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Lee Enterprises
LEE

98 hedge funds and large institutions have $101M invested in Lee Enterprises in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more call options, than puts

Call options by funds: $711K | Put options by funds: $148K

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

17% more funds holding

Funds holding: 84 → 98 (+14)

13% more capital invested

Capital invested by funds: $89.4M → $101M (+$11.5M)

0.49% more ownership

Funds ownership: 3.74% → 4.23% (+0.49%)

Holders
98
Holders Change
+14
Holders Change %
+16.67%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
29
Reduced
24
Closed
14
Calls
$711K
Puts
$148K
Net Calls
+$563K
Net Calls Change
-$57K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$5M
2
SPC
Silver Point Capital
Connecticut
+$3.82M
3
BIT
BlackRock Institutional Trust
California
+$2.25M
4
State Street
State Street
Massachusetts
+$1.98M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
LCM
Lonestar Capital Management
California
-$4.39M
2
AP
Alydar Partners
Massachusetts
-$2.65M
3
EWP
Edmunds White Partners
Virginia
-$1.05M
4
TC
TFS Capital
Pennsylvania
-$892K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$719K
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
76
PEAK6 Group
Illinois
$63K -$293K -7,009 -83%
LKIM
77
Lawson Kroeker Investment Management
Nebraska
$57K – – –
ARTA
78
A.R.T. Advisors
New York
$55K +$5.86K +140 +13%
CCMH
79
Cornerstone Capital Management Holdings
New York
$55K +$52.3K +1,250 New
CSS
80
Cubist Systematic Strategies
Connecticut
$47K +$44.6K +1,066 New
DCLA
81
Douglas C. Lane & Associates
New York
$45K -$20.9K -500 -33%
RC
82
RBF Capital
California
$45K – – –
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$24K +$22.6K +540 New
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$21K -$5.65K -135 -23%
VFA
85
Virtus Fund Advisers
Connecticut
$20K +$19.1K +457 New
LWCFA
86
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
U
87
UBS
Switzerland
$10K -$571K -13,642 -98%
Ameriprise
88
Ameriprise
Minnesota
$9K – – –
Federated Hermes
89
Federated Hermes
Pennsylvania
$7K +$7.03K +168 New
BlackRock
90
BlackRock
New York
$6K +$5.9K +141 +2,820%
Barclays
91
Barclays
United Kingdom
$5K +$4.94K +118 New
BRWA
92
B. Riley Wealth Advisors
Florida
$2.67K +$2.51K +60 New
First Manhattan
93
First Manhattan
New York
$2K – – –
Citigroup
94
Citigroup
New York
$2K +$1.88K +45 New
Deutsche Bank
95
Deutsche Bank
Germany
$1K -$34.6K -826 -96%
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$1K – – –
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$801 – – –
AP
98
Alydar Partners
Massachusetts
– -$2.65M -59,379 Closed
EWP
99
Edmunds White Partners
Virginia
– -$1.05M -23,488 Closed
J
100
JWest
Indiana
– -$694K -14,980 Closed
1 2 3
4
5

LEE Hedge Fund Activity: Q2 2014 in Review

98 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q2 2014, worth a combined $101M — up 13% from $89.4M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LEE positions and 14 closed out — a net gain of 14 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $5M. The largest seller was Lonestar Capital Management, cutting an estimated $4.39M.

  • 98 institutional investors held Lee Enterprises (LEE) as of Q2 2014, up from 84 in Q1 2014.
  • Funds reported $101M of Lee Enterprises stock for Q2 2014, up 13% quarter-over-quarter.
  • 28 funds opened new Lee Enterprises positions in Q2 2014 and 14 closed out, a net change of +14 holders.
  • The largest Lee Enterprises buyer in Q2 2014 was BlackRock Fund Advisors, an estimated $5M added.
  • The largest Lee Enterprises seller in Q2 2014 was Lonestar Capital Management, an estimated $4.39M sold.

Based on aggregated 13F filings for Q2 2014.