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Lee Enterprises

57 hedge funds and large institutions have $28.9M invested in Lee Enterprises in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $21M → $28.9M (+$7.94M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.35% less ownership

Funds ownership: 4.29%3.93% (-0.35%)

5% less funds holding

Funds holding: 6057 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

67% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 18

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
6
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cannell Capital
Wyoming
$6.4M +$510K +51,563 +11%
AGC
2
Alden Global Capital
Florida
$5.17M
SCM
3
Solas Capital Management
Connecticut
$3.59M
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.8M -$227 -23 -0%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$1.6M +$53.4K +5,406 +4%
SGAM
6
Seaport Global Asset Management
New York
$1.5M +$20.3K +2,052 +2%
Franklin Resources
7
Franklin Resources
California
$1.46M -$1.2M -121,239 -51%
ETM
8
Euclidean Technologies Management
Washington
$1.05M
BlackRock
9
BlackRock
New York
$611K +$1.51K +153 +0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$568K
Goldman Sachs
11
Goldman Sachs
New York
$482K -$178 -18 -0%
NSIM
12
North Star Investment Management
Illinois
$480K -$62.3K -6,300 -14%
BCM
13
Bridgeway Capital Management
Texas
$350K -$74.1K -7,500 -21%
PI
14
PEAK6 Investments
Illinois
$315K
Renaissance Technologies
15
Renaissance Technologies
New York
$310K +$243K +24,598 New
QOP
16
Quinn Opportunity Partners
Virginia
$250K +$196K +19,825 New
Morgan Stanley
17
Morgan Stanley
New York
$215K -$18.1K -1,832 -10%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$203K
Squarepoint
19
Squarepoint
New York
$192K -$56.9K -5,757 -27%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$191K -$37.6K -3,800 -20%
WIM
21
Wittenberg Investment Management
Massachusetts
$176K +$6.85K +693 +5%
Northern Trust
22
Northern Trust
Illinois
$139K +$1.92K +194 +2%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$138K
VF
24
Virtu Financial
New York
$81K +$63.8K +6,459 New
JP Morgan Chase
25
JP Morgan Chase
New York
$69K -$54.4K -5,501 -50%

LEE Hedge Fund Activity: Q4 2020 in Review

57 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q4 2020, worth a combined $28.9M — up 38% from $21M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of LEE and 8 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 6 added.

The largest buyer was Cannell Capital, adding an estimated $510K. The largest seller was Franklin Resources, cutting an estimated $1.2M.

  • 57 institutional investors held Lee Enterprises (LEE) as of Q4 2020, down from 60 in Q3 2020.
  • Funds reported $28.9M of Lee Enterprises stock for Q4 2020, up 38% quarter-over-quarter.
  • 8 funds opened new Lee Enterprises positions in Q4 2020 and 11 closed out, a net change of -3 holders.
  • The largest Lee Enterprises buyer in Q4 2020 was Cannell Capital, an estimated $510K added.
  • The largest Lee Enterprises seller in Q4 2020 was Franklin Resources, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2020.