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Lee Enterprises
LEE

39 hedge funds and large institutions have $31.7M invested in Lee Enterprises in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more funds holding

Funds holding: 39 → 39 (0)

3% less capital invested

Capital invested by funds: $32.8M → $31.7M (-$1.06M)

4.28% less ownership

Funds ownership: 43.62% → 39.35% (-4.3%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
13
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JC
JBF Capital
Colorado
+$625K
2
SCM
Solas Capital Management
Connecticut
+$513K
3
RWA
Redhawk Wealth Advisors
Minnesota
+$283K
4
STA
Summit Trail Advisors
New York
+$158K
5
GI
GAMCO Investors
Connecticut
+$143K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$499K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$198K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$135K
4
TWA
TCI Wealth Advisors
Arizona
-$63.3K
5
BlackRock
BlackRock
New York
-$30.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1
Cannell Capital
Wyoming
$7.96M -$11.6K -919 -0.2%
PP
2
Praetorian PR
Puerto Rico
$4.72M – – –
SCM
3
Solas Capital Management
Connecticut
$4.1M +$513K +40,598 +15%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.1M – – –
JC
5
JBF Capital
Colorado
$2.36M +$625K +49,451 +39%
WIM
6
Wittenberg Investment Management
Massachusetts
$1.43M +$110K +8,668 +9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.04M -$198K -15,656 -17%
GI
8
GAMCO Investors
Connecticut
$838K +$143K +11,350 +22%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$698K +$28K +2,218 +4%
BlackRock
10
BlackRock
New York
$676K -$30.4K -2,408 -5%
GF
11
Gabelli Funds
New York
$567K +$93.7K +7,417 +21%
JCP
12
JB Capital Partners
New York
$534K – – –
NSIM
13
North Star Investment Management
Illinois
$469K – – –
Morgan Stanley
14
Morgan Stanley
New York
$418K -$499K -39,525 -56%
OBGC
15
O'Brien Greene & Co
Pennsylvania
$346K – – –
TA
16
Teton Advisors
New York
$314K +$31.6K +2,500 +12%
BCM
17
Bridgeway Capital Management
Texas
$305K – – –
RWA
18
Redhawk Wealth Advisors
Minnesota
$299K +$283K +22,425 New
State Street
19
State Street
Massachusetts
$250K -$2.59K -205 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$196K – – –
KA
21
Kerrisdale Advisers
Florida
$184K – – –
RHAM
22
Round Hill Asset Management
California
$182K -$2.06K -163 -1%
Stifel Financial
23
Stifel Financial
Missouri
$167K +$7.58K +600 +5%
STA
24
Summit Trail Advisors
New York
$167K +$158K +12,500 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$163K +$14.7K +1,165 +11%
1
2

LEE Hedge Fund Activity: Q2 2023 in Review

39 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q2 2023, worth a combined $31.7M — down 3.2% from $32.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new LEE positions and 3 closed out — a net gain of 1 holder — while 13 added to existing stakes and 7 trimmed.

The largest buyer was JBF Capital, adding an estimated $625K. The largest seller was Morgan Stanley, cutting an estimated $499K.

  • 39 institutional investors held Lee Enterprises (LEE) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $31.7M of Lee Enterprises stock for Q2 2023, down 3.2% quarter-over-quarter.
  • 4 funds opened new Lee Enterprises positions in Q2 2023 and 3 closed out, a net change of +1 holder.
  • The largest Lee Enterprises buyer in Q2 2023 was JBF Capital, an estimated $625K added.
  • The largest Lee Enterprises seller in Q2 2023 was Morgan Stanley, an estimated $499K sold.

Based on aggregated 13F filings for Q2 2023.