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Lee Enterprises

82 hedge funds and large institutions have $93.8M invested in Lee Enterprises in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more capital invested

Capital invested by funds: $90.4M → $93.8M (+$3.33M)

0.08% less ownership

Funds ownership: 5.25%5.16% (-0.08%)

10% less funds holding

Funds holding: 9182 (-9)

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
82
Holders Change
-9
Holders Change %
-9.89%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
19
Reduced
29
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$3K -$2.23K -71 -44%
FCCM
77
First City Capital Management
Georgia
$1.67K
First Manhattan
78
First Manhattan
New York
$1K
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$1K
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1 -$126K -3,995 -99%
ZC
81
Zelman Capital
Ohio
-$4.59M -144,653 Closed
JIR
82
James Investment Research
Ohio
-$589K -18,578 Closed
TA
83
Teachers Advisors
New York
-$344K -10,846 Closed
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
-$313K -9,889 Closed
Charles Schwab
85
Charles Schwab
California
-$250K -7,860 Closed
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
-$216K -6,815 Closed
GMIM
87
General Motors Investment Management
New York
-$200K -6,303 Closed
VOYA Investment Management
88
VOYA Investment Management
Georgia
-$143K -4,522 Closed
NFA
89
Nationwide Fund Advisors
Ohio
-$124K -3,924 Closed
AIG
90
American International Group
New York
-$107K -3,370 Closed
SO
91
STRS Ohio
Ohio
-$68.6K -2,182 Closed
GC
92
Guggenheim Capital
Illinois
-$52K -1,658 Closed
PCM
93
Prelude Capital Management
New York
-$52K -1,640 Closed
MGIA
94
Moneta Group Investment Advisors
Missouri
-$51K -1,600 Closed
Principal Financial Group
95
Principal Financial Group
Iowa
-$47K -1,473 Closed
ProShare Advisors
96
ProShare Advisors
Maryland
-$33K -1,036 Closed
DCLA
97
Douglas C. Lane & Associates
New York
-$32K -1,000 Closed
Legal & General Group
98
Legal & General Group
United Kingdom
-$31K -980 Closed
BlackRock
99
BlackRock
New York
-$5K -146 Closed
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
-$3.87K -122 Closed

LEE Hedge Fund Activity: Q2 2015 in Review

82 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q2 2015, worth a combined $93.8M — up 3.7% from $90.4M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of LEE and 14 opened new positions — a net loss of 9 holders — while 29 trimmed existing stakes and 19 added.

The largest buyer was Franklin Resources, adding an estimated $9.23M. The largest seller was Zelman Capital, exiting entirely with an estimated $4.59M sold.

  • 82 institutional investors held Lee Enterprises (LEE) as of Q2 2015, down from 91 in Q1 2015.
  • Funds reported $93.8M of Lee Enterprises stock for Q2 2015, up 3.7% quarter-over-quarter.
  • 14 funds opened new Lee Enterprises positions in Q2 2015 and 23 closed out, a net change of -9 holders.
  • The largest Lee Enterprises buyer in Q2 2015 was Franklin Resources, an estimated $9.23M added.
  • The largest Lee Enterprises seller in Q2 2015 was Zelman Capital, an estimated $4.59M sold.

Based on aggregated 13F filings for Q2 2015.