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Lee Enterprises
LEE

74 hedge funds and large institutions have $66.6M invested in Lee Enterprises in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more capital invested

Capital invested by funds: $33.5M → $66.6M (+$33.2M)

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

0.06% more ownership

Funds ownership: 3.14% → 3.2% (+0.06%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 75 → 74 (-1)

Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
15
Closed
12
Calls
$71K
Puts
–
Net Calls
+$71K
Net Calls Change
+$71K

Top Buyers

1
MCM
McKinley Capital Management
Alaska
+$990K
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$604K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$494K
4
EA
Emerald Acquisition
Washington
+$421K
5
NSIM
North Star Investment Management
Illinois
+$232K

Top Sellers

1
JG
Jefferies Group
New York
-$458K
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$299K
3
BCM
Bridgeway Capital Management
Texas
-$284K
4
SPC
Silver Point Capital
Connecticut
-$243K
5
PIA
Phoenix Investment Adviser
New York
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
51
Denver Investment Advisors
Colorado
$38K – – –
BIM
52
BlackRock Investment Management
Delaware
$35K +$542 +21 +2%
Walleye Trading
53
Walleye Trading
New York
$34K +$2.06K +80 +10%
PCM
54
Prelude Capital Management
New York
$21K +$14.2K +550 New
Bank of America
55
Bank of America
North Carolina
$18K – – –
LWCFA
56
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
WP
57
WealthPLAN Partners
Nebraska
$10.9K +$7.74K +300 New
Federated Hermes
58
Federated Hermes
Pennsylvania
$8K +$955 +37 +22%
Citigroup
59
Citigroup
New York
$7K -$2.32K -90 -33%
BJ
60
BlackRock Japan
Japan
$6K -$4.36K -169 -50%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$5K – – –
Wells Fargo
62
Wells Fargo
California
$4K – – –
CG
63
Cutler Group
California
$4K +$2.84K +110 New
GWM
64
Geneos Wealth Management
Colorado
$3K – – –
First Manhattan
65
First Manhattan
New York
$2K – – –
TDC
66
Thompson Davis & Co
Virginia
$2K +$1.29K +50 New
UBS Group
67
UBS Group
Switzerland
$1K -$8.03K -311 -94%
KF
68
Krilogy Financial
Missouri
$1K – – –
MRCM
69
M&R Capital Management
New Jersey
$1K – – –
VCM
70
Versant Capital Management
Arizona
$1K – – –
PVH
71
Psagot Value Holdings
Israel
$1K +$439 +17 New
TCIM
72
TIAA CREF Investment Management
New York
$312 – – –
JG
73
Jefferies Group
New York
– -$458K -23,998 Closed
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
– -$299K -15,648 Closed
PIA
75
Phoenix Investment Adviser
New York
– -$229K -12,000 Closed
1 2
3
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LEE Hedge Fund Activity: Q3 2016 in Review

74 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q3 2016, worth a combined $66.6M — up 99% from $33.5M a quarter earlier.

Fund positioning in LEE was balanced in Q3 2016: 12 funds opened new positions, 12 closed out, 20 added to existing stakes and 15 trimmed.

The largest buyer was McKinley Capital Management, opening a new position worth an estimated $990K. The largest seller was Jefferies Group, exiting entirely with an estimated $458K sold.

  • 74 institutional investors held Lee Enterprises (LEE) as of Q3 2016, down from 75 in Q2 2016.
  • Funds reported $66.6M of Lee Enterprises stock for Q3 2016, up 99% quarter-over-quarter.
  • 12 funds opened new Lee Enterprises positions in Q3 2016 and 12 closed out, a net change of 0 holders.
  • The largest Lee Enterprises buyer in Q3 2016 was McKinley Capital Management, an estimated $990K added.
  • The largest Lee Enterprises seller in Q3 2016 was Jefferies Group, an estimated $458K sold.

Based on aggregated 13F filings for Q3 2016.