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SHLD

Sears Holding Corporation
SHLD

Delisted

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

131 hedge funds and large institutions have $661M invested in Sears Holding Corporation in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

2% more funds holding

Funds holding: 129131 (+2)

20% less capital invested

Capital invested by funds: $822M → $661M (-$161M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

63% less call options, than puts

Call options by funds: $70M | Put options by funds: $188M

Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
26
Increased
40
Reduced
36
Closed
21
Calls
$70M
Puts
$188M
Net Calls
-$118M
Net Calls Change
-$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Fairholme Capital Management
Florida
$257M -$1.4M -123,100 -0.4%
RP
2
RBS Partners
Florida
$208M
KCM
3
Kingstown Capital Management
New York
$24.6M +$570K +50,000 +2%
FCP
4
Fine Capital Partners
New York
$22.4M -$274K -24,000 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.8M +$132K +11,575 +0.6%
State Street
6
State Street
Massachusetts
$17.9M -$1.15M -100,570 -5%
CAM
7
Chou Associates Management
Ontario, Canada
$10.5M -$3.42M -300,000 -21%
BIT
8
BlackRock Institutional Trust
California
$9.84M +$749K +65,685 +7%
SCM
9
Stonehill Capital Management
New York
$8.97M +$11M +965,759 New
OWIM
10
Old West Investment Management
California
$5.18M -$2.96M -259,831 -32%
Norges Bank
11
Norges Bank
Norway
$5.05M +$4.85M +425,492 +360%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$5M +$3.91M +342,330 +746%
FCM
13
Force Capital Management
New York
$4.67M -$691K -60,540 -11%
SC
14
Sculptor Capital
New York
$3.85M +$303K +26,600 +7%
BFA
15
BlackRock Fund Advisors
California
$3.75M +$687K +60,194 +18%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$3.7M +$603K +52,900 +15%
HK
17
Horizon Kinetics
New York
$3.42M -$19.7M -1,724,532 -82%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.2M +$102K +8,922 +3%
Group One Trading
19
Group One Trading
Illinois
$3.04M +$1.36M +118,945 +57%
Bank of America
20
Bank of America
North Carolina
$3.02M -$287K -25,178 -7%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$2.93M +$524K +45,929 +17%
GCM
22
GoodHaven Capital Management
New Jersey
$2.6M -$1.31M -114,710 -29%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.31M -$4.61M -403,803 -62%
UBS Group
24
UBS Group
Switzerland
$2.18M +$743K +65,104 +38%
PPA
25
Parametric Portfolio Associates
Washington
$1.86M +$127K +11,092 +6%

SHLD Hedge Fund Activity: Q4 2016 in Review

131 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sears Holding Corporation (SHLD) for Q4 2016, worth a combined $661M — down 20% from $822M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SHLD positions and 21 closed out — a net gain of 5 holders — while 40 added to existing stakes and 36 trimmed.

The largest buyer was Stonehill Capital Management, opening a new position worth an estimated $11M. The largest seller was Horizon Kinetics, cutting an estimated $19.7M.

  • 131 institutional investors held Sears Holding Corporation (SHLD) as of Q4 2016, up from 129 in Q3 2016.
  • Funds reported $661M of Sears Holding Corporation stock for Q4 2016, down 20% quarter-over-quarter.
  • 26 funds opened new Sears Holding Corporation positions in Q4 2016 and 21 closed out, a net change of +5 holders.
  • The largest Sears Holding Corporation buyer in Q4 2016 was Stonehill Capital Management, an estimated $11M added.
  • The largest Sears Holding Corporation seller in Q4 2016 was Horizon Kinetics, an estimated $19.7M sold.

Based on aggregated 13F filings for Q4 2016.