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Lee Enterprises

70 hedge funds and large institutions have $26M invested in Lee Enterprises in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.29% less ownership

Funds ownership: 4.89%4.6% (-0.29%)

7% less capital invested

Capital invested by funds: $27.9M → $26M (-$1.93M)

11% less funds holding

Funds holding: 7970 (-9)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

56% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 25

Holders
70
Holders Change
-9
Holders Change %
-11.39%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
11
Reduced
25
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cannell Capital
Wyoming
$4.47M -$367K -38,359 -8%
AGC
2
Alden Global Capital
Florida
$4.02M +$500K +52,240 +15%
SCM
3
Solas Capital Management
Connecticut
$2.26M +$2.09M +218,961 +1,882%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.2M -$121K -12,618 -5%
Franklin Resources
5
Franklin Resources
California
$2.15M -$1.48K -155 -0.1%
NSIM
6
North Star Investment Management
Illinois
$1.37M -$69.2K -7,239 -5%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$1.22M +$1.19M +124,633 New
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$1.15M +$51.7K +5,409 +5%
ETM
9
Euclidean Technologies Management
Washington
$858K
CLG
10
Cooperman Leon G
$838K
Goldman Sachs
11
Goldman Sachs
New York
$711K +$349K +36,500 +101%
BlackRock
12
BlackRock
New York
$476K -$2.61M -273,171 -85%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$443K -$339K -35,418 -44%
BCM
14
Bridgeway Capital Management
Texas
$345K +$95.6K +10,000 +40%
RC
15
RBF Capital
California
$338K +$330K +34,527 New
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$295K -$343K -35,832 -54%
WG
17
Winton Group
United Kingdom
$289K +$73.8K +7,720 +36%
PI
18
PEAK6 Investments
Illinois
$245K +$95.9K +10,028 +67%
Morgan Stanley
19
Morgan Stanley
New York
$242K -$58.2K -6,081 -20%
Jane Street
20
Jane Street
New York
$203K +$198K +20,744 New
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$191K -$20.7K -2,161 -10%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$186K -$145K -15,130 -44%
WIM
23
Wittenberg Investment Management
Massachusetts
$121K +$118K +12,370 New
JP Morgan Chase
24
JP Morgan Chase
New York
$108K -$16.4K -1,710 -13%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$107K

LEE Hedge Fund Activity: Q2 2020 in Review

70 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q2 2020, worth a combined $26M — down 6.9% from $27.9M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of LEE and 14 opened new positions — a net loss of 9 holders — while 25 trimmed existing stakes and 11 added.

The largest buyer was Solas Capital Management, adding an estimated $2.09M. The largest seller was BlackRock, cutting an estimated $2.61M.

  • 70 institutional investors held Lee Enterprises (LEE) as of Q2 2020, down from 79 in Q1 2020.
  • Funds reported $26M of Lee Enterprises stock for Q2 2020, down 6.9% quarter-over-quarter.
  • 14 funds opened new Lee Enterprises positions in Q2 2020 and 23 closed out, a net change of -9 holders.
  • The largest Lee Enterprises buyer in Q2 2020 was Solas Capital Management, an estimated $2.09M added.
  • The largest Lee Enterprises seller in Q2 2020 was BlackRock, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2020.