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Lee Enterprises
LEE

41 hedge funds and large institutions have $19.1M invested in Lee Enterprises in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding

Funds holding: 36 → 41 (+5)

0.37% more ownership

Funds ownership: 39.68% → 40.05% (+0.37%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

26% less capital invested

Capital invested by funds: $25.8M → $19.1M (-$6.7M)

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
11
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$195K
2
Northern Trust
Northern Trust
Illinois
+$169K
3
CCM
Corsair Capital Management
New York
+$156K
4
SCM
Solas Capital Management
Connecticut
+$134K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134K

Top Sellers

1
JC
JBF Capital
Colorado
-$721K
2
OBGC
O'Brien Greene & Co
Pennsylvania
-$98K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$70.6K
4
TA
Teton Advisors
New York
-$33.6K
5
Stifel Financial
Stifel Financial
Missouri
-$23.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1
Cannell Capital
Wyoming
$4.62M – – –
SCM
2
Solas Capital Management
Connecticut
$3.26M +$134K +13,986 +3%
PP
3
Praetorian PR
Puerto Rico
$2.78M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.93M +$134K +13,898 +6%
WIM
5
Wittenberg Investment Management
Massachusetts
$962K +$88.6K +9,215 +8%
JC
6
JBF Capital
Colorado
$804K -$721K -75,000 -42%
GI
7
GAMCO Investors
Connecticut
$602K +$25K +2,600 +4%
GF
8
Gabelli Funds
New York
$453K +$111K +11,500 +25%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$411K +$59.4K +6,177 +13%
BlackRock
10
BlackRock
New York
$393K -$1.48K -154 -0.3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$352K -$70.6K -7,341 -14%
Morgan Stanley
12
Morgan Stanley
New York
$317K +$195K +20,257 +101%
JCP
13
JB Capital Partners
New York
$315K – – –
NSIM
14
North Star Investment Management
Illinois
$269K -$5.96K -620 -2%
TA
15
Teton Advisors
New York
$209K -$33.6K -3,500 -12%
BCM
16
Bridgeway Capital Management
Texas
$178K – – –
RWA
17
Redhawk Wealth Advisors
Minnesota
$176K – – –
State Street
18
State Street
Massachusetts
$146K – – –
Northern Trust
19
Northern Trust
Illinois
$138K +$169K +17,533 New
CCM
20
Corsair Capital Management
New York
$128K +$156K +16,266 New
Stifel Financial
21
Stifel Financial
Missouri
$128K -$23.9K -2,492 -13%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$115K – – –
KA
23
Kerrisdale Advisers
Florida
$108K – – –
OBGC
24
O'Brien Greene & Co
Pennsylvania
$92.9K -$98K -10,200 -46%
RHAM
25
Round Hill Asset Management
California
$92.2K -$8.27K -860 -7%
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LEE Hedge Fund Activity: Q4 2023 in Review

41 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lee Enterprises (LEE) for Q4 2023, worth a combined $19.1M — down 26% from $25.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LEE positions and 0 closed out — a net gain of 5 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $195K. The largest seller was JBF Capital, cutting an estimated $721K.

  • 41 institutional investors held Lee Enterprises (LEE) as of Q4 2023, up from 36 in Q3 2023.
  • Funds reported $19.1M of Lee Enterprises stock for Q4 2023, down 26% quarter-over-quarter.
  • 5 funds opened new Lee Enterprises positions in Q4 2023 and 0 closed out, a net change of +5 holders.
  • The largest Lee Enterprises buyer in Q4 2023 was Morgan Stanley, an estimated $195K added.
  • The largest Lee Enterprises seller in Q4 2023 was JBF Capital, an estimated $721K sold.

Based on aggregated 13F filings for Q4 2023.