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Lee Enterprises

67 hedge funds and large institutions have $56.3M invested in Lee Enterprises in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

35% more capital invested

Capital invested by funds: $41.9M → $56.3M (+$14.5M)

12% more funds holding

Funds holding: 6067 (+7)

0.03% more ownership

Funds ownership: 3.03%3.05% (+0.03%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $354K

Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
18
Increased
17
Reduced
10
Closed
11
Calls
Puts
$354K
Net Calls
-$354K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$43K
SC
52
Sumit Capital
New York
$37K +$35.2K +1,076 New
RI
53
RWWM Inc
California
$36K
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$22K +$7K +214 +50%
Bank of America
55
Bank of America
North Carolina
$18K -$14.1K -430 -45%
TRCT
56
Tower Research Capital (TRC)
New York
$10K +$9.75K +298 New
LWCFA
57
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K +$9.82K +300 New
AllianceBernstein
58
AllianceBernstein
Tennessee
$2K
First Manhattan
59
First Manhattan
New York
$2K
Ameriprise
60
Ameriprise
Minnesota
$1K
GC
61
Globeflex Capital
California
$1K
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$1K
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$625 +$589 +18 New
DIA
64
Denver Investment Advisors
Colorado
$92 +$53.6K +1,639 +164%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2 +$1.44K +44 New
CRC
66
Cedar Rock Capital
United Kingdom
-$3.12M -118,034 Closed
Franklin Resources
67
Franklin Resources
California
-$655K -24,829 Closed
MHP
68
Manatuck Hill Partners
Connecticut
-$338K -12,790 Closed
Jane Street
69
Jane Street
New York
-$138K -5,218 Closed
VKH
70
Virtu KCG Holdings
New York
-$104K -3,929 Closed
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
-$84K -3,191 Closed
N
72
Natixis
France
-$51K -1,940 Closed
RCM
73
Rotella Capital Management
Washington
-$27K -1,021 Closed
Deutsche Bank
74
Deutsche Bank
Germany
-$16K -488 Closed
US Bancorp
75
US Bancorp
Minnesota
-$5K -200 Closed

LEE Hedge Fund Activity: Q4 2013 in Review

67 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q4 2013, worth a combined $56.3M — up 35% from $41.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LEE positions and 11 closed out — a net gain of 7 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was TFS Capital, adding an estimated $2.27M. The largest seller was Delta Partners, cutting an estimated $3.56M.

  • 67 institutional investors held Lee Enterprises (LEE) as of Q4 2013, up from 60 in Q3 2013.
  • Funds reported $56.3M of Lee Enterprises stock for Q4 2013, up 35% quarter-over-quarter.
  • 18 funds opened new Lee Enterprises positions in Q4 2013 and 11 closed out, a net change of +7 holders.
  • The largest Lee Enterprises buyer in Q4 2013 was TFS Capital, an estimated $2.27M added.
  • The largest Lee Enterprises seller in Q4 2013 was Delta Partners, an estimated $3.56M sold.

Based on aggregated 13F filings for Q4 2013.