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SHLD

Sears Holding Corporation
SHLD

Delisted

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

180 hedge funds and large institutions have $2.6B invested in Sears Holding Corporation in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 28 increasing their positions, 113 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $2.06B → $2.6B (+$545M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

10% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 42

4% less funds holding

Funds holding: 187180 (-7)

64% less call options, than puts

Call options by funds: $583M | Put options by funds: $1.64B

75% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 113

Holders
180
Holders Change
-7
Holders Change %
-3.74%
% of All Funds
4.8%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
38
Increased
28
Reduced
113
Closed
42
Calls
$583M
Puts
$1.64B
Net Calls
-$1.06B
Net Calls Change
-$975M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Fairholme Capital Management
Florida
$875M -$27.6M -840,353 -3%
RP
2
RBS Partners
Florida
$872M -$63.9M -1,948,025 -7%
HK
3
Horizon Kinetics
New York
$165M -$31M -944,535 -16%
State Street
4
State Street
Massachusetts
$79M -$7.92M -241,641 -9%
FCP
5
Fine Capital Partners
New York
$73.1M -$37M -1,128,557 -34%
Vanguard Group
6
Vanguard Group
Pennsylvania
$59.5M -$4.68M -142,779 -7%
FCM
7
Force Capital Management
New York
$44.5M +$15.6M +476,311 +55%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$38.3M +$18.6M +568,521 +96%
Barclays
9
Barclays
United Kingdom
$35M +$12.8M +391,654 +56%
BIT
10
BlackRock Institutional Trust
California
$34.7M -$6.45M -196,718 -16%
CAM
11
Chou Associates Management
Ontario, Canada
$29.6M +$1.09M +33,357 +4%
Bank of America
12
Bank of America
North Carolina
$23.1M -$1.73M -52,795 -7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$18.6M -$13.4M -409,550 -42%
Morgan Stanley
14
Morgan Stanley
New York
$17.7M +$12.7M +388,772 +265%
AQR Capital Management
15
AQR Capital Management
Connecticut
$16.2M -$2.71M -82,781 -14%
SC
16
Sculptor Capital
New York
$11.8M -$4.06M -123,710 -26%
Norges Bank
17
Norges Bank
Norway
$10.2M -$621K -18,930 -6%
OWIM
18
Old West Investment Management
California
$10M -$2.41M -73,560 -20%
HT
19
HAP Trading
New York
$9.65M +$8.91M +271,765 +1,312%
GCM
20
GoodHaven Capital Management
New Jersey
$9.38M -$1.45M -44,148 -13%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$8.92M +$465K +14,175 +6%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$8.51M -$559K -17,042 -6%
KAM
23
Knightsbridge Asset Management
California
$8.44M -$5.84M -178,249 -41%
Legal & General Group
24
Legal & General Group
United Kingdom
$7.99M -$314K -9,570 -4%
PCM
25
Prentice Capital Management
Connecticut
$7.33M +$7.28M +222,094 New

SHLD Hedge Fund Activity: Q4 2014 in Review

180 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Sears Holding Corporation (SHLD) for Q4 2014, worth a combined $2.6B — up 26% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of SHLD and 38 opened new positions — a net loss of 4 holders — while 113 trimmed existing stakes and 28 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $18.6M. The largest seller was RBS Partners, cutting an estimated $63.9M.

  • 180 institutional investors held Sears Holding Corporation (SHLD) as of Q4 2014, down from 187 in Q3 2014.
  • Funds reported $2.6B of Sears Holding Corporation stock for Q4 2014, up 26% quarter-over-quarter.
  • 38 funds opened new Sears Holding Corporation positions in Q4 2014 and 42 closed out, a net change of -4 holders.
  • The largest Sears Holding Corporation buyer in Q4 2014 was D.E. Shaw & Co, an estimated $18.6M added.
  • The largest Sears Holding Corporation seller in Q4 2014 was RBS Partners, an estimated $63.9M sold.

Based on aggregated 13F filings for Q4 2014.