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SHLD

Sears Holding Corporation
SHLD

Delisted

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

174 hedge funds and large institutions have $2.14B invested in Sears Holding Corporation in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 182174 (-8)

18% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 38

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

33% less capital invested

Capital invested by funds: $3.19B → $2.14B (-$1.05B)

34% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 64

74% less call options, than puts

Call options by funds: $77.9M | Put options by funds: $296M

Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
4.69%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
31
Increased
42
Reduced
64
Closed
38
Calls
$77.9M
Puts
$296M
Net Calls
-$218M
Net Calls Change
+$1.23B
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Fairholme Capital Management
Florida
$711M +$24.7M +640,275 +2%
RP
2
RBS Partners
Florida
$679M -$38.6M -1,000,001 -4%
HK
3
Horizon Kinetics
New York
$130M -$3.77M -97,712 -2%
State Street
4
State Street
Massachusetts
$65.4M +$11.2M +290,322 +13%
Blackstone Inc
5
Blackstone Inc
New York
$60.4M +$68.4M +1,773,212 +363%
Vanguard Group
6
Vanguard Group
Pennsylvania
$52M +$1.84M +47,662 +3%
FCM
7
Force Capital Management
New York
$48.4M -$8.59M -222,714 -11%
OA
8
Omega Advisors
New York
$42.1M +$27.3M +706,600 +81%
FCP
9
Fine Capital Partners
New York
$36.4M +$9.07M +235,196 +21%
BIT
10
BlackRock Institutional Trust
California
$28.9M -$1.28M -33,238 -3%
CAM
11
Chou Associates Management
Ontario, Canada
$23.9M
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$16.5M -$16.7M -433,606 -41%
KCM
13
Kingstown Capital Management
New York
$13.3M +$19.3M +500,000 New
First Trust Advisors
14
First Trust Advisors
Illinois
$13.2M +$19.1M +494,211 New
Renaissance Technologies
15
Renaissance Technologies
New York
$11.9M +$10.9M +282,000 +172%
GCM
16
GoodHaven Capital Management
New Jersey
$10.7M +$4.61M +119,510 +43%
HT
17
HAP Trading
New York
$10.5M -$12M -309,897 -44%
Charles Schwab
18
Charles Schwab
California
$9.45M +$6.02M +156,078 +79%
Norges Bank
19
Norges Bank
Norway
$8.98M
Deutsche Bank
20
Deutsche Bank
Germany
$8.4M +$5.72M +148,444 +89%
Bank of America
21
Bank of America
North Carolina
$8.25M +$232K +6,008 +2%
OWIM
22
Old West Investment Management
California
$8.15M -$242K -6,277 -2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$8.01M +$398K +10,323 +4%
Legal & General Group
24
Legal & General Group
United Kingdom
$6.85M -$114K -2,959 -1%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$6.5M -$4.99M -129,319 -35%

SHLD Hedge Fund Activity: Q2 2015 in Review

174 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Sears Holding Corporation (SHLD) for Q2 2015, worth a combined $2.14B — down 33% from $3.19B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SHLD and 31 opened new positions — a net loss of 7 holders — while 64 trimmed existing stakes and 42 added.

The largest buyer was Blackstone Inc, adding an estimated $68.4M. The largest seller was RBS Partners, cutting an estimated $38.6M.

  • 174 institutional investors held Sears Holding Corporation (SHLD) as of Q2 2015, down from 182 in Q1 2015.
  • Funds reported $2.14B of Sears Holding Corporation stock for Q2 2015, down 33% quarter-over-quarter.
  • 31 funds opened new Sears Holding Corporation positions in Q2 2015 and 38 closed out, a net change of -7 holders.
  • The largest Sears Holding Corporation buyer in Q2 2015 was Blackstone Inc, an estimated $68.4M added.
  • The largest Sears Holding Corporation seller in Q2 2015 was RBS Partners, an estimated $38.6M sold.

Based on aggregated 13F filings for Q2 2015.