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SHLD

Sears Holding Corporation
SHLD

Delisted

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

151 hedge funds and large institutions have $1.47B invested in Sears Holding Corporation in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 39 increasing their positions, 53 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 162151 (-11)

10% less capital invested

Capital invested by funds: $1.64B → $1.47B (-$170M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

26% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 53

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

51% less call options, than puts

Call options by funds: $113M | Put options by funds: $230M

Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
3.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
24
Increased
39
Reduced
53
Closed
33
Calls
$113M
Puts
$230M
Net Calls
-$117M
Net Calls Change
+$579M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Fairholme Capital Management
Florida
$580M +$35M +1,553,000 +6%
RP
2
RBS Partners
Florida
$459M -$247K -10,977 -0%
HK
3
Horizon Kinetics
New York
$64.3M -$29.2M -1,294,357 -29%
State Street
4
State Street
Massachusetts
$45M -$1.61M -71,318 -3%
FCP
5
Fine Capital Partners
New York
$39M +$1.95M +86,513 +5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$36.3M -$4.32M -191,686 -10%
FCM
7
Force Capital Management
New York
$32.2M -$12.3M -544,089 -26%
KCM
8
Kingstown Capital Management
New York
$20.6M
BIT
9
BlackRock Institutional Trust
California
$18.7M -$108K -4,775 -0.5%
RCM
10
Raging Capital Management
New Jersey
$12.7M +$13.9M +616,805 New
Morgan Stanley
11
Morgan Stanley
New York
$12M -$3.19M -141,542 -19%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$10.5M +$7.13M +316,392 +162%
OWIM
13
Old West Investment Management
California
$9.68M +$1.6M +71,029 +18%
Bank of America
14
Bank of America
North Carolina
$9.42M +$3.28M +145,584 +47%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$8.4M +$7.5M +332,858 +441%
GCM
16
GoodHaven Capital Management
New Jersey
$8.13M -$68.7K -3,050 -0.8%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$6.39M -$42.3K -1,877 -0.6%
Goldman Sachs
18
Goldman Sachs
New York
$5.89M +$4.97M +220,410 +332%
Charles Schwab
19
Charles Schwab
California
$5.67M -$694K -30,790 -10%
EL
20
Elberon LLC
Texas
$5.57M +$6.1M +271,000 New
SG Americas Securities
21
SG Americas Securities
New York
$5.36M +$1.58M +70,353 +37%
AA
22
Antipodean Advisors
New York
$4.87M +$3.36M +149,000 +169%
FAM
23
Foundation Asset Management
New York
$4.41M +$4.83M +214,545 New
SC
24
Sculptor Capital
New York
$3.83M -$863K -38,300 -17%
BFA
25
BlackRock Fund Advisors
California
$3.34M +$1.14M +50,785 +45%

SHLD Hedge Fund Activity: Q4 2015 in Review

151 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Sears Holding Corporation (SHLD) for Q4 2015, worth a combined $1.47B — down 10% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of SHLD and 24 opened new positions — a net loss of 9 holders — while 53 trimmed existing stakes and 39 added.

The largest buyer was Fairholme Capital Management, adding an estimated $35M. The largest seller was Horizon Kinetics, cutting an estimated $29.2M.

  • 151 institutional investors held Sears Holding Corporation (SHLD) as of Q4 2015, down from 162 in Q3 2015.
  • Funds reported $1.47B of Sears Holding Corporation stock for Q4 2015, down 10% quarter-over-quarter.
  • 24 funds opened new Sears Holding Corporation positions in Q4 2015 and 33 closed out, a net change of -9 holders.
  • The largest Sears Holding Corporation buyer in Q4 2015 was Fairholme Capital Management, an estimated $35M added.
  • The largest Sears Holding Corporation seller in Q4 2015 was Horizon Kinetics, an estimated $29.2M sold.

Based on aggregated 13F filings for Q4 2015.