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BKS

Barnes & Noble
BKS

Delisted

BKS was delisted on the 6th of August, 2019.

179 hedge funds and large institutions have $677M invested in Barnes & Noble in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 70 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $6.6M

32% more capital invested

Capital invested by funds: $511M → $677M (+$166M)

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

3% more funds holding

Funds holding: 174179 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

24% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 70

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
36
Increased
53
Reduced
70
Closed
29
Calls
$13.1M
Puts
$6.6M
Net Calls
+$6.49M
Net Calls Change
-$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Abrams Capital Management
Massachusetts
$129M +$29.4M +3,000,000 +40%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$78.9M +$1.27M +129,211 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$54.8M +$2.94M +299,644 +7%
BFA
4
BlackRock Fund Advisors
California
$44.1M -$99.2K -10,131 -0.3%
TSW
5
Thompson Siegel & Walmsley
Virginia
$36.8M -$4.93M -503,397 -14%
TL
6
TowerView LLC
New York
$29.4M +$879K +89,700 +4%
CPM
7
Chesapeake Partners Management
Maryland
$28.7M -$4.36M -444,694 -16%
State Street
8
State Street
Massachusetts
$18.9M -$2.64M -269,849 -15%
BIT
9
BlackRock Institutional Trust
California
$17.4M -$5.2M -530,532 -27%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$15.3M +$315K +32,174 +3%
GJL
11
Gendell Jeffrey L
$14M -$4.58M -467,608 -29%
Morgan Stanley
12
Morgan Stanley
New York
$10.7M -$5.14M -525,146 -38%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$8.93M +$2.38M +242,481 +50%
Deutsche Bank
14
Deutsche Bank
Germany
$7.76M +$2M +204,608 +48%
Northern Trust
15
Northern Trust
Illinois
$7.3M +$83.7K +8,544 +1%
WHI
16
William Harris Investors
Illinois
$7.18M -$1.07M -109,505 -16%
Millennium Management
17
Millennium Management
New York
$6.7M +$5.01M +511,737 +1,676%
PPA
18
Parametric Portfolio Associates
Washington
$6.57M +$1.15M +117,832 +29%
QI
19
QS Investors
New York
$6.26M +$125K +12,723 +3%
TCG
20
Tremblant Capital Group
Florida
$6.24M +$4.94M +504,741 New
ISL
21
Ingalls & Snyder LLC
New York
$5.86M +$4.64M +473,895 New
Renaissance Technologies
22
Renaissance Technologies
New York
$5.38M -$2.82M -288,148 -40%
Principal Financial Group
23
Principal Financial Group
Iowa
$5.12M -$39.5K -4,030 -1%
Two Sigma Investments
24
Two Sigma Investments
New York
$5.04M +$4M +407,935 New
Charles Schwab
25
Charles Schwab
California
$4.93M +$461K +47,021 +13%

BKS Hedge Fund Activity: Q1 2016 in Review

179 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Barnes & Noble (BKS) for Q1 2016, worth a combined $677M — up 32% from $511M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BKS positions and 29 closed out — a net gain of 7 holders — while 53 added to existing stakes and 70 trimmed.

The largest buyer was Abrams Capital Management, adding an estimated $29.4M. The largest seller was First Pacific Advisors, cutting an estimated $16.5M.

  • 179 institutional investors held Barnes & Noble (BKS) as of Q1 2016, up from 174 in Q4 2015.
  • Funds reported $677M of Barnes & Noble stock for Q1 2016, up 32% quarter-over-quarter.
  • 36 funds opened new Barnes & Noble positions in Q1 2016 and 29 closed out, a net change of +7 holders.
  • The largest Barnes & Noble buyer in Q1 2016 was Abrams Capital Management, an estimated $29.4M added.
  • The largest Barnes & Noble seller in Q1 2016 was First Pacific Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q1 2016.