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Lee Enterprises
LEE

39 hedge funds and large institutions have $32.8M invested in Lee Enterprises in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

7.5% more ownership

Funds ownership: 36.13% → 43.62% (+7.5%)

0% more funds holding

Funds holding: 39 → 39 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

15% less capital invested

Capital invested by funds: $38.6M → $32.8M (-$5.77M)

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
12
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JC
JBF Capital
Colorado
+$925K
2
CC
Cannell Capital
Wyoming
+$861K
3
SCM
Solas Capital Management
Connecticut
+$614K
4
WIM
Wittenberg Investment Management
Massachusetts
+$408K
5
GI
GAMCO Investors
Connecticut
+$246K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$735K
2
HIG
Herr Investment Group
Texas
-$495K
3
Invesco
Invesco
Georgia
-$493K
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$284K
5
OBGC
O'Brien Greene & Co
Pennsylvania
-$28.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
26
TCI Wealth Advisors
Arizona
$63.3K – – –
Barclays
27
Barclays
United Kingdom
$24.2K +$35 +2 +0.1%
LFA
28
Level Financial Advisors
New York
$19.3K – – –
DSC
29
Duncker Streett & Co
Missouri
$16.5K – – –
UBS Group
30
UBS Group
Switzerland
$13.8K +$11.7K +669 +153%
Wells Fargo
31
Wells Fargo
California
$12.9K – – –
WAM
32
Westport Asset Management
Connecticut
$6.72K – – –
Deutsche Bank
33
Deutsche Bank
Germany
$6.08K – – –
IGWM
34
ICA Group Wealth Management
Colorado
$623 – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$623 – – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$498 -$5.04K -287 -88%
LC
37
Lindbrook Capital
California
$187 – – –
Russell Investments Group
38
Russell Investments Group
United Kingdom
$12 -$284K -16,163 -100%
HIG
39
Herr Investment Group
Texas
– -$495K -26,662 Closed
Invesco
40
Invesco
Georgia
– -$493K -26,555 Closed
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
– -$9K -500 Closed
Bank of America
42
Bank of America
North Carolina
– -$222 -12 Closed
1
2

LEE Hedge Fund Activity: Q1 2023 in Review

39 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q1 2023, worth a combined $32.8M — down 15% from $38.6M a quarter earlier.

Fund positioning in LEE was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 5 trimmed.

The largest buyer was JBF Capital, adding an estimated $925K. The largest seller was Morgan Stanley, cutting an estimated $735K.

  • 39 institutional investors held Lee Enterprises (LEE) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $32.8M of Lee Enterprises stock for Q1 2023, down 15% quarter-over-quarter.
  • 4 funds opened new Lee Enterprises positions in Q1 2023 and 4 closed out, a net change of 0 holders.
  • The largest Lee Enterprises buyer in Q1 2023 was JBF Capital, an estimated $925K added.
  • The largest Lee Enterprises seller in Q1 2023 was Morgan Stanley, an estimated $735K sold.

Based on aggregated 13F filings for Q1 2023.