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Lee Enterprises

67 hedge funds and large institutions have $56.3M invested in Lee Enterprises in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

35% more capital invested

Capital invested by funds: $41.9M → $56.3M (+$14.5M)

12% more funds holding

Funds holding: 6067 (+7)

0.03% more ownership

Funds ownership: 3.03%3.05% (+0.03%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $354K

Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
18
Increased
17
Reduced
10
Closed
11
Calls
Puts
$354K
Net Calls
-$354K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Lonestar Capital Management
California
$10.4M +$1.33M +40,500 +16%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$6.68M
TC
3
TFS Capital
Pennsylvania
$4.72M +$2.27M +69,246 +104%
DP
4
Delta Partners
Massachusetts
$4.35M -$3.56M -108,824 -46%
SFM
5
Systematic Financial Management
New Jersey
$3.3M -$33.3K -1,018 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.92M +$85.4K +2,611 +3%
New York State Common Retirement Fund
7
New York State Common Retirement Fund
New York
$2.8M
EWP
8
Edmunds White Partners
Virginia
$2.53M -$179K -5,479 -7%
AP
9
Alydar Partners
Massachusetts
$1.71M +$1.62M +49,379 New
BCM
10
Bridgeway Capital Management
Texas
$1.53M
JP Morgan Chase
11
JP Morgan Chase
New York
$1.5M
NSIM
12
North Star Investment Management
Illinois
$1.29M +$1.22M +37,300 New
Morgan Stanley
13
Morgan Stanley
New York
$1.18M +$820K +25,048 +280%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.03M
AA
15
Ancora Advisors
Ohio
$923K +$639K +19,527 +276%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$649K +$49.3K +1,506 +9%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$555K
Geode Capital Management
18
Geode Capital Management
Massachusetts
$489K
BFA
19
BlackRock Fund Advisors
California
$483K -$131 -4 -0%
PVH
20
Psagot Value Holdings
Israel
$458K +$432K +13,200 New
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$449K +$88.7K +2,711 +26%
Invesco
22
Invesco
Georgia
$438K +$31.6K +967 +8%
Goldman Sachs
23
Goldman Sachs
New York
$422K +$1.9K +58 +0.5%
AQR Capital Management
24
AQR Capital Management
Connecticut
$414K +$186K +5,695 +91%
PCM
25
Prelude Capital Management
New York
$409K +$386K +11,800 New

LEE Hedge Fund Activity: Q4 2013 in Review

67 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q4 2013, worth a combined $56.3M — up 35% from $41.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LEE positions and 11 closed out — a net gain of 7 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was TFS Capital, adding an estimated $2.27M. The largest seller was Delta Partners, cutting an estimated $3.56M.

  • 67 institutional investors held Lee Enterprises (LEE) as of Q4 2013, up from 60 in Q3 2013.
  • Funds reported $56.3M of Lee Enterprises stock for Q4 2013, up 35% quarter-over-quarter.
  • 18 funds opened new Lee Enterprises positions in Q4 2013 and 11 closed out, a net change of +7 holders.
  • The largest Lee Enterprises buyer in Q4 2013 was TFS Capital, an estimated $2.27M added.
  • The largest Lee Enterprises seller in Q4 2013 was Delta Partners, an estimated $3.56M sold.

Based on aggregated 13F filings for Q4 2013.