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Lee Enterprises

81 hedge funds and large institutions have $45.7M invested in Lee Enterprises in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

17% more funds holding

Funds holding: 6981 (+12)

15% more capital invested

Capital invested by funds: $39.7M → $45.7M (+$5.99M)

0.25% more ownership

Funds ownership: 3.18%3.43% (+0.25%)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

99% less call options, than puts

Call options by funds: $9K | Put options by funds: $719K

Holders
81
Holders Change
+12
Holders Change %
+17.39%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
17
Reduced
23
Closed
5
Calls
$9K
Puts
$719K
Net Calls
-$710K
Net Calls Change
-$259K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.4K
DSC
52
Duncker Streett & Co
Missouri
$45K
SG Americas Securities
53
SG Americas Securities
New York
$42K +$23 +1 +0.1%
Creative Planning
54
Creative Planning
Kansas
$40K
MA
55
Marshwinds Advisory
Georgia
$39K -$1.41K -60 -3%
Wolverine Trading
56
Wolverine Trading
Illinois
$38K +$5.6K +239 +18%
GC
57
Guggenheim Capital
Illinois
$36K -$4.45K -190 -11%
OSAM
58
O'Shaughnessy Asset Management
Connecticut
$32K -$31.9K -1,361 -50%
LKIM
59
Lawson Kroeker Investment Management
Nebraska
$30K
IRC
60
Investors Research Corp
Georgia
$26K +$26K +1,110 New
DIA
61
Denver Investment Advisors
Colorado
$24K
Bank of America
62
Bank of America
North Carolina
$15K -$23.4K -1,000 -62%
SEI Investments
63
SEI Investments
Pennsylvania
$13K +$3.4K +145 +37%
PCM
64
Prelude Capital Management
New York
$11K +$11K +470 New
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K +$7.57K +323 +633%
Simplex Trading
66
Simplex Trading
Illinois
$9K +$9.96K +425 New
UBS Group
67
UBS Group
Switzerland
$7K -$11.6K -493 -61%
Federated Hermes
68
Federated Hermes
Pennsylvania
$6K
TRCT
69
Tower Research Capital (TRC)
New York
$5K -$4.53K -193 -48%
CG
70
Cutler Group
California
$3K +$234 +10 +8%
DA
71
Denali Advisors
California
$2K
GWM
72
Geneos Wealth Management
Colorado
$2K
Barclays
73
Barclays
United Kingdom
$2K +$2.34K +100 New
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$1.59K -$3.73K -159 -70%
Citigroup
75
Citigroup
New York
$1K -$283K -12,080 -100%

LEE Hedge Fund Activity: Q4 2017 in Review

81 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q4 2017, worth a combined $45.7M — up 15% from $39.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LEE positions and 5 closed out — a net gain of 12 holders — while 17 added to existing stakes and 23 trimmed.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $3.08M. The largest seller was McKinley Capital Management, exiting entirely with an estimated $922K sold.

  • 81 institutional investors held Lee Enterprises (LEE) as of Q4 2017, up from 69 in Q3 2017.
  • Funds reported $45.7M of Lee Enterprises stock for Q4 2017, up 15% quarter-over-quarter.
  • 17 funds opened new Lee Enterprises positions in Q4 2017 and 5 closed out, a net change of +12 holders.
  • The largest Lee Enterprises buyer in Q4 2017 was Russell Investments Group, an estimated $3.08M added.
  • The largest Lee Enterprises seller in Q4 2017 was McKinley Capital Management, an estimated $922K sold.

Based on aggregated 13F filings for Q4 2017.