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Lee Enterprises

82 hedge funds and large institutions have $93.8M invested in Lee Enterprises in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more capital invested

Capital invested by funds: $90.4M → $93.8M (+$3.33M)

0.08% less ownership

Funds ownership: 5.25%5.16% (-0.08%)

10% less funds holding

Funds holding: 9182 (-9)

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
82
Holders Change
-9
Holders Change %
-9.89%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
19
Reduced
29
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
51
Balyasny Asset Management
Illinois
$102K +$64.7K +2,058 +204%
DSC
52
Duncker Streett & Co
Missouri
$94K
MA
53
Marshwinds Advisory
Georgia
$82K -$19.8K -630 -20%
Jane Street
54
Jane Street
New York
$76K +$71.8K +2,285 New
NCCM
55
Nine Chapters Capital Management
New Jersey
$74K +$29.9K +950 +75%
BIT
56
BlackRock Institutional Trust
California
$72K -$1.62M -51,427 -96%
ICOA
57
Investment Centers of America
North Dakota
$71K
DTL
58
Dynamic Technology Lab
Singapore
$70K +$66.1K +2,104 New
TRCT
59
Tower Research Capital (TRC)
New York
$65K +$61.3K +1,950 New
Wells Fargo
60
Wells Fargo
California
$64K +$48.2K +1,533 +409%
WJA
61
Williams Jones & Associates
New York
$50K
LKIM
62
Lawson Kroeker Investment Management
Nebraska
$43K
ARTA
63
A.R.T. Advisors
New York
$39K -$108K -3,440 -74%
QCMC
64
Quantum Capital Management (California)
California
$36K +$34.1K +1,085 New
DIA
65
Denver Investment Advisors
Colorado
$33K
RC
66
RBF Capital
California
$33K
BIM
67
BlackRock Investment Management
Delaware
$30K -$536K -17,059 -95%
CCMH
68
Cornerstone Capital Management Holdings
New York
$23K -$215K -6,830 -91%
UBS Group
69
UBS Group
Switzerland
$19K +$18.4K +584 New
BA
70
BlackRock Advisors
Delaware
$17K -$78.5K -2,498 -83%
Bank of America
71
Bank of America
North Carolina
$17K -$32.6K -1,038 -67%
LWCFA
72
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K
Citigroup
73
Citigroup
New York
$9K -$123K -3,916 -94%
Federated Hermes
74
Federated Hermes
Pennsylvania
$5K +$4.37K +139 New
MFS
75
MSI Financial Services
Massachusetts
$4K +$1.89K +60 +100%

LEE Hedge Fund Activity: Q2 2015 in Review

82 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q2 2015, worth a combined $93.8M — up 3.7% from $90.4M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of LEE and 14 opened new positions — a net loss of 9 holders — while 29 trimmed existing stakes and 19 added.

The largest buyer was Franklin Resources, adding an estimated $9.23M. The largest seller was Zelman Capital, exiting entirely with an estimated $4.59M sold.

  • 82 institutional investors held Lee Enterprises (LEE) as of Q2 2015, down from 91 in Q1 2015.
  • Funds reported $93.8M of Lee Enterprises stock for Q2 2015, up 3.7% quarter-over-quarter.
  • 14 funds opened new Lee Enterprises positions in Q2 2015 and 23 closed out, a net change of -9 holders.
  • The largest Lee Enterprises buyer in Q2 2015 was Franklin Resources, an estimated $9.23M added.
  • The largest Lee Enterprises seller in Q2 2015 was Zelman Capital, an estimated $4.59M sold.

Based on aggregated 13F filings for Q2 2015.