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Lee Enterprises
LEE

75 hedge funds and large institutions have $34.3M invested in Lee Enterprises in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% less ownership

Funds ownership: 3.4% → 3.19% (-0.21%)

7% less funds holding

Funds holding: 81 → 75 (-6)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

31% less capital invested

Capital invested by funds: $50M → $34.3M (-$15.7M)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.07M

Holders
75
Holders Change
-6
Holders Change %
-7.41%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
19
Closed
14
Calls
–
Puts
$1.07M
Net Calls
-$1.07M
Net Calls Change
-$1.07M

Top Buyers

Rank Fund Capital Flow
1
NSIM
North Star Investment Management
Illinois
+$415K
2
NCM
Nantahala Capital Management
Connecticut
+$397K
3
PIA
Phoenix Investment Adviser
New York
+$228K
4
Morgan Stanley
Morgan Stanley
New York
+$220K
5
BlackRock
BlackRock
New York
+$209K

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.96M
2
OAM
Oxford Asset Management
United Kingdom
-$499K
3
SPC
Silver Point Capital
Connecticut
-$495K
4
Millennium Management
Millennium Management
New York
-$431K
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$222K
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
51
Oppenheimer Asset Management
New York
$30K +$25.1K +1,120 +245%
LKIM
52
Lawson Kroeker Investment Management
Nebraska
$24K – – –
PPA
53
Parametric Portfolio Associates
Washington
$23K -$1.86K -83 -6%
DIA
54
Denver Investment Advisors
Colorado
$19K – – –
UBS Group
55
UBS Group
Switzerland
$16K +$18.9K +843 +4,215%
TRCT
56
Tower Research Capital (TRC)
New York
$12K +$3.16K +141 +29%
Bank of America
57
Bank of America
North Carolina
$9K -$4.11K -183 -28%
Simplex Trading
58
Simplex Trading
Illinois
$7K +$9.42K +420 New
Federated Hermes
59
Federated Hermes
Pennsylvania
$5K – – –
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$4.32K +$471 +21 +10%
AIM
61
Acrospire Investment Management
Illinois
$4K -$29.6K -1,318 -87%
ST
62
Smithfield Trust
Pennsylvania
$4K – – –
SEI Investments
63
SEI Investments
Pennsylvania
$3K +$292 +13 +8%
Wells Fargo
64
Wells Fargo
California
$3K +$1.39K +62 +60%
DA
65
Denali Advisors
California
$2K – – –
CG
66
Cutler Group
California
$2K +$381 +17 +15%
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$1K -$2.65K -118 -61%
First Manhattan
68
First Manhattan
New York
$1K – – –
GWM
69
Geneos Wealth Management
Colorado
$1K – – –
WAM
70
Westport Asset Management
Connecticut
$1K – – –
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K +$22 +1 +3%
Walleye Trading
72
Walleye Trading
New York
$17 – – –
SPC
73
Silver Point Capital
Connecticut
– -$495K -19,056 Closed
Jacobs Levy Equity Management
74
Jacobs Levy Equity Management
New Jersey
– -$222K -8,554 Closed
Barclays
75
Barclays
United Kingdom
– -$190K -7,311 Closed
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LEE Hedge Fund Activity: Q2 2017 in Review

75 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q2 2017, worth a combined $34.3M — down 31% from $50M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of LEE and 8 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 17 added.

The largest buyer was North Star Investment Management, adding an estimated $415K. The largest seller was Russell Investments Group, cutting an estimated $1.96M.

  • 75 institutional investors held Lee Enterprises (LEE) as of Q2 2017, down from 81 in Q1 2017.
  • Funds reported $34.3M of Lee Enterprises stock for Q2 2017, down 31% quarter-over-quarter.
  • 8 funds opened new Lee Enterprises positions in Q2 2017 and 14 closed out, a net change of -6 holders.
  • The largest Lee Enterprises buyer in Q2 2017 was North Star Investment Management, an estimated $415K added.
  • The largest Lee Enterprises seller in Q2 2017 was Russell Investments Group, an estimated $1.96M sold.

Based on aggregated 13F filings for Q2 2017.