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SHLD

Sears Holding Corporation
SHLD

Delisted

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

182 hedge funds and large institutions have $3.19B invested in Sears Holding Corporation in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 53 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $2.6B → $3.19B (+$591M)

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

1% more funds holding

Funds holding: 180182 (+2)

4% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

92% less call options, than puts

Call options by funds: $118M | Put options by funds: $1.57B

Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
4.85%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
35
Increased
55
Reduced
53
Closed
30
Calls
$118M
Puts
$1.57B
Net Calls
-$1.45B
Net Calls Change
-$391M
Name Holding Trade Value Shares
Change
Change in
Stake
RP
1
RBS Partners
Florida
$1.09B
FCM
2
Fairholme Capital Management
Florida
$1.08B -$20.2M -556,100 -2%
HK
3
Horizon Kinetics
New York
$206M -$1.39M -38,243 -0.8%
State Street
4
State Street
Massachusetts
$89.4M -$8.58M -236,072 -10%
FCM
5
Force Capital Management
New York
$84.3M +$25M +687,656 +51%
Vanguard Group
6
Vanguard Group
Pennsylvania
$78.6M +$3.47M +95,468 +5%
FCP
7
Fine Capital Partners
New York
$46.7M -$39.5M -1,087,131 -49%
BIT
8
BlackRock Institutional Trust
California
$46.2M +$2.29M +63,050 +6%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$43.5M -$4M -110,081 -9%
CAM
10
Chou Associates Management
Ontario, Canada
$37.1M
OA
11
Omega Advisors
New York
$35.9M +$31.6M +868,752 New
HT
12
HAP Trading
New York
$29M +$14.9M +409,107 +140%
Blackstone Inc
13
Blackstone Inc
New York
$20.2M +$17.8M +489,131 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$15.4M -$6.97M -191,983 -34%
Norges Bank
15
Norges Bank
Norway
$13.9M +$982K +27,033 +9%
OWIM
16
Old West Investment Management
California
$12.9M +$296K +8,151 +3%
Bank of America
17
Bank of America
North Carolina
$12.5M -$14.5M -398,952 -57%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$12M +$690K +18,989 +7%
GCM
19
GoodHaven Capital Management
New Jersey
$11.6M -$171K -4,720 -2%
AA
20
AQR Arbitrage
Connecticut
$11M +$9.64M +265,364 New
PCM
21
Prentice Capital Management
Connecticut
$10.8M +$1.38M +38,092 +17%
Legal & General Group
22
Legal & General Group
United Kingdom
$10.7M +$624K +17,188 +7%
BFA
23
BlackRock Fund Advisors
California
$9.5M +$478K +13,155 +6%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$8.51M
Charles Schwab
25
Charles Schwab
California
$8.19M +$801K +22,038 +13%

SHLD Hedge Fund Activity: Q1 2015 in Review

182 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Sears Holding Corporation (SHLD) for Q1 2015, worth a combined $3.19B — up 23% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SHLD positions and 30 closed out — a net gain of 5 holders — while 55 added to existing stakes and 53 trimmed.

The largest buyer was Omega Advisors, opening a new position worth an estimated $31.6M. The largest seller was Fine Capital Partners, cutting an estimated $39.5M.

  • 182 institutional investors held Sears Holding Corporation (SHLD) as of Q1 2015, up from 180 in Q4 2014.
  • Funds reported $3.19B of Sears Holding Corporation stock for Q1 2015, up 23% quarter-over-quarter.
  • 35 funds opened new Sears Holding Corporation positions in Q1 2015 and 30 closed out, a net change of +5 holders.
  • The largest Sears Holding Corporation buyer in Q1 2015 was Omega Advisors, an estimated $31.6M added.
  • The largest Sears Holding Corporation seller in Q1 2015 was Fine Capital Partners, an estimated $39.5M sold.

Based on aggregated 13F filings for Q1 2015.