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SHLD

Sears Holding Corporation
SHLD

Delisted

SHLD was delisted on the 23rd of October, 2018.

105 hedge funds and large institutions have $223M invested in Sears Holding Corporation in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

5% less funds holding

Funds holding: 111105 (-6)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

41% less call options, than puts

Call options by funds: $38.2M | Put options by funds: $64.5M

53% less capital invested

Capital invested by funds: $474M → $223M (-$251M)

Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
32
Reduced
23
Closed
27
Calls
$38.2M
Puts
$64.5M
Net Calls
-$26.3M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
Cutler Group
California
$77K -$30.7K -6,205 -22%
Citadel Advisors
52
Citadel Advisors
Florida
$73K -$1.18M -237,972 -92%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$70K
AG
54
Aperio Group
California
$69K -$5.57K -1,126 -6%
AA
55
ALPS Advisors
Colorado
$68K +$93.8K +18,977 New
DTL
56
Dynamic Technology Lab
Singapore
$66K +$91.1K +18,423 New
RJA
57
Raymond James & Associates
Florida
$55K +$16.1K +3,250 +27%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$52K -$10.5K -2,119 -13%
Pacer Advisors
59
Pacer Advisors
Pennsylvania
$51K -$74.6K -15,087 -52%
EVM
60
Eaton Vance Management
Massachusetts
$43K
TA
61
Teachers Advisors
New York
$43K
BCM
62
BlueCrest Capital Management
Jersey
$43K +$59.6K +12,052 New
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$42K
ID
64
Integral Derivatives
New York
$40K +$55.8K +11,279 New
CLOS
65
Compagnie Lombard Odier SCmA
Switzerland
$38K +$52.4K +10,600 New
DWT
66
Dorsey & Whitney Trust
South Dakota
$38K +$53.1K +10,741 New
SAM
67
Silvercrest Asset Management
New York
$36K
William Blair & Company
68
William Blair & Company
Illinois
$36K +$49.7K +10,050 New
AIG
69
American International Group
New York
$29K +$193 +39 +0.5%
Public Employees Retirement Association of Colorado
70
Public Employees Retirement Association of Colorado
Colorado
$24K
SPIA
71
Steward Partners Investment Advisory
New York
$21K +$30.2K +6,100 New
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K +$11.9K +2,413 +74%
WAM
73
Wolverine Asset Management
Illinois
$19K -$198K -40,000 -88%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$14K
FANJ
75
Financial Architects (New Jersey)
New Jersey
$10K +$4.45K +900 +47%

SHLD Hedge Fund Activity: Q4 2017 in Review

105 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sears Holding Corporation (SHLD) for Q4 2017, worth a combined $223M — down 53% from $474M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SHLD and 21 opened new positions — a net loss of 6 holders — while 23 trimmed existing stakes and 32 added.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $3.92M. The largest seller was Fairholme Capital Management, cutting an estimated $21.9M.

  • 105 institutional investors held Sears Holding Corporation (SHLD) as of Q4 2017, down from 111 in Q3 2017.
  • Funds reported $223M of Sears Holding Corporation stock for Q4 2017, down 53% quarter-over-quarter.
  • 21 funds opened new Sears Holding Corporation positions in Q4 2017 and 27 closed out, a net change of -6 holders.
  • The largest Sears Holding Corporation buyer in Q4 2017 was Saba Capital Management, an estimated $3.92M added.
  • The largest Sears Holding Corporation seller in Q4 2017 was Fairholme Capital Management, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2017.