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BKS

Barnes & Noble
BKS

Delisted

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

153 hedge funds and large institutions have $327M invested in Barnes & Noble in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $8.59M

13% more capital invested

Capital invested by funds: $289M → $327M (+$37.9M)

4% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 46

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

3% less funds holding

Funds holding: 157153 (-4)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
153
Holders Change
-4
Holders Change %
-2.55%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
48
Reduced
46
Closed
36
Calls
$16.6M
Puts
$8.59M
Net Calls
+$8.05M
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$59.9M -$8.03M -1,473,077 -14%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$39.6M +$389K +71,388 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.7M -$4.13M -757,955 -18%
UBS Group
4
UBS Group
Switzerland
$17.7M +$2.67M +490,299 +23%
TL
5
TowerView LLC
New York
$15.9M
AAM
6
Alpine Associates Management
Florida
$12.5M +$10.2M +1,871,383 New
State Street
7
State Street
Massachusetts
$11.8M -$2.02M -370,132 -17%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$11.3M +$184K +33,698 +2%
PC
9
Paulson & Co
New York
$10M +$8.18M +1,500,000 New
Charles Schwab
10
Charles Schwab
California
$9.49M -$317K -58,187 -4%
Invesco
11
Invesco
Georgia
$7.06M +$1.77M +324,155 +44%
Goldman Sachs
12
Goldman Sachs
New York
$6.16M -$3.04M -558,187 -38%
AC
13
Antara Capital
New York
$5.82M -$3.13M -573,500 -40%
Morgan Stanley
14
Morgan Stanley
New York
$5.8M +$3.48M +637,779 +278%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$5.17M +$493K +90,326 +13%
Northern Trust
16
Northern Trust
Illinois
$4.94M +$121K +22,125 +3%
PCM
17
Prelude Capital Management
New York
$3.78M +$3.08M +565,680 New
Jane Street
18
Jane Street
New York
$3.63M -$1.54M -281,993 -34%
HCMT
19
Highland Capital Management (Texas)
Texas
$3.53M
Principal Financial Group
20
Principal Financial Group
Iowa
$3.06M -$3.61K -662 -0.1%
Norges Bank
21
Norges Bank
Norway
$2.99M -$1.46M -267,004 -37%
PPA
22
Parametric Portfolio Associates
Washington
$2.95M -$525K -96,286 -18%
Ameriprise
23
Ameriprise
Minnesota
$2.68M +$363K +66,500 +20%
PAMP
24
Polar Asset Management Partners
Ontario, Canada
$2.68M +$2.18M +400,000 New
FTCM
25
First Trust Capital Management
Illinois
$2.35M +$1.91M +350,895 New

BKS Hedge Fund Activity: Q2 2019 in Review

153 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Barnes & Noble (BKS) for Q2 2019, worth a combined $327M — up 13% from $289M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of BKS and 35 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 48 added.

The largest buyer was Alpine Associates Management, opening a new position worth an estimated $10.2M. The largest seller was Maverick Capital, exiting entirely with an estimated $9.62M sold.

  • 153 institutional investors held Barnes & Noble (BKS) as of Q2 2019, down from 157 in Q1 2019.
  • Funds reported $327M of Barnes & Noble stock for Q2 2019, up 13% quarter-over-quarter.
  • 35 funds opened new Barnes & Noble positions in Q2 2019 and 36 closed out, a net change of -1 holder.
  • The largest Barnes & Noble buyer in Q2 2019 was Alpine Associates Management, an estimated $10.2M added.
  • The largest Barnes & Noble seller in Q2 2019 was Maverick Capital, an estimated $9.62M sold.

Based on aggregated 13F filings for Q2 2019.