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Lee Enterprises
LEE

36 hedge funds and large institutions have $25.8M invested in Lee Enterprises in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 39.35% → 39.68% (+0.33%)

8% less funds holding

Funds holding: 39 → 36 (-3)

19% less capital invested

Capital invested by funds: $31.7M → $25.8M (-$5.95M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
7
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Solas Capital Management
Connecticut
+$1.13M
2
GI
GAMCO Investors
Connecticut
+$136K
3
TA
Teton Advisors
New York
+$79.1K
4
Stifel Financial
Stifel Financial
Missouri
+$75.7K
5
WIM
Wittenberg Investment Management
Massachusetts
+$74.5K

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$307K
2
STA
Summit Trail Advisors
New York
-$167K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$163K
4
CC
Corton Capital
Ontario, Canada
-$145K
5
Morgan Stanley
Morgan Stanley
New York
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1
Cannell Capital
Wyoming
$6.28M -$117K -9,607 -2%
SCM
2
Solas Capital Management
Connecticut
$4.28M +$1.13M +92,533 +30%
PP
3
Praetorian PR
Puerto Rico
$3.79M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.48M – – –
JC
5
JBF Capital
Colorado
$1.9M – – –
WIM
6
Wittenberg Investment Management
Massachusetts
$1.21M +$74.5K +6,116 +6%
GI
7
GAMCO Investors
Connecticut
$792K +$136K +11,200 +18%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$558K -$307K -25,255 -33%
BlackRock
9
BlackRock
New York
$536K -$6.73K -553 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$493K -$70.7K -5,811 -11%
GF
11
Gabelli Funds
New York
$493K +$42.6K +3,500 +8%
JCP
12
JB Capital Partners
New York
$428K – – –
NSIM
13
North Star Investment Management
Illinois
$373K -$3.65K -300 -0.9%
TA
14
Teton Advisors
New York
$321K +$79.1K +6,500 +28%
BCM
15
Bridgeway Capital Management
Texas
$243K – – –
RWA
16
Redhawk Wealth Advisors
Minnesota
$240K – – –
OBGC
17
O'Brien Greene & Co
Pennsylvania
$236K -$47.5K -3,900 -15%
Morgan Stanley
18
Morgan Stanley
New York
$215K -$137K -11,279 -36%
Stifel Financial
19
Stifel Financial
Missouri
$201K +$75.7K +6,215 +50%
State Street
20
State Street
Massachusetts
$199K – – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$157K – – –
KA
22
Kerrisdale Advisers
Florida
$147K – – –
RHAM
23
Round Hill Asset Management
California
$135K -$12.7K -1,047 -8%
Barclays
24
Barclays
United Kingdom
$20.8K -$1.56K -128 -6%
LFA
25
Level Financial Advisors
New York
$16.6K – – –
1
2

LEE Hedge Fund Activity: Q3 2023 in Review

36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q3 2023, worth a combined $25.8M — down 19% from $31.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LEE and 4 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 7 added.

The largest buyer was Solas Capital Management, adding an estimated $1.13M. The largest seller was Dimensional Fund Advisors, cutting an estimated $307K.

  • 36 institutional investors held Lee Enterprises (LEE) as of Q3 2023, down from 39 in Q2 2023.
  • Funds reported $25.8M of Lee Enterprises stock for Q3 2023, down 19% quarter-over-quarter.
  • 4 funds opened new Lee Enterprises positions in Q3 2023 and 7 closed out, a net change of -3 holders.
  • The largest Lee Enterprises buyer in Q3 2023 was Solas Capital Management, an estimated $1.13M added.
  • The largest Lee Enterprises seller in Q3 2023 was Dimensional Fund Advisors, an estimated $307K sold.

Based on aggregated 13F filings for Q3 2023.