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SHLD

Sears Holding Corporation
SHLD

Delisted

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

96 hedge funds and large institutions have $159M invested in Sears Holding Corporation in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 10596 (-9)

14% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $26.4M

17% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 30

29% less capital invested

Capital invested by funds: $223M → $159M (-$64.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
96
Holders Change
-9
Holders Change %
-8.57%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
9
Increased
25
Reduced
30
Closed
18
Calls
$22.8M
Puts
$26.4M
Net Calls
-$3.57M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RP
1
RBS Partners
Florida
$54.8M
FCM
2
Fairholme Capital Management
Florida
$46.7M -$17.8M -6,584,504 -27%
FCP
3
Fine Capital Partners
New York
$5.67M -$2.03M -752,700 -26%
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$4.9M +$3.21M +1,188,400 +183%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.75M -$1.2M -444,502 -20%
MC
6
Maverick Capital
Texas
$3.29M +$3.33M +1,232,520 New
State Street
7
State Street
Massachusetts
$3.2M -$140K -51,911 -4%
SCM
8
Saba Capital Management
New York
$3.15M +$1.05M +387,125 +49%
BlackRock
9
BlackRock
New York
$3.11M -$38.6K -14,266 -1%
CAM
10
Chou Associates Management
Ontario, Canada
$3.02M
NCM
11
Nantahala Capital Management
Connecticut
$2.81M +$2.85M +1,052,490 New
Invesco
12
Invesco
Georgia
$2.62M +$2.35M +868,972 +773%
SG Americas Securities
13
SG Americas Securities
New York
$2.26M +$1.96M +726,231 +608%
CCP
14
Cyrus Capital Partners
New York
$2.06M
Morgan Stanley
15
Morgan Stanley
New York
$1.92M +$855K +316,291 +79%
QIM
16
Quantitative Investment Management
Virginia
$1.14M +$1.08M +401,200 +1,611%
FCM
17
Force Capital Management
New York
$1.12M +$400K +147,802 +54%
PPA
18
Parametric Portfolio Associates
Washington
$1.11M -$21.1K -7,810 -2%
OWIM
19
Old West Investment Management
California
$1.06M -$10.4K -3,850 -1%
KBC Group
20
KBC Group
Belgium
$933K +$944K +349,289 New
Deutsche Bank
21
Deutsche Bank
Germany
$872K +$530K +195,965 +150%
Bank of America
22
Bank of America
North Carolina
$855K -$121K -44,608 -12%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$764K +$11K +4,085 +1%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$720K -$506K -187,112 -41%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$593K -$44.3K -16,369 -7%

SHLD Hedge Fund Activity: Q1 2018 in Review

96 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Sears Holding Corporation (SHLD) for Q1 2018, worth a combined $159M — down 29% from $223M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SHLD and 9 opened new positions — a net loss of 9 holders — while 30 trimmed existing stakes and 25 added.

The largest buyer was Maverick Capital, opening a new position worth an estimated $3.33M. The largest seller was Fairholme Capital Management, cutting an estimated $17.8M.

  • 96 institutional investors held Sears Holding Corporation (SHLD) as of Q1 2018, down from 105 in Q4 2017.
  • Funds reported $159M of Sears Holding Corporation stock for Q1 2018, down 29% quarter-over-quarter.
  • 9 funds opened new Sears Holding Corporation positions in Q1 2018 and 18 closed out, a net change of -9 holders.
  • The largest Sears Holding Corporation buyer in Q1 2018 was Maverick Capital, an estimated $3.33M added.
  • The largest Sears Holding Corporation seller in Q1 2018 was Fairholme Capital Management, an estimated $17.8M sold.

Based on aggregated 13F filings for Q1 2018.