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Lee Enterprises

79 hedge funds and large institutions have $27.9M invested in Lee Enterprises in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% more ownership

Funds ownership: 4.54%4.89% (+0.35%)

16% less funds holding

Funds holding: 9479 (-15)

25% less capital invested

Capital invested by funds: $37.1M → $27.9M (-$9.19M)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

41% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 29

92% less call options, than puts

Call options by funds: $11K | Put options by funds: $145K

Holders
79
Holders Change
-15
Holders Change %
-15.96%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
19
Reduced
27
Closed
29
Calls
$11K
Puts
$145K
Net Calls
-$134K
Net Calls Change
-$134K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
51
Alambic Investment Management
California
$21K -$15.8K -1,110 -34%
DAM
52
Delta Asset Management
Tennessee
$21K -$2.14K -150 -7%
Deutsche Bank
53
Deutsche Bank
Germany
$21K -$1.54K -108 -5%
Millennium Management
54
Millennium Management
New York
$20K -$985 -69 -3%
Victory Capital Management
55
Victory Capital Management
Texas
$20K +$28.7K +2,014 New
Group One Trading
56
Group One Trading
Illinois
$18K +$25.6K +1,796 New
Barclays
57
Barclays
United Kingdom
$17K -$52.9K -3,707 -68%
Creative Planning
58
Creative Planning
Kansas
$17K -$2.85K -200 -11%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$16.2K +$5.28K +370 +29%
QOP
60
Quinn Opportunity Partners
Virginia
$16K -$300K -21,035 -93%
CDH
61
Charles D. Hyman
$15K
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$15K +$21.5K +1,509 New
MAM
63
Meeder Asset Management
Ohio
$14K -$3.15K -221 -14%
DSC
64
Duncker Streett & Co
Missouri
$13K
LKIM
65
Lawson Kroeker Investment Management
Nebraska
$13K
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$13K +$3.74K +262 +24%
Walleye Capital
67
Walleye Capital
New York
$13K +$18.7K +1,307 New
MSL
68
Mackay Shields LLC
New York
$12K -$167K -11,720 -90%
Simplex Trading
69
Simplex Trading
Illinois
$12K +$18K +1,258 New
Bank of America
70
Bank of America
North Carolina
$10K +$4.98K +349 +53%
IRC
71
Investors Research Corp
Georgia
$9K -$1.14K -80 -8%
Legal & General Group
72
Legal & General Group
United Kingdom
$8K -$1.13K -79 -9%
Osaic Holdings
73
Osaic Holdings
Arizona
$6K +$9.45K +662 New
AIP
74
Ameritas Investment Partners
Nebraska
$5K
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$3K -$67.6K -4,740 -95%

LEE Hedge Fund Activity: Q1 2020 in Review

79 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q1 2020, worth a combined $27.9M — down 25% from $37.1M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of LEE and 17 opened new positions — a net loss of 12 holders — while 27 trimmed existing stakes and 19 added.

The largest buyer was Alden Global Capital, opening a new position worth an estimated $5.1M. The largest seller was Morgan Stanley, cutting an estimated $1.84M.

  • 79 institutional investors held Lee Enterprises (LEE) as of Q1 2020, down from 94 in Q4 2019.
  • Funds reported $27.9M of Lee Enterprises stock for Q1 2020, down 25% quarter-over-quarter.
  • 17 funds opened new Lee Enterprises positions in Q1 2020 and 29 closed out, a net change of -12 holders.
  • The largest Lee Enterprises buyer in Q1 2020 was Alden Global Capital, an estimated $5.1M added.
  • The largest Lee Enterprises seller in Q1 2020 was Morgan Stanley, an estimated $1.84M sold.

Based on aggregated 13F filings for Q1 2020.