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SHLD

Sears Holding Corporation
SHLD

Delisted

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

140 hedge funds and large institutions have $1.01B invested in Sears Holding Corporation in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 37

3% less funds holding

Funds holding: 144140 (-4)

7% less capital invested

Capital invested by funds: $1.09B → $1.01B (-$77.2M)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

66% less call options, than puts

Call options by funds: $53.7M | Put options by funds: $159M

Holders
140
Holders Change
-4
Holders Change %
-2.78%
% of All Funds
3.74%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
25
Increased
41
Reduced
37
Closed
28
Calls
$53.7M
Puts
$159M
Net Calls
-$105M
Net Calls Change
-$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Fairholme Capital Management
Florida
$379M +$17.9M +1,264,700 +5%
RP
2
RBS Partners
Florida
$304M
FCP
3
Fine Capital Partners
New York
$34.9M +$3.87M +274,359 +12%
KCM
4
Kingstown Capital Management
New York
$34M +$9.53M +675,000 +37%
State Street
5
State Street
Massachusetts
$31.1M +$209K +14,769 +0.7%
HK
6
Horizon Kinetics
New York
$30.8M -$4.27M -302,527 -12%
Vanguard Group
7
Vanguard Group
Pennsylvania
$26.7M +$1.54M +109,364 +6%
CAM
8
Chou Associates Management
Ontario, Canada
$19.5M +$5.65M +400,000 +39%
BIT
9
BlackRock Institutional Trust
California
$12.3M -$603K -42,732 -5%
CIM
10
Contrarius Investment Management
Jersey
$11.4M +$11.8M +835,864 New
OWIM
11
Old West Investment Management
California
$11M +$4.09M +289,443 +56%
FCM
12
Force Capital Management
New York
$9.56M -$7.25M -513,386 -42%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.17M +$6.95M +492,480 +1,433%
SC
14
Sculptor Capital
New York
$5.86M +$3.45M +244,500 +131%
GCM
15
GoodHaven Capital Management
New Jersey
$5.38M
Geode Capital Management
16
Geode Capital Management
Massachusetts
$4.55M +$53.3K +3,776 +1%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$4.53M +$1.18M +83,900 +34%
BFA
18
BlackRock Fund Advisors
California
$4.29M +$2.19M +155,368 +97%
Deutsche Bank
19
Deutsche Bank
Germany
$4.16M +$2.09M +147,897 +94%
Bank of America
20
Bank of America
North Carolina
$4.09M -$1.56M -110,330 -27%
UBS Group
21
UBS Group
Switzerland
$3.93M +$2.61M +185,141 +179%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$3.82M +$1.77M +125,194 +80%
EL
23
Elberon LLC
Texas
$3.69M
AA
24
Antipodean Advisors
New York
$3.67M -$876K -62,000 -19%
Norges Bank
25
Norges Bank
Norway
$3.6M +$3.74M +264,661 New

SHLD Hedge Fund Activity: Q2 2016 in Review

140 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sears Holding Corporation (SHLD) for Q2 2016, worth a combined $1.01B — down 7.1% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SHLD and 25 opened new positions — a net loss of 3 holders — while 37 trimmed existing stakes and 41 added.

The largest buyer was Fairholme Capital Management, adding an estimated $17.9M. The largest seller was Force Capital Management, cutting an estimated $7.25M.

  • 140 institutional investors held Sears Holding Corporation (SHLD) as of Q2 2016, down from 144 in Q1 2016.
  • Funds reported $1.01B of Sears Holding Corporation stock for Q2 2016, down 7.1% quarter-over-quarter.
  • 25 funds opened new Sears Holding Corporation positions in Q2 2016 and 28 closed out, a net change of -3 holders.
  • The largest Sears Holding Corporation buyer in Q2 2016 was Fairholme Capital Management, an estimated $17.9M added.
  • The largest Sears Holding Corporation seller in Q2 2016 was Force Capital Management, an estimated $7.25M sold.

Based on aggregated 13F filings for Q2 2016.