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Barnes & Noble Education

144 hedge funds and large institutions have $305M invested in Barnes & Noble Education in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $194K | Put options by funds: $132K

17% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 42

0.04% less ownership

Funds ownership: 0.71%0.66% (-0.04%)

3% less funds holding

Funds holding: 149144 (-5)

10% less capital invested

Capital invested by funds: $338M → $305M (-$33.2M)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
21
Increased
49
Reduced
42
Closed
25
Calls
$194K
Puts
$132K
Net Calls
+$62K
Net Calls Change
-$477K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Abrams Capital Management
Massachusetts
$85.9M +$5.42M +5,411 +7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$37.8M +$2.29M +2,287 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.8M +$1.42M +1,421 +5%
BFA
4
BlackRock Fund Advisors
California
$22.5M +$428K +427 +2%
TL
5
TowerView LLC
New York
$13.1M
CPM
6
Chesapeake Partners Management
Maryland
$11.9M -$3.74M -3,730 -24%
BIT
7
BlackRock Institutional Trust
California
$9.09M +$208K +208 +2%
State Street
8
State Street
Massachusetts
$8.09M -$203K -203 -2%
WHI
9
William Harris Investors
Illinois
$6.68M -$384K -383 -5%
OAM
10
Oxford Asset Management
United Kingdom
$5.79M +$799K +798 +16%
GJL
11
Gendell Jeffrey L
$4.95M -$4.66M -4,649 -48%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$4.7M +$1.17M +1,171 +32%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.94M -$38.1K -38 -0.9%
Northern Trust
14
Northern Trust
Illinois
$3.63M +$100K +100 +3%
ERSOT
15
Employees Retirement System of Texas
Texas
$3.3M
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$2.81M -$378K -377 -12%
Boston Partners
17
Boston Partners
Massachusetts
$2.73M +$574K +573 +26%
ACM
18
Addison Clark Management
Connecticut
$2.67M -$3.28M -3,274 -55%
Principal Financial Group
19
Principal Financial Group
Iowa
$2.62M +$107K +107 +4%
Millennium Management
20
Millennium Management
New York
$2.53M +$532K +531 +26%
SIM
21
Spark Investment Management
New York
$2.48M +$2.54M +2,534 New
GC
22
Guggenheim Capital
Illinois
$2.27M +$324K +323 +16%
Ameriprise
23
Ameriprise
Minnesota
$1.81M +$34.1K +34 +2%
Invesco
24
Invesco
Georgia
$1.49M +$812K +811 +115%
ECM
25
Engine Capital Management
New York
$1.48M -$691K -690 -31%

BNED Hedge Fund Activity: Q1 2016 in Review

144 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Barnes & Noble Education (BNED) for Q1 2016, worth a combined $305M — down 9.8% from $338M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of BNED and 21 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 49 added.

The largest buyer was Abrams Capital Management, adding an estimated $5.42M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $4.71M sold.

  • 144 institutional investors held Barnes & Noble Education (BNED) as of Q1 2016, down from 149 in Q4 2015.
  • Funds reported $305M of Barnes & Noble Education stock for Q1 2016, down 9.8% quarter-over-quarter.
  • 21 funds opened new Barnes & Noble Education positions in Q1 2016 and 25 closed out, a net change of -4 holders.
  • The largest Barnes & Noble Education buyer in Q1 2016 was Abrams Capital Management, an estimated $5.42M added.
  • The largest Barnes & Noble Education seller in Q1 2016 was Loomis, Sayles & Company, an estimated $4.71M sold.

Based on aggregated 13F filings for Q1 2016.