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BKS

Barnes & Noble
BKS

Delisted

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

157 hedge funds and large institutions have $288M invested in Barnes & Noble in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $11.4M

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

2% more funds holding

Funds holding: 154157 (+3)

2% more capital invested

Capital invested by funds: $284M → $288M (+$4.51M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
157
Holders Change
+3
Holders Change %
+1.95%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
52
Reduced
46
Closed
18
Calls
$23.3M
Puts
$11.4M
Net Calls
+$11.9M
Net Calls Change
-$3.16M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$47.6M +$1.13M +200,984 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$34.6M -$577K -102,300 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.8M -$1.17M -207,346 -5%
UBS Group
4
UBS Group
Switzerland
$22.8M +$22.1M +3,918,843 +21,765%
TL
5
TowerView LLC
New York
$13.8M
State Street
6
State Street
Massachusetts
$11.6M +$747K +132,443 +7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$10.9M +$395K +70,017 +4%
Charles Schwab
8
Charles Schwab
California
$9.11M +$1.04M +184,079 +13%
Robeco Institutional Asset Management
9
Robeco Institutional Asset Management
Netherlands
$7.4M
Invesco
10
Invesco
Georgia
$6.56M +$303K +53,738 +5%
QOP
11
Quinn Opportunity Partners
Virginia
$6.09M -$272K -48,285 -4%
Norges Bank
12
Norges Bank
Norway
$5.65M
Northern Trust
13
Northern Trust
Illinois
$4.21M +$78.4K +13,896 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.55M -$408K -72,385 -11%
RA
15
Royce & Associates
New York
$3.22M -$73.3K -13,000 -2%
HCMT
16
Highland Capital Management (Texas)
Texas
$3.06M
SCM
17
SG Capital Management
Illinois
$3.02M +$2.94M +520,656 New
Jane Street
18
Jane Street
New York
$3M +$2.91M +516,693 New
CM
19
Caption Management
Oklahoma
$2.85M +$2.13M +377,042 +331%
PPA
20
Parametric Portfolio Associates
Washington
$2.73M +$72.2K +12,807 +3%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$2.69M
Principal Financial Group
22
Principal Financial Group
Iowa
$2.67M +$98.8K +17,520 +4%
Citigroup
23
Citigroup
New York
$2.54M +$2.12M +375,654 +610%
O
24
OppenheimerFunds
New York
$2.5M +$296K +52,443 +14%
Walleye Trading
25
Walleye Trading
New York
$2.25M +$723K +128,111 +49%

BKS Hedge Fund Activity: Q3 2018 in Review

157 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Barnes & Noble (BKS) for Q3 2018, worth a combined $288M — up 1.6% from $284M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BKS positions and 18 closed out — a net gain of 5 holders — while 52 added to existing stakes and 46 trimmed.

The largest buyer was UBS Group, adding an estimated $22.1M. The largest seller was Goldman Sachs, cutting an estimated $3.97M.

  • 157 institutional investors held Barnes & Noble (BKS) as of Q3 2018, up from 154 in Q2 2018.
  • Funds reported $288M of Barnes & Noble stock for Q3 2018, up 1.6% quarter-over-quarter.
  • 23 funds opened new Barnes & Noble positions in Q3 2018 and 18 closed out, a net change of +5 holders.
  • The largest Barnes & Noble buyer in Q3 2018 was UBS Group, an estimated $22.1M added.
  • The largest Barnes & Noble seller in Q3 2018 was Goldman Sachs, an estimated $3.97M sold.

Based on aggregated 13F filings for Q3 2018.