Lee Enterprises
LEE
91 hedge funds and large institutions have $90.6M invested in Lee Enterprises in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
5% more funds holding
Funds holding: 87 → 91 (+4)
0.22% more ownership
Funds ownership: 5.02% → 5.25% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less capital invested
Capital invested by funds: $99.2M → $90.6M (-$8.6M)
26% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$3.47M |
| 2 |
JP Morgan Chase
New York
|
+$3.46M |
| 3 |
WIM
Wingspan Investment Management
New York
|
+$1.56M |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$1.28M |
| 5 |
KACA
Kayne Anderson Capital Advisors
Los Angeles,
California
|
+$308K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$1.46M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$710K |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
-$699K |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$505K |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$482K |
LEE Hedge Fund Activity: Q1 2015 in Review
91 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q1 2015, worth a combined $90.6M — down 8.7% from $99.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new LEE positions and 6 closed out — a net gain of 4 holders — while 20 added to existing stakes and 27 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $3.47M. The largest seller was Ancora Advisors, exiting entirely with an estimated $1.46M sold.
- 91 institutional investors held Lee Enterprises (LEE) as of Q1 2015, up from 87 in Q4 2014.
- Funds reported $90.6M of Lee Enterprises stock for Q1 2015, down 8.7% quarter-over-quarter.
- 10 funds opened new Lee Enterprises positions in Q1 2015 and 6 closed out, a net change of +4 holders.
- The largest Lee Enterprises buyer in Q1 2015 was Franklin Resources, an estimated $3.47M added.
- The largest Lee Enterprises seller in Q1 2015 was Ancora Advisors, an estimated $1.46M sold.
Based on aggregated 13F filings for Q1 2015.