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BKS

Barnes & Noble
BKS

Delisted

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

154 hedge funds and large institutions have $284M invested in Barnes & Noble in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

542% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $2.78M

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

33% more capital invested

Capital invested by funds: $213M → $284M (+$70.6M)

8% more funds holding

Funds holding: 143154 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
154
Holders Change
+11
Holders Change %
+7.69%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
53
Reduced
36
Closed
16
Calls
$17.8M
Puts
$2.78M
Net Calls
+$15.1M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$50.8M +$2.57M +455,459 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$38.5M -$349K -61,730 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$28.5M +$1.76M +310,831 +7%
TL
4
TowerView LLC
New York
$15.1M
State Street
5
State Street
Massachusetts
$11.8M -$3.47K -614 -0%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$11.5M +$164K +29,087 +2%
Charles Schwab
7
Charles Schwab
California
$8.81M +$1.4M +248,642 +22%
Robeco Institutional Asset Management
8
Robeco Institutional Asset Management
Netherlands
$8.1M
QOP
9
Quinn Opportunity Partners
Virginia
$6.97M -$1.88M -333,101 -23%
Goldman Sachs
10
Goldman Sachs
New York
$6.89M +$3.52M +622,985 +135%
Invesco
11
Invesco
Georgia
$6.84M +$2.08M +368,135 +52%
Norges Bank
12
Norges Bank
Norway
$6.18M +$1.45M +256,536 +36%
Northern Trust
13
Northern Trust
Illinois
$4.52M +$83.9K +14,860 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.34M +$478K +84,664 +14%
RA
15
Royce & Associates
New York
$3.61M +$621K +110,000 +24%
HCMT
16
Highland Capital Management (Texas)
Texas
$3.35M
MC
17
Maverick Capital
Texas
$3.08M -$5.26M -930,481 -66%
Morgan Stanley
18
Morgan Stanley
New York
$3.03M +$1.63M +288,038 +152%
Fuller & Thaler Asset Management
19
Fuller & Thaler Asset Management
California
$2.95M
PPA
20
Parametric Portfolio Associates
Washington
$2.9M +$510K +90,225 +25%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.81M +$40.6K +7,184 +2%
O
22
OppenheimerFunds
New York
$2.4M -$300K -53,051 -12%
Ameriprise
23
Ameriprise
Minnesota
$2.38M +$370K +65,581 +21%
Deutsche Bank
24
Deutsche Bank
Germany
$1.77M -$295K -52,292 -16%
Walleye Trading
25
Walleye Trading
New York
$1.65M +$891K +157,803 +155%

BKS Hedge Fund Activity: Q2 2018 in Review

154 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Barnes & Noble (BKS) for Q2 2018, worth a combined $284M — up 33% from $213M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BKS positions and 16 closed out — a net gain of 12 holders — while 53 added to existing stakes and 36 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.52M. The largest seller was Maverick Capital, cutting an estimated $5.26M.

  • 154 institutional investors held Barnes & Noble (BKS) as of Q2 2018, up from 143 in Q1 2018.
  • Funds reported $284M of Barnes & Noble stock for Q2 2018, up 33% quarter-over-quarter.
  • 28 funds opened new Barnes & Noble positions in Q2 2018 and 16 closed out, a net change of +12 holders.
  • The largest Barnes & Noble buyer in Q2 2018 was Goldman Sachs, an estimated $3.52M added.
  • The largest Barnes & Noble seller in Q2 2018 was Maverick Capital, an estimated $5.26M sold.

Based on aggregated 13F filings for Q2 2018.