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STON

StoneMor Inc.

Delisted

STON was delisted on the 3rd of November, 2022.

59 hedge funds and large institutions have $72.1M invested in StoneMor Inc. in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

29% more capital invested

Capital invested by funds: $56.1M → $72.1M (+$16M)

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

11% more funds holding

Funds holding: 5359 (+6)

60% less call options, than puts

Call options by funds: $1.73M | Put options by funds: $4.35M

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
19
Reduced
15
Closed
3
Calls
$1.73M
Puts
$4.35M
Net Calls
-$2.62M
Net Calls Change
+$457K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$369K +$7.28K +290 +2%
ICAS
27
Investors Capital Advisory Services
Massachusetts
$360K -$20K -797 -5%
FAAS
28
First Allied Advisory Services
California
$348K +$12.6K +500 +4%
VFS
29
VSR Financial Services
Kansas
$313K -$25.1K -1,000 -8%
DDC
30
DF Dent & Co
Maryland
$306K
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$297K -$108K -4,299 -27%
OC
32
Oppenheimer & Co
New York
$278K -$31.1K -1,239 -10%
RJT
33
Raymond James Trust
Florida
$252K +$7.03K +280 +3%
AIG
34
American International Group
New York
$235K -$19.8K -789 -8%
CAN
35
Cetera Advisor Networks
California
$203K +$196K +7,790 New
DADC
36
D.A. Davidson & Co
Montana
$165K +$162K +6,466 New
Ameriprise
37
Ameriprise
Minnesota
$154K -$2.51K -100 -2%
Citigroup
38
Citigroup
New York
$104K
HCM
39
Highlander Capital Management
New Jersey
$102K -$50.2K -2,000 -33%
SAM
40
Solaris Asset Management
New York
$94K
FNBSF
41
First National Bank Sioux Falls
South Dakota
$64K
Bessemer Group
42
Bessemer Group
New Jersey
$51K
SNT
43
Security National Trust
West Virginia
$51K
MFS
44
MSI Financial Services
Massachusetts
$50K +$12.6K +500 +34%
1IC
45
1919 Investment Counsel
Maryland
$41K -$25.5K -1,015 -39%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$41K +$8.99K +358 +29%
RFA
47
Reilly Financial Advisors
California
$29K
WA
48
WFG Advisors
Texas
$26K
TRCT
49
Tower Research Capital (TRC)
New York
$24K +$23.4K +930 New
EWM
50
Elite Wealth Management
Washington
$22K

STON Hedge Fund Activity: Q4 2013 in Review

59 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q4 2013, worth a combined $72.1M — up 29% from $56.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new STON positions and 3 closed out — a net gain of 7 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.01M. The largest seller was UBS, cutting an estimated $1.36M.

  • 59 institutional investors held StoneMor Inc. (STON) as of Q4 2013, up from 53 in Q3 2013.
  • Funds reported $72.1M of StoneMor Inc. stock for Q4 2013, up 29% quarter-over-quarter.
  • 10 funds opened new StoneMor Inc. positions in Q4 2013 and 3 closed out, a net change of +7 holders.
  • The largest StoneMor Inc. buyer in Q4 2013 was Wells Fargo, an estimated $1.01M added.
  • The largest StoneMor Inc. seller in Q4 2013 was UBS, an estimated $1.36M sold.

Based on aggregated 13F filings for Q4 2013.