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Lee Enterprises
LEE

36 hedge funds and large institutions have $25.8M invested in Lee Enterprises in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 39.35% → 39.68% (+0.33%)

8% less funds holding

Funds holding: 39 → 36 (-3)

19% less capital invested

Capital invested by funds: $31.7M → $25.8M (-$5.95M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
7
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Solas Capital Management
Connecticut
+$1.13M
2
GI
GAMCO Investors
Connecticut
+$136K
3
TA
Teton Advisors
New York
+$79.1K
4
Stifel Financial
Stifel Financial
Missouri
+$75.7K
5
WIM
Wittenberg Investment Management
Massachusetts
+$74.5K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$307K
2
STA
Summit Trail Advisors
New York
-$167K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$163K
4
CC
Corton Capital
Ontario, Canada
-$145K
5
Morgan Stanley
Morgan Stanley
New York
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$13K +$2.04K +168 +16%
DSC
27
Duncker Streett & Co
Missouri
$12.1K -$2.44K -200 -15%
UBS Group
28
UBS Group
Switzerland
$6.3K -$5.99K -492 -46%
WAM
29
Westport Asset Management
Connecticut
$5.78K – – –
Deutsche Bank
30
Deutsche Bank
Germany
$3.54K -$1.91K -157 -32%
CA
31
Centerpoint Advisors
Massachusetts
$3K +$3.35K +275 New
TRCT
32
Tower Research Capital (TRC)
New York
$1.83K +$2.08K +171 New
JP Morgan Chase
33
JP Morgan Chase
New York
$214 -$791 -65 -76%
LC
34
Lindbrook Capital
California
$161 – – –
Bank of America
35
Bank of America
North Carolina
$96 +$110 +9 New
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$21 +$24 +2 New
STA
37
Summit Trail Advisors
New York
– -$167K -12,500 Closed
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
– -$163K -12,191 Closed
CC
39
Corton Capital
Ontario, Canada
– -$145K -10,858 Closed
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
– -$2K -185 Closed
Fidelity Investments
41
Fidelity Investments
Massachusetts
– -$1.7K -126 Closed
IGWM
42
ICA Group Wealth Management
Colorado
– -$668 -50 Closed
Osaic Holdings
43
Osaic Holdings
Arizona
– -$668 -50 Closed
1
2

LEE Hedge Fund Activity: Q3 2023 in Review

36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q3 2023, worth a combined $25.8M — down 19% from $31.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LEE and 4 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 7 added.

The largest buyer was Solas Capital Management, adding an estimated $1.13M. The largest seller was Dimensional Fund Advisors, cutting an estimated $307K.

  • 36 institutional investors held Lee Enterprises (LEE) as of Q3 2023, down from 39 in Q2 2023.
  • Funds reported $25.8M of Lee Enterprises stock for Q3 2023, down 19% quarter-over-quarter.
  • 4 funds opened new Lee Enterprises positions in Q3 2023 and 7 closed out, a net change of -3 holders.
  • The largest Lee Enterprises buyer in Q3 2023 was Solas Capital Management, an estimated $1.13M added.
  • The largest Lee Enterprises seller in Q3 2023 was Dimensional Fund Advisors, an estimated $307K sold.

Based on aggregated 13F filings for Q3 2023.