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BKS

Barnes & Noble
BKS

Delisted

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

165 hedge funds and large institutions have $330M invested in Barnes & Noble in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $6.69M | Put options by funds: $3.03M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 175165 (-10)

11% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 61

14% less capital invested

Capital invested by funds: $381M → $330M (-$51.8M)

24% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 33

Holders
165
Holders Change
-10
Holders Change %
-5.71%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
54
Reduced
61
Closed
33
Calls
$6.69M
Puts
$3.03M
Net Calls
+$3.66M
Net Calls Change
-$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$49.9M +$1.18M +167,109 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$41.1M +$1.45M +204,965 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.8M +$2.8M +396,044 +8%
TL
4
TowerView LLC
New York
$15.9M
State Street
5
State Street
Massachusetts
$15.7M +$2.12M +299,964 +15%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$12M +$3.27M +462,410 +35%
GJL
7
Gendell Jeffrey L
$10.8M +$3.42M +482,426 +43%
RA
8
Royce & Associates
New York
$9.14M +$2.9M +409,636 +43%
QOP
9
Quinn Opportunity Partners
Virginia
$8.76M +$6.61M +933,136 +249%
Robeco Institutional Asset Management
10
Robeco Institutional Asset Management
Netherlands
$8.54M
Norges Bank
11
Norges Bank
Norway
$8.23M -$5.31M -750,356 -38%
Northern Trust
12
Northern Trust
Illinois
$7.66M -$260K -36,663 -3%
SAM
13
Sandell Asset Management
New York
$6.7M
Charles Schwab
14
Charles Schwab
California
$6.23M +$951K +134,349 +17%
Morgan Stanley
15
Morgan Stanley
New York
$5.64M +$1.17M +165,881 +25%
HCMT
16
Highland Capital Management (Texas)
Texas
$3.54M
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$3.34M +$3.53M +498,000 New
TCIM
18
TIAA CREF Investment Management
New York
$3.11M -$58.6K -8,282 -2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.04M +$29.7K +4,191 +0.9%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.84M -$23.4K -3,308 -0.8%
GC
21
Guggenheim Capital
Illinois
$2.79M +$1.8M +254,667 +157%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$2.72M +$436K +61,631 +18%
Goldman Sachs
23
Goldman Sachs
New York
$2.49M -$1.12M -157,780 -30%
O
24
OppenheimerFunds
New York
$2.47M +$5.78K +816 +0.2%
Deutsche Bank
25
Deutsche Bank
Germany
$2.45M -$553K -78,137 -18%

BKS Hedge Fund Activity: Q4 2017 in Review

165 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Barnes & Noble (BKS) for Q4 2017, worth a combined $330M — down 14% from $381M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of BKS and 25 opened new positions — a net loss of 8 holders — while 61 trimmed existing stakes and 54 added.

The largest buyer was Quinn Opportunity Partners, adding an estimated $6.61M. The largest seller was Thompson Siegel & Walmsley, cutting an estimated $14.1M.

  • 165 institutional investors held Barnes & Noble (BKS) as of Q4 2017, down from 175 in Q3 2017.
  • Funds reported $330M of Barnes & Noble stock for Q4 2017, down 14% quarter-over-quarter.
  • 25 funds opened new Barnes & Noble positions in Q4 2017 and 33 closed out, a net change of -8 holders.
  • The largest Barnes & Noble buyer in Q4 2017 was Quinn Opportunity Partners, an estimated $6.61M added.
  • The largest Barnes & Noble seller in Q4 2017 was Thompson Siegel & Walmsley, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2017.