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SHLD

Sears Holding Corporation
SHLD

Delisted

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

198 hedge funds and large institutions have $3.31B invested in Sears Holding Corporation in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 146 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 215198 (-17)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

16% less capital invested

Capital invested by funds: $3.92B → $3.31B (-$613M)

17% less call options, than puts

Call options by funds: $534M | Put options by funds: $641M

47% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 36

77% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 146

Holders
198
Holders Change
-17
Holders Change %
-7.91%
% of All Funds
5.69%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
19
Increased
33
Reduced
146
Closed
36
Calls
$534M
Puts
$641M
Net Calls
-$108M
Net Calls Change
-$782M
Name Holding Trade Value Shares
Change
Change in
Stake
RP
1
RBS Partners
Florida
$1.06B -$246M -6,642,393 -19%
FCM
2
Fairholme Capital Management
Florida
$986M -$221M -5,972,940 -18%
HK
3
Horizon Kinetics
New York
$233M -$21.3M -575,809 -8%
FCP
4
Fine Capital Partners
New York
$106M +$13.3M +358,966 +14%
State Street
5
State Street
Massachusetts
$99.6M -$13.2M -356,323 -12%
Vanguard Group
6
Vanguard Group
Pennsylvania
$68.2M -$16.2M -438,870 -19%
MCM
7
Mason Capital Management
New York
$65.7M +$65.3M +1,765,214 New
BIT
8
BlackRock Institutional Trust
California
$41.5M -$13.8M -372,376 -25%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$41.3M -$9.49M -256,619 -19%
CAM
10
Chou Associates Management
Ontario, Canada
$34.3M -$7.47M -201,880 -19%
T
11
TOBAM
France
$34M -$2.94M -79,435 -8%
FCM
12
Force Capital Management
New York
$31.5M -$727K -19,649 -2%
SC
13
Sculptor Capital
New York
$28.8M +$14.8M +399,229 +106%
Blackstone Inc
14
Blackstone Inc
New York
$25.1M -$49.5M -1,338,022 -67%
Norges Bank
15
Norges Bank
Norway
$24.4M +$17.8M +481,192 +275%
Bank of America
16
Bank of America
North Carolina
$23.4M -$15.4M -417,274 -40%
BL
17
Bolton LP
Connecticut
$21.8M +$7.06M +190,893 +48%
CCP
18
Cyrus Capital Partners
New York
$21.2M -$5.41M -146,350 -20%
Morgan Stanley
19
Morgan Stanley
New York
$19.8M -$151K -4,071 -0.8%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$18M +$5.96M +161,171 +50%
KAM
21
Knightsbridge Asset Management
California
$16.4M -$4.31M -116,573 -21%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$16.1M -$24M -648,049 -60%
OWIM
23
Old West Investment Management
California
$13.5M -$634K -17,142 -5%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$12.9M -$2.97M -80,399 -19%
GCM
25
GoodHaven Capital Management
New Jersey
$12.2M -$2.85M -77,057 -19%

SHLD Hedge Fund Activity: Q2 2014 in Review

198 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Sears Holding Corporation (SHLD) for Q2 2014, worth a combined $3.31B — down 16% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of SHLD and 19 opened new positions — a net loss of 17 holders — while 146 trimmed existing stakes and 33 added.

The largest buyer was Mason Capital Management, opening a new position worth an estimated $65.3M. The largest seller was RBS Partners, cutting an estimated $246M.

  • 198 institutional investors held Sears Holding Corporation (SHLD) as of Q2 2014, down from 215 in Q1 2014.
  • Funds reported $3.31B of Sears Holding Corporation stock for Q2 2014, down 16% quarter-over-quarter.
  • 19 funds opened new Sears Holding Corporation positions in Q2 2014 and 36 closed out, a net change of -17 holders.
  • The largest Sears Holding Corporation buyer in Q2 2014 was Mason Capital Management, an estimated $65.3M added.
  • The largest Sears Holding Corporation seller in Q2 2014 was RBS Partners, an estimated $246M sold.

Based on aggregated 13F filings for Q2 2014.