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BKS

Barnes & Noble
BKS

Delisted

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

175 hedge funds and large institutions have $629M invested in Barnes & Noble in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $8.95M | Put options by funds: $4.45M

52% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 48

2% less funds holding

Funds holding: 179175 (-4)

7% less capital invested

Capital invested by funds: $677M → $629M (-$48.7M)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
175
Holders Change
-4
Holders Change %
-2.23%
% of All Funds
4.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
73
Reduced
48
Closed
26
Calls
$8.95M
Puts
$4.45M
Net Calls
+$4.49M
Net Calls Change
-$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Abrams Capital Management
Massachusetts
$118M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$72.3M -$119K -10,285 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51.7M +$1.41M +121,648 +3%
BFA
4
BlackRock Fund Advisors
California
$45.3M +$4.97M +429,412 +12%
TSW
5
Thompson Siegel & Walmsley
Virginia
$31.2M -$2.58M -222,945 -7%
TL
6
TowerView LLC
New York
$27M
BIT
7
BlackRock Institutional Trust
California
$17M +$951K +82,133 +6%
State Street
8
State Street
Massachusetts
$16.6M -$725K -62,597 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$14.4M +$301K +25,990 +2%
Deutsche Bank
10
Deutsche Bank
Germany
$12M +$4.99M +430,841 +69%
Renaissance Technologies
11
Renaissance Technologies
New York
$10.5M +$5.72M +493,448 +113%
Morgan Stanley
12
Morgan Stanley
New York
$9.86M +$48.2K +4,161 +0.5%
GAM
13
Gotham Asset Management
New York
$9.69M +$6.82M +588,923 +223%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$8.2M -$6.92K -597 -0.1%
Northern Trust
15
Northern Trust
Illinois
$7.95M +$1.27M +109,229 +18%
CPM
16
Chesapeake Partners Management
Maryland
$7.86M -$18.9M -1,631,881 -70%
Prudential Financial
17
Prudential Financial
New Jersey
$7.54M +$5.81M +501,180 +308%
PPA
18
Parametric Portfolio Associates
Washington
$6.16M +$129K +11,115 +2%
WHI
19
William Harris Investors
Illinois
$6.04M -$567K -48,990 -8%
QI
20
QS Investors
New York
$5.44M -$315K -27,200 -5%
TCG
21
Tremblant Capital Group
Florida
$5.42M -$317K -27,335 -5%
ISL
22
Ingalls & Snyder LLC
New York
$5.37M -$9.27K -800 -0.2%
Charles Schwab
23
Charles Schwab
California
$5.26M +$755K +65,152 +16%
NI
24
Numeric Investors
Massachusetts
$5.03M +$5.13M +443,093 New
GJL
25
Gendell Jeffrey L
$4.97M -$8.03M -693,066 -61%

BKS Hedge Fund Activity: Q2 2016 in Review

175 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Barnes & Noble (BKS) for Q2 2016, worth a combined $629M — down 7.2% from $677M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of BKS and 23 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 73 added.

The largest buyer was Gotham Asset Management, adding an estimated $6.82M. The largest seller was Chesapeake Partners Management, cutting an estimated $18.9M.

  • 175 institutional investors held Barnes & Noble (BKS) as of Q2 2016, down from 179 in Q1 2016.
  • Funds reported $629M of Barnes & Noble stock for Q2 2016, down 7.2% quarter-over-quarter.
  • 23 funds opened new Barnes & Noble positions in Q2 2016 and 26 closed out, a net change of -3 holders.
  • The largest Barnes & Noble buyer in Q2 2016 was Gotham Asset Management, an estimated $6.82M added.
  • The largest Barnes & Noble seller in Q2 2016 was Chesapeake Partners Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2016.