We are live on ! Find out more
LEE icon

Lee Enterprises
LEE

39 hedge funds and large institutions have $31.7M invested in Lee Enterprises in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more funds holding

Funds holding: 39 → 39 (0)

3% less capital invested

Capital invested by funds: $32.8M → $31.7M (-$1.06M)

4.28% less ownership

Funds ownership: 43.62% → 39.35% (-4.3%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
13
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JC
JBF Capital
Colorado
+$625K
2
SCM
Solas Capital Management
Connecticut
+$513K
3
RWA
Redhawk Wealth Advisors
Minnesota
+$283K
4
STA
Summit Trail Advisors
New York
+$158K
5
GI
GAMCO Investors
Connecticut
+$143K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$499K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$198K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$135K
4
TWA
TCI Wealth Advisors
Arizona
-$63.3K
5
BlackRock
BlackRock
New York
-$30.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
26
Corton Capital
Ontario, Canada
$145K +$137K +10,858 New
Barclays
27
Barclays
United Kingdom
$27.6K +$1.59K +126 +6%
LFA
28
Level Financial Advisors
New York
$20.7K – – –
DSC
29
Duncker Streett & Co
Missouri
$17.7K – – –
UBS Group
30
UBS Group
Switzerland
$14.4K -$341 -27 -2%
Wells Fargo
31
Wells Fargo
California
$14K +$177 +14 +1%
WAM
32
Westport Asset Management
Connecticut
$7.21K – – –
Deutsche Bank
33
Deutsche Bank
Germany
$6.51K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2K +$2.34K +185 New
Fidelity Investments
35
Fidelity Investments
Massachusetts
$1.7K +$1.09K +86 +215%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.15K +$821 +65 +325%
IGWM
37
ICA Group Wealth Management
Colorado
$668 – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$668 – – –
LC
39
Lindbrook Capital
California
$200 – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– -$135K -10,847 Closed
TWA
41
TCI Wealth Advisors
Arizona
– -$63.3K -5,083 Closed
Russell Investments Group
42
Russell Investments Group
United Kingdom
– -$12 -1 Closed
1
2

LEE Hedge Fund Activity: Q2 2023 in Review

39 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q2 2023, worth a combined $31.7M — down 3.2% from $32.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new LEE positions and 3 closed out — a net gain of 1 holder — while 13 added to existing stakes and 7 trimmed.

The largest buyer was JBF Capital, adding an estimated $625K. The largest seller was Morgan Stanley, cutting an estimated $499K.

  • 39 institutional investors held Lee Enterprises (LEE) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $31.7M of Lee Enterprises stock for Q2 2023, down 3.2% quarter-over-quarter.
  • 4 funds opened new Lee Enterprises positions in Q2 2023 and 3 closed out, a net change of +1 holder.
  • The largest Lee Enterprises buyer in Q2 2023 was JBF Capital, an estimated $625K added.
  • The largest Lee Enterprises seller in Q2 2023 was Morgan Stanley, an estimated $499K sold.

Based on aggregated 13F filings for Q2 2023.