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Lee Enterprises
LEE

55 hedge funds and large institutions have $67.6M invested in Lee Enterprises in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

56% more capital invested

Capital invested by funds: $43.2M → $67.6M (+$24.4M)

38% more funds holding

Funds holding: 40 → 55 (+15)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0.82% more ownership

Funds ownership: 32.38% → 33.21% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
55
Holders Change
+15
Holders Change %
+37.5%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
13
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JCP
JB Capital Partners
New York
+$1.02M
2
EI
EAM Investors
California
+$986K
3
Two Sigma Investments
Two Sigma Investments
New York
+$860K
4
Renaissance Technologies
Renaissance Technologies
New York
+$805K
5
GI
GAMCO Investors
Connecticut
+$723K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.86M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.17M
3
ER
EVR Research
Virginia
-$1.73M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$966K
5
ETM
Euclidean Technologies Management
Washington
-$759K
Name Holding Trade Value Shares
Change 		Change in
Stake
OBGC
26
O'Brien Greene & Co
Pennsylvania
$553K +$406K +16,000 New
GF
27
Gabelli Funds
New York
$425K +$312K +12,300 New
Northern Trust
28
Northern Trust
Illinois
$379K -$431 -17 -0.2%
DC
29
Diametric Capital
Massachusetts
$317K +$233K +9,181 New
RC
30
RBF Capital
California
$306K +$225K +8,850 New
Jane Street
31
Jane Street
New York
$279K +$205K +8,070 New
RWM
32
Ritholtz Wealth Management
New York
$258K +$189K +7,459 New
Stifel Financial
33
Stifel Financial
Missouri
$234K +$172K +6,765 New
JP Morgan Chase
34
JP Morgan Chase
New York
$227K +$27.4K +1,080 +20%
WCA
35
Waratah Capital Advisors
Ontario, Canada
$222K +$163K +6,424 New
JF
36
Jump Financial
Illinois
$200K +$147K +5,800 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$191K +$47.6K +1,876 +51%
Morgan Stanley
38
Morgan Stanley
New York
$185K -$286K -11,251 -68%
TWA
39
TCI Wealth Advisors
Arizona
$176K – – –
SOW
40
State of Wyoming
Wyoming
$138K -$22.3K -879 -18%
DA
41
Denali Advisors
California
$66K +$48.2K +1,900 New
LFA
42
Level Financial Advisors
New York
$54K +$39.4K +1,552 New
TRCT
43
Tower Research Capital (TRC)
New York
$49K +$23.9K +941 +189%
DSC
44
Duncker Streett & Co
Missouri
$46K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$31K +$22.8K +900 New
Wells Fargo
46
Wells Fargo
California
$22K +$15.2K +599 +1,815%
WAM
47
Westport Asset Management
Connecticut
$21K – – –
Deutsche Bank
48
Deutsche Bank
Germany
$17K – – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$17K +$12.7K +500 New
WB
50
West Bancorporation
Iowa
$3K +$2.54K +100 New
1
2
3

LEE Hedge Fund Activity: Q4 2021 in Review

55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q4 2021, worth a combined $67.6M — up 56% from $43.2M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new LEE positions and 8 closed out — a net gain of 16 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was JB Capital Partners, opening a new position worth an estimated $1.02M. The largest seller was Fidelity Investments, exiting entirely with an estimated $4.86M sold.

  • 55 institutional investors held Lee Enterprises (LEE) as of Q4 2021, up from 40 in Q3 2021.
  • Funds reported $67.6M of Lee Enterprises stock for Q4 2021, up 56% quarter-over-quarter.
  • 24 funds opened new Lee Enterprises positions in Q4 2021 and 8 closed out, a net change of +16 holders.
  • The largest Lee Enterprises buyer in Q4 2021 was JB Capital Partners, an estimated $1.02M added.
  • The largest Lee Enterprises seller in Q4 2021 was Fidelity Investments, an estimated $4.86M sold.

Based on aggregated 13F filings for Q4 2021.