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Lee Enterprises
LEE

43 hedge funds and large institutions have $51.9M invested in Lee Enterprises in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more capital invested

Capital invested by funds: $28.9M → $51.9M (+$23M)

30.43% more ownership

Funds ownership: 3.93% → 34.36% (+30%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less call options, than puts

Call options by funds: $3.96M | Put options by funds: $4.09M

25% less funds holding

Funds holding: 57 → 43 (-14)

67% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 21

Holders
43
Holders Change
-14
Holders Change %
-24.56%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
15
Reduced
14
Closed
21
Calls
$3.96M
Puts
$4.09M
Net Calls
-$122K
Net Calls Change
-$122K

Top Buyers

1
ER
EVR Research
Virginia
+$3.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.47M
3
Goldman Sachs
Goldman Sachs
New York
+$2.27M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$825K
5
CC
Cannell Capital
Wyoming
+$331K

Top Sellers

1
AGC
Alden Global Capital
Florida
-$5.17M
2
SCM
Solas Capital Management
Connecticut
-$2.79M
3
Franklin Resources
Franklin Resources
California
-$1.46M
4
ETM
Euclidean Technologies Management
Washington
-$408K
5
PI
PEAK6 Investments
Illinois
-$315K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1
Cannell Capital
Wyoming
$13.5M +$331K +16,591 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.93M +$178K +8,892 +4%
ER
3
EVR Research
Virginia
$4.11M +$3.2M +160,000 New
Goldman Sachs
4
Goldman Sachs
New York
$3.9M +$2.27M +113,647 +297%
SCM
5
Solas Capital Management
Connecticut
$3.73M -$2.79M -139,501 -49%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$3.49M +$182K +9,113 +7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$3.17M +$2.47M +123,555 New
SGAM
8
Seaport Global Asset Management
New York
$2.93M -$106K -5,286 -4%
ETM
9
Euclidean Technologies Management
Washington
$1.62M -$408K -20,400 -24%
BlackRock
10
BlackRock
New York
$1.25M +$5.37K +269 +0.6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.08M -$63.2K -3,164 -7%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$1.06M +$825K +41,298 New
NSIM
13
North Star Investment Management
Illinois
$979K – – –
BCM
14
Bridgeway Capital Management
Texas
$803K +$69.9K +3,500 +13%
QOP
15
Quinn Opportunity Partners
Virginia
$668K +$123K +6,159 +31%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$415K -$20 -1 -0%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$377K -$10.5K -527 -3%
Morgan Stanley
18
Morgan Stanley
New York
$373K -$49.7K -2,488 -15%
Renaissance Technologies
19
Renaissance Technologies
New York
$352K -$217K -10,878 -44%
Northern Trust
20
Northern Trust
Illinois
$301K +$13.6K +680 +6%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$282K – – –
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$262K +$200K +10,021 +5,860%
Two Sigma Investments
23
Two Sigma Investments
New York
$260K +$202K +10,109 New
WIM
24
Wittenberg Investment Management
Massachusetts
$250K -$85.3K -4,271 -31%
JP Morgan Chase
25
JP Morgan Chase
New York
$167K +$20.5K +1,025 +19%
1
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LEE Hedge Fund Activity: Q1 2021 in Review

43 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q1 2021, worth a combined $51.9M — up 80% from $28.9M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of LEE and 7 opened new positions — a net loss of 14 holders — while 14 trimmed existing stakes and 15 added.

The largest buyer was EVR Research, opening a new position worth an estimated $3.2M. The largest seller was Alden Global Capital, exiting entirely with an estimated $5.17M sold.

  • 43 institutional investors held Lee Enterprises (LEE) as of Q1 2021, down from 57 in Q4 2020.
  • Funds reported $51.9M of Lee Enterprises stock for Q1 2021, up 80% quarter-over-quarter.
  • 7 funds opened new Lee Enterprises positions in Q1 2021 and 21 closed out, a net change of -14 holders.
  • The largest Lee Enterprises buyer in Q1 2021 was EVR Research, an estimated $3.2M added.
  • The largest Lee Enterprises seller in Q1 2021 was Alden Global Capital, an estimated $5.17M sold.

Based on aggregated 13F filings for Q1 2021.