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Lee Enterprises

40 hedge funds and large institutions have $43.2M invested in Lee Enterprises in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.23% less ownership

Funds ownership: 35.61%32.38% (-3.2%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

17% less funds holding

Funds holding: 4840 (-8)

27% less capital invested

Capital invested by funds: $59.3M → $43.2M (-$16.1M)

89% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 9

Holders
40
Holders Change
-8
Holders Change %
-16.67%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
12
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$125K -$30.5K -1,203 -18%
TWA
27
TCI Wealth Advisors
Arizona
$115K
SOW
28
State of Wyoming
Wyoming
$110K -$13.7K -540 -10%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$83K
HIM
30
Hillsdale Investment Management
Ontario, Canada
$41K -$5.07K -200 -10%
Bank of America
31
Bank of America
North Carolina
$38K +$21.4K +845 +99%
DSC
32
Duncker Streett & Co
Missouri
$30K
WAM
33
Westport Asset Management
Connecticut
$14K
Deutsche Bank
34
Deutsche Bank
Germany
$11K
TRCT
35
Tower Research Capital (TRC)
New York
$11K +$2.54K +100 +25%
HI
36
Harbour Investments
Wisconsin
$3K -$2.46K -97 -45%
UBS Group
37
UBS Group
Switzerland
$2K -$27.9K -1,099 -92%
Wells Fargo
38
Wells Fargo
California
$1K -$2K -79 -71%
Osaic Holdings
39
Osaic Holdings
Arizona
$1K
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$625K -22,068 Closed
Citadel Advisors
41
Citadel Advisors
Florida
-$216K -7,662 Closed
MHP
42
Manatuck Hill Partners
Connecticut
-$213K -7,540 Closed
DWA
43
Dorsey Wright & Associates
California
-$40K -1,405 Closed
PGAM
44
Princeton Global Asset Management
New Jersey
-$28K -1,000 Closed
WT
45
Whittier Trust
California
-$10K -371 Closed
Group One Trading
46
Group One Trading
Illinois
-$2K -61 Closed
AWM
47
Accel Wealth Management
Iowa
-$1K -48 Closed
MRCM
48
M&R Capital Management
New Jersey
-$1K -40 Closed

LEE Hedge Fund Activity: Q3 2021 in Review

40 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q3 2021, worth a combined $43.2M — down 27% from $59.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of LEE and 1 opened new positions — a net loss of 8 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Fidelity Investments, adding an estimated $1.74M. The largest seller was Cannell Capital, cutting an estimated $2.65M.

  • 40 institutional investors held Lee Enterprises (LEE) as of Q3 2021, down from 48 in Q2 2021.
  • Funds reported $43.2M of Lee Enterprises stock for Q3 2021, down 27% quarter-over-quarter.
  • 1 fund opened new Lee Enterprises positions in Q3 2021 and 9 closed out, a net change of -8 holders.
  • The largest Lee Enterprises buyer in Q3 2021 was Fidelity Investments, an estimated $1.74M added.
  • The largest Lee Enterprises seller in Q3 2021 was Cannell Capital, an estimated $2.65M sold.

Based on aggregated 13F filings for Q3 2021.