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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
SPC
1
Silver Point Capital
Connecticut
$15M +$3.82M +91,324 +37%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$8.57M – – –
LCM
3
Lonestar Capital Management
California
$7.57M -$4.39M -104,887 -38%
BFA
4
BlackRock Fund Advisors
California
$6.03M +$5M +119,544 +754%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.96M +$365K +8,710 +7%
SFM
6
Systematic Financial Management
New Jersey
$4.11M -$7.12K -170 -0.2%
New York State Common Retirement Fund
7
New York State Common Retirement Fund
New York
$3.6M – – –
JP Morgan Chase
8
JP Morgan Chase
New York
$3.46M +$1.12M +26,660 +52%
Morgan Stanley
9
Morgan Stanley
New York
$2.95M -$158K -3,783 -5%
BCM
10
Bridgeway Capital Management
Texas
$2.65M +$482K +11,511 +24%
BIT
11
BlackRock Institutional Trust
California
$2.49M +$2.25M +53,639 +2,339%
State Street
12
State Street
Massachusetts
$2.27M +$1.98M +47,271 +1,229%
EI
13
EAM Investors
California
$1.95M -$18.7K -446 -1%
SCM
14
Saba Capital Management
New York
$1.89M +$33.6K +802 +2%
NSIM
15
North Star Investment Management
Illinois
$1.66M – – –
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$1.55M +$116K +2,770 +9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.53M +$671K +16,034 +87%
AC
18
Aristeia Capital
Connecticut
$1.51M -$154K -3,677 -10%
AA
19
Ancora Advisors
Ohio
$1.43M -$3.73K -89 -0.3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.37M +$27.2K +650 +2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.34M +$272K +6,505 +27%
BIM
22
Bogle Investment Management
Massachusetts
$1.23M -$207K -4,950 -15%
PPA
23
Parametric Portfolio Associates
Washington
$1.15M +$398K +9,498 +58%
JIR
24
James Investment Research
Ohio
$1.06M +$998K +23,840 New
Goldman Sachs
25
Goldman Sachs
New York
$1.04M +$420K +10,031 +75%
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.