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Lee Enterprises

94 hedge funds and large institutions have $37.1M invested in Lee Enterprises in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0.07% less ownership

Funds ownership: 4.61%4.54% (-0.07%)

3% less funds holding

Funds holding: 9794 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

32% less capital invested

Capital invested by funds: $54.4M → $37.1M (-$17.2M)

Holders
94
Holders Change
-3
Holders Change %
-3.09%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
29
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cannell Capital
Wyoming
$6.5M
Franklin Resources
2
Franklin Resources
California
$4.61M +$1.2K +67 +0%
BlackRock
3
BlackRock
New York
$4.5M -$2.52K -141 -0%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.87M +$14.1K +793 +0.4%
Morgan Stanley
5
Morgan Stanley
New York
$2.27M -$362K -20,308 -11%
NSIM
6
North Star Investment Management
Illinois
$1.68M +$320K +17,970 +18%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$1.67M +$1.41K +79 +0.1%
ETM
8
Euclidean Technologies Management
Washington
$1.24M -$17.8K -1,000 -1%
State Street
9
State Street
Massachusetts
$1.13M +$151K +8,471 +12%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.03M -$19.2K -1,078 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$920K +$8.99K +504 +0.8%
Northern Trust
12
Northern Trust
Illinois
$822K +$1.84K +103 +0.2%
PAM
13
Panagora Asset Management
Massachusetts
$703K +$106K +5,960 +14%
Goldman Sachs
14
Goldman Sachs
New York
$499K +$47.5K +2,663 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$484K -$303K -16,989 -33%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$447K
BCM
17
Bridgeway Capital Management
Texas
$407K +$53.5K +3,000 +12%
QOP
18
Quinn Opportunity Partners
Virginia
$322K +$228K +12,768 +129%
SCP
19
Seizert Capital Partners
Michigan
$250K +$150K +8,432 +92%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$225K
Wells Fargo
21
Wells Fargo
California
$223K +$8.35K +468 +3%
SO
22
STRS Ohio
Ohio
$222K
RC
23
RBF Capital
California
$216K -$192K -10,775 -42%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$214K +$4.55K +255 +2%
N
25
Nuveen
North Carolina
$190K

LEE Hedge Fund Activity: Q4 2019 in Review

94 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q4 2019, worth a combined $37.1M — down 32% from $54.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of LEE and 10 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 29 added.

The largest buyer was North Star Investment Management, adding an estimated $320K. The largest seller was Winton Group, cutting an estimated $394K.

  • 94 institutional investors held Lee Enterprises (LEE) as of Q4 2019, down from 97 in Q3 2019.
  • Funds reported $37.1M of Lee Enterprises stock for Q4 2019, down 32% quarter-over-quarter.
  • 10 funds opened new Lee Enterprises positions in Q4 2019 and 13 closed out, a net change of -3 holders.
  • The largest Lee Enterprises buyer in Q4 2019 was North Star Investment Management, an estimated $320K added.
  • The largest Lee Enterprises seller in Q4 2019 was Winton Group, an estimated $394K sold.

Based on aggregated 13F filings for Q4 2019.