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Barnes & Noble Education
BNED

74 hedge funds and large institutions have $187M invested in Barnes & Noble Education in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,550% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 2

415% more capital invested

Capital invested by funds: $36.2M → $187M (+$150M)

374% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $2.26M

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

72% more funds holding

Funds holding: 43 → 74 (+31)

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

46.62% more ownership

Funds ownership: 14.93% → 61.55% (+47%)

Holders
74
Holders Change
+31
Holders Change %
+72.09%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
33
Increased
18
Reduced
11
Closed
2
Calls
$10.7M
Puts
$2.26M
Net Calls
+$8.45M
Net Calls Change
-$1.05M

Top Buyers

1
KWM
Kanen Wealth Management
Florida
+$8.03M
2
GRIM
Greenhaven Road Investment Management
Connecticut
+$5.32M
3
Marshall Wace
Marshall Wace
United Kingdom
+$3.01M
4
6CM
683 Capital Management
New York
+$2.56M
5
PGCM
Prescott Group Capital Management
Oklahoma
+$2.36M

Top Sellers

1
KLP
Kent Lake PR
Puerto Rico
-$512K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$61.5K
3
CC
Centiva Capital
New York
-$33K
4
Osaic Holdings
Osaic Holdings
Arizona
-$31.4K
5
Citigroup
Citigroup
New York
-$23.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
I
1
Immersion
Florida
$111M +$113M +11,006,702 New
KWM
2
Kanen Wealth Management
Florida
$23.7M +$8.03M +784,576 +50%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.33M -$61.5K -6,010 -0.8%
GRIM
4
Greenhaven Road Investment Management
Connecticut
$5.22M +$5.32M +519,897 New
KLP
5
Kent Lake PR
Puerto Rico
$5.02M -$512K -50,000 -9%
6CM
6
683 Capital Management
New York
$3.51M +$2.56M +250,000 +250%
Marshall Wace
7
Marshall Wace
United Kingdom
$3.06M +$3.01M +293,662 +2,751%
PGCM
8
Prescott Group Capital Management
Oklahoma
$2.91M +$2.36M +230,000 +383%
BlackRock
9
BlackRock
New York
$2.44M +$135K +13,188 +6%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.98M +$2.02M +196,764 New
DA
11
DCF Advisers
Connecticut
$1.76M +$934K +91,213 +108%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.58M +$40.6K +3,968 +3%
CP
13
CenterBook Partners
Connecticut
$1.43M +$1.46M +142,354 New
MA
14
MYDA Advisors
New York
$1.29M +$236K +23,000 +22%
Morgan Stanley
15
Morgan Stanley
New York
$1.15M +$1.16M +112,829 +5,599%
CCM
16
Corsair Capital Management
New York
$1M +$1.02M +100,000 New
Man Group
17
Man Group
United Kingdom
$982K -$5.48K -535 -0.5%
ACA
18
Apis Capital Advisors
New York
$853K +$870K +85,000 New
AE
19
AMH Equity
New York
$803K +$819K +80,000 New
AAP
20
Ardsley Advisory Partners
Connecticut
$803K +$819K +80,000 New
Jane Street
21
Jane Street
New York
$718K +$732K +71,470 New
Citadel Advisors
22
Citadel Advisors
Florida
$642K +$655K +63,911 New
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$584K +$596K +58,183 New
State Street
24
State Street
Massachusetts
$574K +$222K +21,724 +61%
Millennium Management
25
Millennium Management
New York
$534K +$545K +53,200 New
1
2 3

BNED Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Barnes & Noble Education (BNED) for Q4 2024, worth a combined $187M — up 415% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BNED positions and 2 closed out — a net gain of 31 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Kanen Wealth Management, adding an estimated $8.03M. The largest seller was Kent Lake PR, cutting an estimated $512K.

  • 74 institutional investors held Barnes & Noble Education (BNED) as of Q4 2024, up from 43 in Q3 2024.
  • Funds reported $187M of Barnes & Noble Education stock for Q4 2024, up 415% quarter-over-quarter.
  • 33 funds opened new Barnes & Noble Education positions in Q4 2024 and 2 closed out, a net change of +31 holders.
  • The largest Barnes & Noble Education buyer in Q4 2024 was Kanen Wealth Management, an estimated $8.03M added.
  • The largest Barnes & Noble Education seller in Q4 2024 was Kent Lake PR, an estimated $512K sold.

Based on aggregated 13F filings for Q4 2024.