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Lee Enterprises

40 hedge funds and large institutions have $43.2M invested in Lee Enterprises in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.23% less ownership

Funds ownership: 35.61%32.38% (-3.2%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

17% less funds holding

Funds holding: 4840 (-8)

27% less capital invested

Capital invested by funds: $59.3M → $43.2M (-$16.1M)

89% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 9

Holders
40
Holders Change
-8
Holders Change %
-16.67%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
12
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cannell Capital
Wyoming
$10.9M -$2.65M -104,414 -18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.39M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.86M +$1.74M +68,500 +47%
SCM
4
Solas Capital Management
Connecticut
$3.56M
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$3.17M +$137K +5,402 +4%
SGAM
6
Seaport Global Asset Management
New York
$2.43M +$99.1K +3,906 +4%
ER
7
EVR Research
Virginia
$1.73M -$2.53M -99,600 -57%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.3M -$6.24K -246 -0.4%
BlackRock
9
BlackRock
New York
$1.28M +$380 +15 +0%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$966K +$122K +4,818 +13%
NSIM
11
North Star Investment Management
Illinois
$829K
ETM
12
Euclidean Technologies Management
Washington
$759K -$494K -19,466 -37%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$594K +$61.6K +2,429 +10%
BCM
14
Bridgeway Capital Management
Texas
$588K -$216K -8,500 -25%
QOP
15
Quinn Opportunity Partners
Virginia
$583K
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$575K +$245K +9,650 +61%
Renaissance Technologies
17
Renaissance Technologies
New York
$522K +$55.8K +2,200 +11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$390K +$64.7K +2,552 +17%
Morgan Stanley
19
Morgan Stanley
New York
$376K -$284K -11,181 -40%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$365K
State Street
21
State Street
Massachusetts
$344K
Goldman Sachs
22
Goldman Sachs
New York
$306K -$274K -10,782 -44%
WIM
23
Wittenberg Investment Management
Massachusetts
$271K +$57.3K +2,259 +23%
Northern Trust
24
Northern Trust
Illinois
$249K -$17.9K -705 -6%
TA
25
Teton Advisors
New York
$204K +$228K +9,000 New

LEE Hedge Fund Activity: Q3 2021 in Review

40 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q3 2021, worth a combined $43.2M — down 27% from $59.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of LEE and 1 opened new positions — a net loss of 8 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Fidelity Investments, adding an estimated $1.74M. The largest seller was Cannell Capital, cutting an estimated $2.65M.

  • 40 institutional investors held Lee Enterprises (LEE) as of Q3 2021, down from 48 in Q2 2021.
  • Funds reported $43.2M of Lee Enterprises stock for Q3 2021, down 27% quarter-over-quarter.
  • 1 fund opened new Lee Enterprises positions in Q3 2021 and 9 closed out, a net change of -8 holders.
  • The largest Lee Enterprises buyer in Q3 2021 was Fidelity Investments, an estimated $1.74M added.
  • The largest Lee Enterprises seller in Q3 2021 was Cannell Capital, an estimated $2.65M sold.

Based on aggregated 13F filings for Q3 2021.