Lee Enterprises
LEE
55 hedge funds and large institutions have $67.6M invested in Lee Enterprises in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 8 closing their positions.
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
56% more capital invested
Capital invested by funds: $43.2M → $67.6M (+$24.4M)
38% more funds holding
Funds holding: 40 → 55 (+15)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
0.82% more ownership
Funds ownership: 32.38% → 33.21% (+0.82%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
JCP
JB Capital Partners
Armonk,
New York
|
+$1.02M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
+$986K |
| 3 |
Two Sigma Investments
New York
|
+$860K |
| 4 |
Renaissance Technologies
New York
|
+$805K |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$723K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $2K | -$1.24K | -49 | -49% |
|
52
Osaic Holdings
Scottsdale,
Arizona
| $2K | +$102 | +4 | +8% |
|
|
AWM
53
Accel Wealth Management
Waverly,
Iowa
| $2K | +$1.22K | +48 | New |
|
54
Bank of America
Charlotte,
North Carolina
| $1K | -$42.3K | -1,667 | -98% |
|
|
LC
55
Lindbrook Capital
Calabasas,
California
| $1K | – | – | – |
|
56
Fidelity Investments
Boston,
Massachusetts
| – | -$4.86M | -214,547 | Closed |
|
57
Acadian Asset Management
Boston,
Massachusetts
| – | -$3.17M | -140,421 | Closed |
|
|
ER
58
EVR Research
Richmond,
Virginia
| – | -$1.73M | -76,400 | Closed |
|
59
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$966K | -42,647 | Closed |
|
|
ETM
60
Euclidean Technologies Management
Seattle,
Washington
| – | -$759K | -33,529 | Closed |
|
|
QOP
61
Quinn Opportunity Partners
Charlottesville,
Virginia
| – | -$583K | -25,769 | Closed |
|
|
HIM
62
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$41K | -1,800 | Closed |
|
|
HI
63
Harbour Investments
Madison,
Wisconsin
| – | -$3K | -118 | Closed |
|
LEE Hedge Fund Activity: Q4 2021 in Review
55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q4 2021, worth a combined $67.6M — up 56% from $43.2M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new LEE positions and 8 closed out — a net gain of 16 holders — while 13 added to existing stakes and 12 trimmed.
The largest buyer was JB Capital Partners, opening a new position worth an estimated $1.02M. The largest seller was Fidelity Investments, exiting entirely with an estimated $4.86M sold.
- 55 institutional investors held Lee Enterprises (LEE) as of Q4 2021, up from 40 in Q3 2021.
- Funds reported $67.6M of Lee Enterprises stock for Q4 2021, up 56% quarter-over-quarter.
- 24 funds opened new Lee Enterprises positions in Q4 2021 and 8 closed out, a net change of +16 holders.
- The largest Lee Enterprises buyer in Q4 2021 was JB Capital Partners, an estimated $1.02M added.
- The largest Lee Enterprises seller in Q4 2021 was Fidelity Investments, an estimated $4.86M sold.
Based on aggregated 13F filings for Q4 2021.