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Lee Enterprises
LEE

43 hedge funds and large institutions have $51.9M invested in Lee Enterprises in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more capital invested

Capital invested by funds: $28.9M → $51.9M (+$23M)

30.43% more ownership

Funds ownership: 3.93% → 34.36% (+30%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less call options, than puts

Call options by funds: $3.96M | Put options by funds: $4.09M

25% less funds holding

Funds holding: 57 → 43 (-14)

67% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 21

Holders
43
Holders Change
-14
Holders Change %
-24.56%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
15
Reduced
14
Closed
21
Calls
$3.96M
Puts
$4.09M
Net Calls
-$122K
Net Calls Change
-$122K

Top Buyers

1
ER
EVR Research
Virginia
+$3.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.47M
3
Goldman Sachs
Goldman Sachs
New York
+$2.27M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$825K
5
CC
Cannell Capital
Wyoming
+$331K

Top Sellers

1
AGC
Alden Global Capital
Florida
-$5.17M
2
SCM
Solas Capital Management
Connecticut
-$2.79M
3
Franklin Resources
Franklin Resources
California
-$1.46M
4
ETM
Euclidean Technologies Management
Washington
-$408K
5
PI
PEAK6 Investments
Illinois
-$315K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
26
TCI Wealth Advisors
Arizona
$131K -$20 -1 -0%
Victory Capital Management
27
Victory Capital Management
Texas
$131K +$102K +5,086 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$94K +$18.4K +921 +34%
HIM
29
Hillsdale Investment Management
Ontario, Canada
$51K +$40K +2,000 New
UBS Group
30
UBS Group
Switzerland
$43K +$28.5K +1,426 +548%
TRCT
31
Tower Research Capital (TRC)
New York
$40K +$1.56K +78 +5%
First Manhattan
32
First Manhattan
New York
$38K -$20K -1,000 -40%
DSC
33
Duncker Streett & Co
Missouri
$34K – – –
Bank of America
34
Bank of America
North Carolina
$28K -$20 -1 -0.1%
IRC
35
Investors Research Corp
Georgia
$24K – – –
WAM
36
Westport Asset Management
Connecticut
$15K +$10.8K +540 +900%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$14K – – –
WT
38
Whittier Trust
California
$10K -$20 -1 -0.3%
PAM
39
Panagora Asset Management
Massachusetts
$6K – – –
HI
40
Harbour Investments
Wisconsin
$6K +$4.29K +215 New
Osaic Holdings
41
Osaic Holdings
Arizona
$1K -$12K -600 -92%
Wells Fargo
42
Wells Fargo
California
$1K +$40 +2 +6%
AGC
43
Alden Global Capital
Florida
– -$5.17M -409,970 Closed
Franklin Resources
44
Franklin Resources
California
– -$1.46M -115,465 Closed
PI
45
PEAK6 Investments
Illinois
– -$315K -25,010 Closed
Squarepoint
46
Squarepoint
New York
– -$192K -15,235 Closed
VF
47
Virtu Financial
New York
– -$81K -6,459 Closed
RHAM
48
Round Hill Asset Management
California
– -$50K -3,933 Closed
ANTB
49
AMG National Trust Bank
Colorado
– -$44K -3,530 Closed
State Street
50
State Street
Massachusetts
– -$41K -3,223 Closed
1
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LEE Hedge Fund Activity: Q1 2021 in Review

43 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q1 2021, worth a combined $51.9M — up 80% from $28.9M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of LEE and 7 opened new positions — a net loss of 14 holders — while 14 trimmed existing stakes and 15 added.

The largest buyer was EVR Research, opening a new position worth an estimated $3.2M. The largest seller was Alden Global Capital, exiting entirely with an estimated $5.17M sold.

  • 43 institutional investors held Lee Enterprises (LEE) as of Q1 2021, down from 57 in Q4 2020.
  • Funds reported $51.9M of Lee Enterprises stock for Q1 2021, up 80% quarter-over-quarter.
  • 7 funds opened new Lee Enterprises positions in Q1 2021 and 21 closed out, a net change of -14 holders.
  • The largest Lee Enterprises buyer in Q1 2021 was EVR Research, an estimated $3.2M added.
  • The largest Lee Enterprises seller in Q1 2021 was Alden Global Capital, an estimated $5.17M sold.

Based on aggregated 13F filings for Q1 2021.