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SHOS

Sears Hometown and Outlet Stores, Inc.
SHOS

Delisted

SHOS was delisted on the 23rd of October, 2019.

70 hedge funds and large institutions have $89.4M invested in Sears Hometown and Outlet Stores, Inc. in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

4% more funds holding

Funds holding: 6770 (+3)

13% less capital invested

Capital invested by funds: $103M → $89.4M (-$13.2M)

20% less call options, than puts

Call options by funds: $325K | Put options by funds: $405K

22% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 27

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
11
Increased
21
Reduced
27
Closed
7
Calls
$325K
Puts
$405K
Net Calls
-$80K
Net Calls Change
+$138K
Name Holding Trade Value Shares
Change
Change in
Stake
BG
51
BlackRock Group
United Kingdom
$87K -$820 -100 -0.9%
Charles Schwab
52
Charles Schwab
California
$87K +$4.79K +585 +6%
EMG
53
Ellington Management Group
Connecticut
$87K +$88.7K +10,818 New
Walleye Trading
54
Walleye Trading
New York
$86K +$64.5K +7,870 +271%
Fuller & Thaler Asset Management
55
Fuller & Thaler Asset Management
California
$48K +$49.2K +6,000 New
BIM
56
BlackRock Investment Management
Delaware
$17K +$1.23K +150 +7%
Citigroup
57
Citigroup
New York
$16K -$1.93K -235 -10%
UBS Group
58
UBS Group
Switzerland
$15K +$15.4K +1,881 New
Federated Hermes
59
Federated Hermes
Pennsylvania
$13K +$4.83K +589 +58%
CAM
60
Chou Associates Management
Ontario, Canada
$10.6K
TRCT
61
Tower Research Capital (TRC)
New York
$9K -$13.1K -1,596 -60%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$9K -$2.39K -292 -19%
Simplex Trading
63
Simplex Trading
Illinois
$5K -$4.92K -600 -47%
Creative Planning
64
Creative Planning
Kansas
$3K
JP Morgan Chase
65
JP Morgan Chase
New York
$2K +$1.95K +238 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$1K
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5
Goldman Sachs
68
Goldman Sachs
New York
-$324K -40,460 Closed
FPA
69
First Pacific Advisors
California
-$111K -13,900 Closed
MAM
70
Martingale Asset Management
Massachusetts
-$83K -10,316 Closed
Baillie Gifford & Co
71
Baillie Gifford & Co
United Kingdom
-$18K -2,200 Closed
Barclays
72
Barclays
United Kingdom
-$14.8K -1,800 -98%
Group One Trading
73
Group One Trading
Illinois
-$13.1K -1,600 Closed
WA
74
WFG Advisors
Texas
-$2K -196 Closed
IA
75
IFP Advisors
Florida
+$303 +37 New

SHOS Hedge Fund Activity: Q4 2015 in Review

70 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Sears Hometown and Outlet Stores, Inc. (SHOS) for Q4 2015, worth a combined $89.4M — down 13% from $103M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SHOS positions and 7 closed out — a net gain of 4 holders — while 21 added to existing stakes and 27 trimmed.

The largest buyer was Fairholme Capital Management, adding an estimated $3M. The largest seller was TFS Capital, cutting an estimated $1.72M.

  • 70 institutional investors held Sears Hometown and Outlet Stores, Inc. (SHOS) as of Q4 2015, up from 67 in Q3 2015.
  • Funds reported $89.4M of Sears Hometown and Outlet Stores, Inc. stock for Q4 2015, down 13% quarter-over-quarter.
  • 11 funds opened new Sears Hometown and Outlet Stores, Inc. positions in Q4 2015 and 7 closed out, a net change of +4 holders.
  • The largest Sears Hometown and Outlet Stores, Inc. buyer in Q4 2015 was Fairholme Capital Management, an estimated $3M added.
  • The largest Sears Hometown and Outlet Stores, Inc. seller in Q4 2015 was TFS Capital, an estimated $1.72M sold.

Based on aggregated 13F filings for Q4 2015.