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Lee Enterprises
LEE

41 hedge funds and large institutions have $34.3M invested in Lee Enterprises in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.39% more ownership

Funds ownership: 32.2% → 32.59% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

5% less funds holding

Funds holding: 43 → 41 (-2)

6% less capital invested

Capital invested by funds: $36.4M → $34.3M (-$2.15M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
10
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OBGC
O'Brien Greene & Co
Pennsylvania
+$1.02M
2
Morgan Stanley
Morgan Stanley
New York
+$416K
3
JC
JBF Capital
Colorado
+$261K
4
CC
Corton Capital
Ontario, Canada
+$213K
5
GF
Gabelli Funds
New York
+$196K

Top Sellers

1
SIO
Strategic Investment Opportunities
Colorado
-$655K
2
Renaissance Technologies
Renaissance Technologies
New York
-$204K
3
Stifel Financial
Stifel Financial
Missouri
-$191K
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$166K
5
SCM
Solas Capital Management
Connecticut
-$151K
Name Holding Trade Value Shares
Change 		Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
26
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$195K -$166K -8,900 -45%
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$193K -$39.8K -2,138 -16%
DU
28
Delphia (USA)
Ontario, Canada
$185K +$195K +10,495 New
TWA
29
TCI Wealth Advisors
Arizona
$89K – – –
LFA
30
Level Financial Advisors
New York
$27K – – –
DSC
31
Duncker Streett & Co
Missouri
$23K – – –
Wells Fargo
32
Wells Fargo
California
$19K -$2.79K -150 -13%
UBS Group
33
UBS Group
Switzerland
$17K +$12.9K +695 +292%
WAM
34
Westport Asset Management
Connecticut
$11K – – –
TRCT
35
Tower Research Capital (TRC)
New York
$10K +$10.5K +566 New
Deutsche Bank
36
Deutsche Bank
Germany
$9K – – –
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$8K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$1K – – –
Renaissance Technologies
39
Renaissance Technologies
New York
– -$204K -10,720 Closed
Stifel Financial
40
Stifel Financial
Missouri
– -$191K -10,035 Closed
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
– -$105K -5,523 Closed
JP Morgan Chase
42
JP Morgan Chase
New York
– -$102K -5,501 -100%
DA
43
Denali Advisors
California
– -$36K -1,900 Closed
WB
44
West Bancorporation
Iowa
– -$2K -100 Closed
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
– +$74 +4 New
1
2

LEE Hedge Fund Activity: Q3 2022 in Review

41 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q3 2022, worth a combined $34.3M — down 5.9% from $36.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LEE and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 10 added.

The largest buyer was O'Brien Greene & Co, adding an estimated $1.02M. The largest seller was Strategic Investment Opportunities, cutting an estimated $655K.

  • 41 institutional investors held Lee Enterprises (LEE) as of Q3 2022, down from 43 in Q2 2022.
  • Funds reported $34.3M of Lee Enterprises stock for Q3 2022, down 5.9% quarter-over-quarter.
  • 4 funds opened new Lee Enterprises positions in Q3 2022 and 6 closed out, a net change of -2 holders.
  • The largest Lee Enterprises buyer in Q3 2022 was O'Brien Greene & Co, an estimated $1.02M added.
  • The largest Lee Enterprises seller in Q3 2022 was Strategic Investment Opportunities, an estimated $655K sold.

Based on aggregated 13F filings for Q3 2022.