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Lee Enterprises

60 hedge funds and large institutions have $21M invested in Lee Enterprises in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.31% less ownership

Funds ownership: 4.6%4.29% (-0.31%)

14% less funds holding

Funds holding: 7060 (-10)

19% less capital invested

Capital invested by funds: $26M → $21M (-$5.03M)

70% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 23

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

Holders
60
Holders Change
-10
Holders Change %
-14.29%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
7
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cannell Capital
Wyoming
$3.83M
AGC
2
Alden Global Capital
Florida
$3.44M
SCM
3
Solas Capital Management
Connecticut
$2.39M +$486K +54,200 +24%
Franklin Resources
4
Franklin Resources
California
$1.99M
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.86M -$19.6K -2,190 -1%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$1.02M +$38.8K +4,325 +4%
SGAM
7
Seaport Global Asset Management
New York
$983K +$1.05M +117,199 New
ETM
8
Euclidean Technologies Management
Washington
$700K -$37.3K -4,160 -5%
CLG
9
Cooperman Leon G
$670K -$50.1K -5,590 -7%
BlackRock
10
BlackRock
New York
$405K -$1.56K -174 -0.4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$378K -$735 -82 -0.2%
NSIM
12
North Star Investment Management
Illinois
$372K -$858K -95,611 -68%
Goldman Sachs
13
Goldman Sachs
New York
$321K -$307K -34,273 -47%
BCM
14
Bridgeway Capital Management
Texas
$296K
PI
15
PEAK6 Investments
Illinois
$210K +$90 +10 +0%
WG
16
Winton Group
United Kingdom
$192K -$59.1K -6,584 -22%
Squarepoint
17
Squarepoint
New York
$176K +$114K +12,656 +152%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$160K
Morgan Stanley
19
Morgan Stanley
New York
$158K -$53.1K -5,926 -24%
RC
20
RBF Capital
California
$142K -$158K -17,650 -51%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$135K -$973K -108,468 -87%
WIM
22
Wittenberg Investment Management
Massachusetts
$112K +$8.27K +922 +7%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$107K -$61.2K -6,819 -35%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$95K -$168K -18,749 -62%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$92K

LEE Hedge Fund Activity: Q3 2020 in Review

60 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q3 2020, worth a combined $21M — down 19% from $26M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of LEE and 4 opened new positions — a net loss of 10 holders — while 23 trimmed existing stakes and 7 added.

The largest buyer was Solas Capital Management, adding an estimated $486K. The largest seller was Russell Investments Group, cutting an estimated $973K.

  • 60 institutional investors held Lee Enterprises (LEE) as of Q3 2020, down from 70 in Q2 2020.
  • Funds reported $21M of Lee Enterprises stock for Q3 2020, down 19% quarter-over-quarter.
  • 4 funds opened new Lee Enterprises positions in Q3 2020 and 14 closed out, a net change of -10 holders.
  • The largest Lee Enterprises buyer in Q3 2020 was Solas Capital Management, an estimated $486K added.
  • The largest Lee Enterprises seller in Q3 2020 was Russell Investments Group, an estimated $973K sold.

Based on aggregated 13F filings for Q3 2020.