

92% less call options, than puts

Call options by funds: $11K | Put options by funds: $145K

Holders
79
Holders Change
-15
Holders Change %
-15.96%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
19
Reduced
27
Closed
29
Calls
$11K
Puts
$145K
Net Calls
-$134K
Net Calls Change
-$134K

Top Buyers

1
AGC
Alden Global Capital
Florida
+$5.1M
2
CLG
Cooperman Leon G
+$1.22M
3
SPCM
Sound Point Capital Management
New York
+$561K
4
CC
Cannell Capital
Wyoming
+$530K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$500K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.84M
2
Franklin Resources
Franklin Resources
California
-$1.25M
3
PAM
Panagora Asset Management
Massachusetts
-$674K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$387K
5
QOP
Quinn Opportunity Partners
Virginia
-$300K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$125K – – –
SCM
27
Solas Capital Management
Connecticut
$114K +$166K +11,637 New
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$108K -$69.9K -4,900 -31%
First Trust Advisors
29
First Trust Advisors
Illinois
$96K -$27.1K -1,902 -16%
BCM
30
BlueCrest Capital Management
Jersey
$86K +$125K +8,748 New
State Farm Mutual Automobile Insurance
31
State Farm Mutual Automobile Insurance
Illinois
$83K – – –
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$81K +$1.36K +95 +1%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$77K +$29.5K +2,069 +36%
Citadel Advisors
34
Citadel Advisors
Florida
$63K +$91.4K +6,404 New
MGIA
35
Moneta Group Investment Advisors
Missouri
$52K +$75.5K +5,290 New
TWA
36
TCI Wealth Advisors
Arizona
$50K – – –
Citigroup
37
Citigroup
New York
$44K +$49.3K +3,452 +322%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$43K -$387K -27,126 -86%
LPL Financial
39
LPL Financial
California
$43K – – –
ZCM
40
Zebra Capital Management
Connecticut
$39K -$7.72K -541 -12%
UBS Group
41
UBS Group
Switzerland
$38K -$40.2K -2,817 -42%
RHAM
42
Round Hill Asset Management
California
$38K – – –
ANTB
43
AMG National Trust Bank
Colorado
$35K -$14 -1 -0%
AIG
44
American International Group
New York
$31K -$2.61K -183 -5%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$29K -$89.2K -6,253 -68%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$29K +$42.6K +2,988 New
UCFA
47
United Capital Financial Advisors
Texas
$25K – – –
MHP
48
Manatuck Hill Partners
Connecticut
$25K +$35.7K +2,500 New
SG Americas Securities
49
SG Americas Securities
New York
$23K +$5.72K +401 +21%
PAM
50
Panagora Asset Management
Massachusetts
$22K -$674K -47,252 -95%
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LEE Hedge Fund Activity: Q1 2020 in Review

79 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q1 2020, worth a combined $27.9M — down 25% from $37.1M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of LEE and 17 opened new positions — a net loss of 12 holders — while 27 trimmed existing stakes and 19 added.

The largest buyer was Alden Global Capital, opening a new position worth an estimated $5.1M. The largest seller was Morgan Stanley, cutting an estimated $1.84M.

  • 79 institutional investors held Lee Enterprises (LEE) as of Q1 2020, down from 94 in Q4 2019.
  • Funds reported $27.9M of Lee Enterprises stock for Q1 2020, down 25% quarter-over-quarter.
  • 17 funds opened new Lee Enterprises positions in Q1 2020 and 29 closed out, a net change of -12 holders.
  • The largest Lee Enterprises buyer in Q1 2020 was Alden Global Capital, an estimated $5.1M added.
  • The largest Lee Enterprises seller in Q1 2020 was Morgan Stanley, an estimated $1.84M sold.

Based on aggregated 13F filings for Q1 2020.