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SHLDW

Sears Holdings Corporation - Warrant

Delisted

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

22 hedge funds and large institutions have $368M invested in Sears Holdings Corporation - Warrant in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $309M → $368M (+$58.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

15% less funds holding

Funds holding: 2622 (-4)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
3
Increased
5
Reduced
10
Closed
7
Calls
$385K
Puts
Net Calls
+$385K
Net Calls Change
+$385K
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Fairholme Capital Management
Florida
$160M +$60.5K +2,639 +0%
RP
2
RBS Partners
Florida
$121M
FCM
3
Force Capital Management
New York
$37.7M -$834K -36,363 -2%
HK
4
Horizon Kinetics
New York
$24.8M -$1.46M -63,519 -6%
FCP
5
Fine Capital Partners
New York
$17.3M +$551K +24,000 +4%
GCM
6
GoodHaven Capital Management
New Jersey
$1.76M -$28.6K -1,245 -2%
KAM
7
Knightsbridge Asset Management
California
$1.73M -$473K -20,607 -23%
HT
8
HAP Trading
New York
$822K -$104K -4,537 -12%
MRI
9
Mad River Investors
Massachusetts
$693K +$390 +17 +0.1%
OWIM
10
Old West Investment Management
California
$679K -$4.7K -205 -0.7%
Comerica Bank
11
Comerica Bank
Texas
$292K +$268K +11,686 New
SAA
12
Southeast Asset Advisors
Georgia
$278K
Wells Fargo
13
Wells Fargo
California
$71K -$459 -20 -0.7%
Morgan Stanley
14
Morgan Stanley
New York
$59K -$2.39K -104 -4%
UBS Group
15
UBS Group
Switzerland
$45K +$35.9K +1,565 +715%
Bank of America
16
Bank of America
North Carolina
$22K +$3.62K +158 +22%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$21K -$3.21K -140 -14%
CAM
18
Chou Associates Management
Ontario, Canada
$15K +$13.3K +581 New
Canada Life
19
Canada Life
Manitoba, Canada
$5K
WA
20
WFG Advisors
Texas
$4K -$803 -35 -18%
NSIM
21
North Star Investment Management
Illinois
$2K
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$1K +$780 +34 New
MIG
23
Mariner Investment Group
New York
-$552K -26,399 Closed
Goldman Sachs
24
Goldman Sachs
New York
-$452K -21,653 Closed
PCM
25
Prentice Capital Management
Connecticut
-$303K -13,201 Closed

SHLDW Hedge Fund Activity: Q1 2015 in Review

22 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Sears Holdings Corporation - Warrant (SHLDW) for Q1 2015, worth a combined $368M — up 19% from $309M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SHLDW and 3 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 5 added.

The largest buyer was Fine Capital Partners, adding an estimated $551K. The largest seller was Horizon Kinetics, cutting an estimated $1.46M.

  • 22 institutional investors held Sears Holdings Corporation - Warrant (SHLDW) as of Q1 2015, down from 26 in Q4 2014.
  • Funds reported $368M of Sears Holdings Corporation - Warrant stock for Q1 2015, up 19% quarter-over-quarter.
  • 3 funds opened new Sears Holdings Corporation - Warrant positions in Q1 2015 and 7 closed out, a net change of -4 holders.
  • The largest Sears Holdings Corporation - Warrant buyer in Q1 2015 was Fine Capital Partners, an estimated $551K added.
  • The largest Sears Holdings Corporation - Warrant seller in Q1 2015 was Horizon Kinetics, an estimated $1.46M sold.

Based on aggregated 13F filings for Q1 2015.