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Barnes & Noble Education

149 hedge funds and large institutions have $338M invested in Barnes & Noble Education in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $907K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

3% more funds holding

Funds holding: 144149 (+5)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

0.02% less ownership

Funds ownership: 0.72%0.71% (-0.02%)

24% less capital invested

Capital invested by funds: $443M → $338M (-$104M)

Holders
149
Holders Change
+5
Holders Change %
+3.47%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
34
Increased
46
Reduced
43
Closed
26
Calls
$1.45M
Puts
$907K
Net Calls
+$539K
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
FQ
76
First Quadrant
California
$276K
Public Sector Pension Investment Board (PSP Investments)
77
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$267K -$202K -161 -38%
SS
78
Simplicity Solutions
Minnesota
$256K +$323K +257 New
CIA
79
Capital Impact Advisors
Massachusetts
$254K
Barclays
80
Barclays
United Kingdom
$251K -$196K -156 -36%
SCM
81
Sterneck Capital Management
Missouri
$250K +$316K +252 New
ARTA
82
A.R.T. Advisors
New York
$249K +$315K +251 New
CS
83
Credit Suisse
Switzerland
$246K -$42.7K -34 -12%
AIG
84
American International Group
New York
$241K +$3.77K +3 +1%
MC
85
Moors & Cabot
Massachusetts
$233K -$3.77K -3 -1%
GI
86
GAMCO Investors
Connecticut
$231K -$1.26K -1 -0.4%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$230K -$2.79M -2,222 -91%
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$226K -$12.6K -10 -4%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$222K +$103K +82 +58%
SIM
90
Strategic Investment Management
Virginia
$205K -$60.3K -48 -19%
GF
91
Gabelli Funds
New York
$201K
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$194K
GAM
93
Gotham Asset Management
New York
$189K +$239K +190 New
Citigroup
94
Citigroup
New York
$185K -$387K -308 -62%
ASRS
95
Arizona State Retirement System
Arizona
$185K -$1.26K -1 -0.5%
Los Angeles Capital Management
96
Los Angeles Capital Management
California
$185K
MC
97
Menta Capital
California
$178K +$225K +179 New
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$172K +$1.26K +1 +0.6%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$167K +$210K +167 New
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$167K +$211K +168 New

BNED Hedge Fund Activity: Q4 2015 in Review

149 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Barnes & Noble Education (BNED) for Q4 2015, worth a combined $338M — down 24% from $443M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BNED positions and 26 closed out — a net gain of 8 holders — while 46 added to existing stakes and 43 trimmed.

The largest buyer was Abrams Capital Management, adding an estimated $13.5M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $14.3M sold.

  • 149 institutional investors held Barnes & Noble Education (BNED) as of Q4 2015, up from 144 in Q3 2015.
  • Funds reported $338M of Barnes & Noble Education stock for Q4 2015, down 24% quarter-over-quarter.
  • 34 funds opened new Barnes & Noble Education positions in Q4 2015 and 26 closed out, a net change of +8 holders.
  • The largest Barnes & Noble Education buyer in Q4 2015 was Abrams Capital Management, an estimated $13.5M added.
  • The largest Barnes & Noble Education seller in Q4 2015 was Whale Rock Capital Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2015.