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Lee Enterprises
LEE

81 hedge funds and large institutions have $50M invested in Lee Enterprises in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

3% more funds holding

Funds holding: 79 → 81 (+2)

0.09% less ownership

Funds ownership: 3.49% → 3.4% (-0.09%)

11% less capital invested

Capital invested by funds: $56.3M → $50M (-$6.24M)

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$673K
2
Millennium Management
Millennium Management
New York
+$558K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$379K
4
NSIM
North Star Investment Management
Illinois
+$270K
5
Morgan Stanley
Morgan Stanley
New York
+$252K

Top Sellers

1
SPC
Silver Point Capital
Connecticut
-$1.9M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$333K
3
BCM
Bridgeway Capital Management
Texas
-$174K
4
Jane Street
Jane Street
New York
-$137K
5
Walleye Trading
Walleye Trading
New York
-$133K
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$12.5M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.06M +$62.8K +2,206 +1%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$5.01M – – –
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$3.37M -$333K -11,715 -8%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$3.25M +$6.52K +229 +0.2%
NSIM
6
North Star Investment Management
Illinois
$2.29M +$270K +9,500 +12%
AG
7
Algert Global
California
$1.96M +$171K +6,013 +9%
BCM
8
Bridgeway Capital Management
Texas
$1.6M -$174K -6,100 -9%
QOP
9
Quinn Opportunity Partners
Virginia
$1.45M -$57.2K -2,010 -3%
Morgan Stanley
10
Morgan Stanley
New York
$1.19M +$252K +8,868 +24%
MCM
11
McKinley Capital Management
Alaska
$1.07M +$512 +18 +0%
GCP
12
GSA Capital Partners
United Kingdom
$981K +$52.9K +1,860 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$914K +$37.4K +1,314 +4%
OAM
14
Oxford Asset Management
United Kingdom
$814K -$101K -3,552 -10%
Goldman Sachs
15
Goldman Sachs
New York
$720K -$16.7K -586 -2%
Millennium Management
16
Millennium Management
New York
$616K +$558K +19,613 +480%
BlackRock
17
BlackRock
New York
$614K +$673K +23,645 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$587K +$598 +21 +0.1%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$520K +$117K +4,120 +26%
AIM
20
Alambic Investment Management
California
$514K -$36.5K -1,282 -6%
SPC
21
Silver Point Capital
Connecticut
$495K -$1.9M -66,900 -78%
GCM
22
Graham Capital Management
Connecticut
$393K – – –
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$346K +$379K +13,305 New
JP Morgan Chase
24
JP Morgan Chase
New York
$286K – – –
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$269K – – –
1
2 3 4

LEE Hedge Fund Activity: Q1 2017 in Review

81 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q1 2017, worth a combined $50M — down 11% from $56.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LEE positions and 7 closed out — a net gain of 7 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $673K. The largest seller was Silver Point Capital, cutting an estimated $1.9M.

  • 81 institutional investors held Lee Enterprises (LEE) as of Q1 2017, up from 79 in Q4 2016.
  • Funds reported $50M of Lee Enterprises stock for Q1 2017, down 11% quarter-over-quarter.
  • 14 funds opened new Lee Enterprises positions in Q1 2017 and 7 closed out, a net change of +7 holders.
  • The largest Lee Enterprises buyer in Q1 2017 was BlackRock, an estimated $673K added.
  • The largest Lee Enterprises seller in Q1 2017 was Silver Point Capital, an estimated $1.9M sold.

Based on aggregated 13F filings for Q1 2017.