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Barnes & Noble Education

113 hedge funds and large institutions have $102M invested in Barnes & Noble Education in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 0.76%0.69% (-0.08%)

12% less funds holding

Funds holding: 129113 (-16)

22% less capital invested

Capital invested by funds: $131M → $102M (-$28.6M)

75% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 20

99% less call options, than puts

Call options by funds: $6K | Put options by funds: $779K

Holders
113
Holders Change
-16
Holders Change %
-12.4%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
45
Reduced
36
Closed
20
Calls
$6K
Puts
$779K
Net Calls
-$773K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$19M +$259K +739 +1%
JP Morgan Chase
2
JP Morgan Chase
New York
$12.5M +$3.5M +9,996 +33%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.2M -$242K -693 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.91M +$1.37M +3,903 +21%
TL
5
TowerView LLC
New York
$4.52M +$245K +700 +5%
Charles Schwab
6
Charles Schwab
California
$4.04M +$419K +1,198 +10%
State Street
7
State Street
Massachusetts
$3.1M +$22.4K +64 +0.6%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$2.39M +$22.4K +64 +0.8%
BCM
9
Bridgeway Capital Management
Texas
$2.36M +$393K +1,124 +17%
Invesco
10
Invesco
Georgia
$2.22M -$156K -445 -6%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$2.21M +$40.9K +117 +2%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$2.17M +$1.98M +5,657 +442%
Connor, Clark & Lunn Investment Management (CC&L)
13
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.68M +$199K +569 +12%
Morgan Stanley
14
Morgan Stanley
New York
$1.6M +$1.19M +3,402 +197%
Northern Trust
15
Northern Trust
Illinois
$1.58M +$124K +354 +8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.55M +$4.55K +13 +0.3%
Goldman Sachs
17
Goldman Sachs
New York
$1.3M +$291K +831 +25%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.25M -$132K -378 -9%
Nuveen
19
Nuveen
North Carolina
$1.19M -$30.1K -86 -2%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.1M +$1.24M +3,536 New
Wells Fargo
21
Wells Fargo
California
$1.04M -$795K -2,271 -40%
QOP
22
Quinn Opportunity Partners
Virginia
$984K +$132K +376 +14%
Principal Financial Group
23
Principal Financial Group
Iowa
$937K +$66.5K +190 +7%
MSL
24
Mackay Shields LLC
New York
$858K +$342K +977 +55%
AQR Capital Management
25
AQR Capital Management
Connecticut
$854K -$1.4M -4,015 -59%

BNED Hedge Fund Activity: Q3 2019 in Review

113 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Barnes & Noble Education (BNED) for Q3 2019, worth a combined $102M — down 22% from $131M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BNED and 5 opened new positions — a net loss of 15 holders — while 36 trimmed existing stakes and 45 added.

The largest buyer was JP Morgan Chase, adding an estimated $3.5M. The largest seller was Water Island Capital, exiting entirely with an estimated $16.4M sold.

  • 113 institutional investors held Barnes & Noble Education (BNED) as of Q3 2019, down from 129 in Q2 2019.
  • Funds reported $102M of Barnes & Noble Education stock for Q3 2019, down 22% quarter-over-quarter.
  • 5 funds opened new Barnes & Noble Education positions in Q3 2019 and 20 closed out, a net change of -15 holders.
  • The largest Barnes & Noble Education buyer in Q3 2019 was JP Morgan Chase, an estimated $3.5M added.
  • The largest Barnes & Noble Education seller in Q3 2019 was Water Island Capital, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2019.