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Barnes & Noble Education

107 hedge funds and large institutions have $39.6M invested in Barnes & Noble Education in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.03% less ownership

Funds ownership: 0.63%0.6% (-0.03%)

5% less funds holding

Funds holding: 113107 (-6)

14% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 35

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

34% less call options, than puts

Call options by funds: $417K | Put options by funds: $628K

70% less capital invested

Capital invested by funds: $131M → $39.6M (-$91.3M)

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
18
Increased
30
Reduced
35
Closed
23
Calls
$417K
Puts
$628K
Net Calls
-$211K
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$8.59M -$360K -1,132 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$5.37M -$5.73K -18 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.18M +$90.4K +284 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$2.34M -$3.12M -9,813 -36%
TL
5
TowerView LLC
New York
$1.97M
State Street
6
State Street
Massachusetts
$1.6M +$392K +1,231 +12%
Invesco
7
Invesco
Georgia
$1.16M -$538K -1,689 -17%
AC
8
Antara Capital
New York
$1.1M +$1.51M +4,753 +143%
CCM
9
Cloverdale Capital Management
Texas
$1M +$2.34M +7,356 New
Neuberger Berman Group
10
Neuberger Berman Group
New York
$816K +$1.91M +6,000 New
BCM
11
Bridgeway Capital Management
Texas
$808K +$92K +289 +5%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$803K +$114K +358 +6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$748K +$82.1K +258 +5%
Goldman Sachs
14
Goldman Sachs
New York
$736K +$276K +868 +19%
Northern Trust
15
Northern Trust
Illinois
$683K +$40.8K +128 +3%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$668K +$138K +432 +10%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$663K -$554K -1,739 -26%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$560K +$1.59K +5 +0.1%
Principal Financial Group
19
Principal Financial Group
Iowa
$399K -$38.8K -122 -4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$366K +$517K +1,623 +152%
Charles Schwab
21
Charles Schwab
California
$345K -$3.19M -10,033 -80%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$300K -$602K -1,892 -46%
Morgan Stanley
23
Morgan Stanley
New York
$299K -$228K -715 -24%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$295K -$370K -1,162 -35%
MERSOM
25
Municipal Employees' Retirement System of Michigan
Michigan
$293K

BNED Hedge Fund Activity: Q1 2020 in Review

107 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Barnes & Noble Education (BNED) for Q1 2020, worth a combined $39.6M — down 70% from $131M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of BNED and 18 opened new positions — a net loss of 5 holders — while 35 trimmed existing stakes and 30 added.

The largest buyer was Cloverdale Capital Management, opening a new position worth an estimated $2.34M. The largest seller was Charles Schwab, cutting an estimated $3.19M.

  • 107 institutional investors held Barnes & Noble Education (BNED) as of Q1 2020, down from 113 in Q4 2019.
  • Funds reported $39.6M of Barnes & Noble Education stock for Q1 2020, down 70% quarter-over-quarter.
  • 18 funds opened new Barnes & Noble Education positions in Q1 2020 and 23 closed out, a net change of -5 holders.
  • The largest Barnes & Noble Education buyer in Q1 2020 was Cloverdale Capital Management, an estimated $2.34M added.
  • The largest Barnes & Noble Education seller in Q1 2020 was Charles Schwab, an estimated $3.19M sold.

Based on aggregated 13F filings for Q1 2020.