Barnes & Noble Education
BNED
120 hedge funds and large institutions have $111M invested in Barnes & Noble Education in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 22 closing their positions.
30% more call options, than puts
Call options by funds: $210K | Put options by funds: $162K
13% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 39
0.03% more ownership
Funds ownership: 0.57% → 0.59% (+0.03%)
3% less funds holding
Funds holding: 124 → 120 (-4)
18% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 22
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
45% less capital invested
Capital invested by funds: $200M → $111M (-$89M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRIM
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
+$1.47M |
| 2 |
Renaissance Technologies
New York
|
+$1.19M |
| 3 |
USPCM
Union Square Park Capital Management
New York
|
+$1.11M |
| 4 |
RA
Royce & Associates
New York
|
+$973K |
| 5 |
TL
TowerView LLC
New York
|
+$950K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$2.32M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.11M |
| 3 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
-$952K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$746K |
| 5 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
-$470K |
BNED Hedge Fund Activity: Q1 2022 in Review
120 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Barnes & Noble Education (BNED) for Q1 2022, worth a combined $111M — down 45% from $200M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of BNED and 18 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 44 added.
The largest buyer was Greenhaven Road Investment Management, adding an estimated $1.47M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $2.32M.
- 120 institutional investors held Barnes & Noble Education (BNED) as of Q1 2022, down from 124 in Q4 2021.
- Funds reported $111M of Barnes & Noble Education stock for Q1 2022, down 45% quarter-over-quarter.
- 18 funds opened new Barnes & Noble Education positions in Q1 2022 and 22 closed out, a net change of -4 holders.
- The largest Barnes & Noble Education buyer in Q1 2022 was Greenhaven Road Investment Management, an estimated $1.47M added.
- The largest Barnes & Noble Education seller in Q1 2022 was Jacobs Levy Equity Management, an estimated $2.32M sold.
Based on aggregated 13F filings for Q1 2022.