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Lee Enterprises
LEE

57 hedge funds and large institutions have $28.9M invested in Lee Enterprises in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $21M → $28.9M (+$7.94M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.35% less ownership

Funds ownership: 4.29% → 3.93% (-0.35%)

5% less funds holding

Funds holding: 60 → 57 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

67% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 18

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
6
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CC
Cannell Capital
Wyoming
+$510K
2
Renaissance Technologies
Renaissance Technologies
New York
+$243K
3
QOP
Quinn Opportunity Partners
Virginia
+$196K
4
VF
Virtu Financial
New York
+$63.8K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$53.4K

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$1.2M
2
CLG
Cooperman Leon G
-$670K
3
WG
Winton Group
United Kingdom
-$192K
4
RC
RBF Capital
California
-$142K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$95K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
26
TCI Wealth Advisors
Arizona
$64K – – –
RHAM
27
Round Hill Asset Management
California
$50K – – –
ANTB
28
AMG National Trust Bank
Colorado
$44K – – –
State Street
29
State Street
Massachusetts
$41K – – –
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$40K -$93.8K -9,491 -75%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$34K +$26.9K +2,726 New
UCFA
32
United Capital Financial Advisors
Texas
$32K – – –
First Manhattan
33
First Manhattan
New York
$31K +$24.7K +2,500 New
LPL Financial
34
LPL Financial
California
$29K -$19.8K -1,999 -46%
Citadel Advisors
35
Citadel Advisors
Florida
$22K +$17.6K +1,778 New
Creative Planning
36
Creative Planning
Kansas
$21K – – –
Charles Schwab
37
Charles Schwab
California
$20K – – –
Jane Street
38
Jane Street
New York
$18K -$89.8K -9,083 -86%
TRCT
39
Tower Research Capital (TRC)
New York
$18K +$14.4K +1,461 New
DSC
40
Duncker Streett & Co
Missouri
$17K – – –
LKIM
41
Lawson Kroeker Investment Management
Nebraska
$16K – – –
Bank of America
42
Bank of America
North Carolina
$14K – – –
CDH
43
Charles D. Hyman
$13K – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$13K +$9.93K +1,005 New
IRC
45
Investors Research Corp
Georgia
$12K – – –
Osaic Holdings
46
Osaic Holdings
Arizona
$9K -$119 -12 -2%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$7K – – –
Deutsche Bank
48
Deutsche Bank
Germany
$6K – – –
WT
49
Whittier Trust
California
$5K – – –
UBS Group
50
UBS Group
Switzerland
$4K -$1.85K -187 -42%
1
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LEE Hedge Fund Activity: Q4 2020 in Review

57 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q4 2020, worth a combined $28.9M — up 38% from $21M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of LEE and 8 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 6 added.

The largest buyer was Cannell Capital, adding an estimated $510K. The largest seller was Franklin Resources, cutting an estimated $1.2M.

  • 57 institutional investors held Lee Enterprises (LEE) as of Q4 2020, down from 60 in Q3 2020.
  • Funds reported $28.9M of Lee Enterprises stock for Q4 2020, up 38% quarter-over-quarter.
  • 8 funds opened new Lee Enterprises positions in Q4 2020 and 11 closed out, a net change of -3 holders.
  • The largest Lee Enterprises buyer in Q4 2020 was Cannell Capital, an estimated $510K added.
  • The largest Lee Enterprises seller in Q4 2020 was Franklin Resources, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2020.