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Barnes & Noble Education

133 hedge funds and large institutions have $288M invested in Barnes & Noble Education in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,624% more call options, than puts

Call options by funds: $803K | Put options by funds: $17K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

0.01% more ownership

Funds ownership: 0.65%0.66% (+0.01%)

4% less funds holding

Funds holding: 139133 (-6)

8% less capital invested

Capital invested by funds: $312M → $288M (-$24.1M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
133
Holders Change
-6
Holders Change %
-4.32%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
11
Increased
44
Reduced
38
Closed
16
Calls
$803K
Puts
$17K
Net Calls
+$786K
Net Calls Change
+$572K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Abrams Capital Management
Massachusetts
$83.9M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$37.6M +$388K +352 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.4M -$478K -433 -1%
BFA
4
BlackRock Fund Advisors
California
$27.3M +$2.21M +2,002 +8%
TL
5
TowerView LLC
New York
$12.8M
BIT
6
BlackRock Institutional Trust
California
$9.55M +$130K +118 +1%
State Street
7
State Street
Massachusetts
$7.75M +$549K +498 +7%
WHI
8
William Harris Investors
Illinois
$6.36M -$361K -327 -5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$4.69M +$9.93K +9 +0.2%
Northern Trust
10
Northern Trust
Illinois
$4.2M +$44.1K +40 +0.9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$4.2M +$202K +183 +4%
Goldman Sachs
12
Goldman Sachs
New York
$3.05M +$2.57M +2,332 +272%
Boston Partners
13
Boston Partners
Massachusetts
$2.92M +$228K +207 +7%
ERSOT
14
Employees Retirement System of Texas
Texas
$2.92M -$1.25M -1,134 -27%
Principal Financial Group
15
Principal Financial Group
Iowa
$2.66M +$34.2K +31 +1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.55M +$60.7K +55 +2%
Millennium Management
17
Millennium Management
New York
$2.53M +$167K +151 +6%
ACM
18
Addison Clark Management
Connecticut
$2.34M -$235K -213 -8%
GC
19
Guggenheim Capital
Illinois
$2.3M +$5.52K +5 +0.2%
OAM
20
Oxford Asset Management
United Kingdom
$1.98M -$724K -656 -24%
Charles Schwab
21
Charles Schwab
California
$1.96M +$114K +103 +5%
Ameriprise
22
Ameriprise
Minnesota
$1.85M +$24.3K +22 +1%
BIM
23
BlackRock Investment Management
Delaware
$1.78M -$12.1K -11 -0.6%
Invesco
24
Invesco
Georgia
$1.66M +$321K +291 +20%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.56M +$370K +335 +26%

BNED Hedge Fund Activity: Q3 2016 in Review

133 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Barnes & Noble Education (BNED) for Q3 2016, worth a combined $288M — down 7.7% from $312M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BNED and 11 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 44 added.

The largest buyer was Goldman Sachs, adding an estimated $2.57M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $2.94M sold.

  • 133 institutional investors held Barnes & Noble Education (BNED) as of Q3 2016, down from 139 in Q2 2016.
  • Funds reported $288M of Barnes & Noble Education stock for Q3 2016, down 7.7% quarter-over-quarter.
  • 11 funds opened new Barnes & Noble Education positions in Q3 2016 and 16 closed out, a net change of -5 holders.
  • The largest Barnes & Noble Education buyer in Q3 2016 was Goldman Sachs, an estimated $2.57M added.
  • The largest Barnes & Noble Education seller in Q3 2016 was Arrowstreet Capital, an estimated $2.94M sold.

Based on aggregated 13F filings for Q3 2016.