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Lee Enterprises
LEE

79 hedge funds and large institutions have $56.3M invested in Lee Enterprises in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

7% more funds holding

Funds holding: 74 → 79 (+5)

0.29% more ownership

Funds ownership: 3.2% → 3.49% (+0.29%)

16% less capital invested

Capital invested by funds: $66.6M → $56.3M (-$10.4M)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
22
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.64M
2
OAM
Oxford Asset Management
United Kingdom
+$865K
3
AG
Algert Global
California
+$619K
4
GCM
Graham Capital Management
Connecticut
+$452K
5
Morgan Stanley
Morgan Stanley
New York
+$336K

Top Sellers

Rank Fund Capital Flow
1
SPC
Silver Point Capital
Connecticut
-$908K
2
KACA
Kayne Anderson Capital Advisors
California
-$487K
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$333K
4
TCIM
TIAA CREF Investment Management
New York
-$157K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$148K
Name Holding Trade Value Shares
Change 		Change in
Stake
LKIM
51
Lawson Kroeker Investment Management
Nebraska
$37K – – –
PPA
52
Parametric Portfolio Associates
Washington
$35K +$36.2K +1,211 New
GC
53
Guggenheim Capital
Illinois
$34K – – –
Citadel Advisors
54
Citadel Advisors
Florida
$33K +$33.9K +1,134 New
DIA
55
Denver Investment Advisors
Colorado
$29K – – –
SCM
56
Segantii Capital Management
Hong Kong
$29K +$29.6K +990 New
BIM
57
BlackRock Investment Management
Delaware
$26K -$837 -28 -3%
BA
58
BlackRock Advisors
Delaware
$25K -$6.27K -210 -20%
TRCT
59
Tower Research Capital (TRC)
New York
$24K +$24.6K +822 New
AA
60
Ancora Advisors
Ohio
$18K +$18.3K +613 New
Bank of America
61
Bank of America
North Carolina
$14K – – –
UBS Group
62
UBS Group
Switzerland
$13K +$12.2K +408 +2,040%
LWCFA
63
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K – – –
Federated Hermes
64
Federated Hermes
Pennsylvania
$8K +$1.7K +57 +28%
Citigroup
65
Citigroup
New York
$5K – – –
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$4K – – –
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$3.15K +$3.26K +109 New
MFS
68
MSI Financial Services
Massachusetts
$3K -$97.7K -3,271 -96%
Wells Fargo
69
Wells Fargo
California
$3K – – –
SEI Investments
70
SEI Investments
Pennsylvania
$3K +$2.87K +96 +4,800%
GWM
71
Geneos Wealth Management
Colorado
$2K – – –
WAM
72
Westport Asset Management
Connecticut
$2K +$1.79K +60 New
CG
73
Cutler Group
California
$1K -$1.49K -50 -45%
First Manhattan
74
First Manhattan
New York
$1K – – –
MRCM
75
M&R Capital Management
New Jersey
$1K – – –
1 2
3
4

LEE Hedge Fund Activity: Q4 2016 in Review

79 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q4 2016, worth a combined $56.3M — down 16% from $66.6M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LEE positions and 10 closed out — a net gain of 8 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $2.64M. The largest seller was Silver Point Capital, cutting an estimated $908K.

  • 79 institutional investors held Lee Enterprises (LEE) as of Q4 2016, up from 74 in Q3 2016.
  • Funds reported $56.3M of Lee Enterprises stock for Q4 2016, down 16% quarter-over-quarter.
  • 18 funds opened new Lee Enterprises positions in Q4 2016 and 10 closed out, a net change of +8 holders.
  • The largest Lee Enterprises buyer in Q4 2016 was Acadian Asset Management, an estimated $2.64M added.
  • The largest Lee Enterprises seller in Q4 2016 was Silver Point Capital, an estimated $908K sold.

Based on aggregated 13F filings for Q4 2016.