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SHLD

Sears Holding Corporation
SHLD

Delisted

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

187 hedge funds and large institutions have $2.06B invested in Sears Holding Corporation in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 66 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 198187 (-11)

17% less call options, than puts

Call options by funds: $393M | Put options by funds: $476M

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

27% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 66

38% less capital invested

Capital invested by funds: $3.31B → $2.06B (-$1.25B)

38% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 29

Holders
187
Holders Change
-11
Holders Change %
-5.56%
% of All Funds
5.43%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
18
Increased
48
Reduced
66
Closed
29
Calls
$393M
Puts
$476M
Net Calls
-$82.2M
Net Calls Change
+$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RP
1
RBS Partners
Florida
$667M
FCM
2
Fairholme Capital Management
Florida
$644M +$29.2M +894,860 +3%
HK
3
Horizon Kinetics
New York
$140M -$9.85M -301,494 -5%
FCP
4
Fine Capital Partners
New York
$78.6M +$16.1M +493,786 +17%
State Street
5
State Street
Massachusetts
$62M -$1.2M -36,595 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$45.8M +$3.78M +115,800 +6%
T
7
TOBAM
France
$39M +$24.4M +745,517 +81%
BIT
8
BlackRock Institutional Trust
California
$29.4M +$4.43M +135,690 +12%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$22.9M -$4.46M -136,661 -12%
CAM
10
Chou Associates Management
Ontario, Canada
$22.7M
FCM
11
Force Capital Management
New York
$20.5M +$868K +26,568 +3%
Bank of America
12
Bank of America
North Carolina
$17.7M +$4.11M +125,730 +20%
Barclays
13
Barclays
United Kingdom
$16.3M +$16.9M +517,306 +281%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$13.9M +$5.25M +160,645 +37%
AQR Capital Management
15
AQR Capital Management
Connecticut
$13.5M +$9.01M +275,758 +92%
CCP
16
Cyrus Capital Partners
New York
$13.4M
BL
17
Bolton LP
Connecticut
$11.6M -$3.1M -94,994 -16%
SC
18
Sculptor Capital
New York
$11.3M -$9.59M -293,437 -38%
KAM
19
Knightsbridge Asset Management
California
$10.2M -$242K -7,419 -2%
OWIM
20
Old West Investment Management
California
$8.86M +$490K +15,004 +4%
BG
21
BlackRock Group
United Kingdom
$8.14M +$749K +22,921 +7%
AA
22
Antipodean Advisors
New York
$7.77M +$6.17M +188,968 +133%
GCM
23
GoodHaven Capital Management
New Jersey
$7.72M +$41.7K +1,278 +0.4%
Norges Bank
24
Norges Bank
Norway
$7.71M -$10.7M -328,078 -50%
GI
25
Greenwood Investments
Massachusetts
$6.51M

SHLD Hedge Fund Activity: Q3 2014 in Review

187 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Sears Holding Corporation (SHLD) for Q3 2014, worth a combined $2.06B — down 38% from $3.31B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SHLD and 18 opened new positions — a net loss of 11 holders — while 66 trimmed existing stakes and 48 added.

The largest buyer was Fairholme Capital Management, adding an estimated $29.2M. The largest seller was Mason Capital Management, exiting entirely with an estimated $65.7M sold.

  • 187 institutional investors held Sears Holding Corporation (SHLD) as of Q3 2014, down from 198 in Q2 2014.
  • Funds reported $2.06B of Sears Holding Corporation stock for Q3 2014, down 38% quarter-over-quarter.
  • 18 funds opened new Sears Holding Corporation positions in Q3 2014 and 29 closed out, a net change of -11 holders.
  • The largest Sears Holding Corporation buyer in Q3 2014 was Fairholme Capital Management, an estimated $29.2M added.
  • The largest Sears Holding Corporation seller in Q3 2014 was Mason Capital Management, an estimated $65.7M sold.

Based on aggregated 13F filings for Q3 2014.