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STON

StoneMor Inc.

Delisted

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

61 hedge funds and large institutions have $77.2M invested in StoneMor Inc. in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

7% more capital invested

Capital invested by funds: $72.1M → $77.2M (+$5.13M)

3% more funds holding

Funds holding: 5961 (+2)

23% less call options, than puts

Call options by funds: $2.65M | Put options by funds: $3.43M

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
5
Increased
23
Reduced
15
Closed
3
Calls
$2.65M
Puts
$3.43M
Net Calls
-$779K
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$380K +$5.81K +229 +2%
Creative Planning
27
Creative Planning
Kansas
$371K +$7.67K +302 +2%
WEC
28
Winslow Evans & Crocker
Massachusetts
$357K -$7.61K -300 -2%
FAAS
29
First Allied Advisory Services
California
$356K +$12.7K +500 +4%
ICAS
30
Investors Capital Advisory Services
Massachusetts
$345K -$9.77K -385 -3%
VFS
31
VSR Financial Services
Kansas
$312K +$3.81K +150 +1%
DDC
32
DF Dent & Co
Maryland
$302K
AIG
33
American International Group
New York
$273K +$41.4K +1,632 +18%
RJT
34
Raymond James Trust
Florida
$248K
CA
35
Cetera Advisors
Colorado
$244K +$247K +9,715 New
OC
36
Oppenheimer & Co
New York
$242K -$32.2K -1,268 -12%
DADC
37
D.A. Davidson & Co
Montana
$208K +$46.4K +1,830 +28%
CAN
38
Cetera Advisor Networks
California
$207K +$7.61K +300 +4%
Ameriprise
39
Ameriprise
Minnesota
$152K
Citigroup
40
Citigroup
New York
$107K +$4.14K +163 +4%
TRCT
41
Tower Research Capital (TRC)
New York
$105K +$82.6K +3,256 +350%
HCM
42
Highlander Capital Management
New Jersey
$101K
SAM
43
Solaris Asset Management
New York
$89K -$3.17K -125 -3%
MFS
44
MSI Financial Services
Massachusetts
$55K +$6.34K +250 +13%
1IC
45
1919 Investment Counsel
Maryland
$53K +$12.7K +500 +32%
Bessemer Group
46
Bessemer Group
New Jersey
$51K
SNT
47
Security National Trust
West Virginia
$50K
EWM
48
Elite Wealth Management
Washington
$49K +$27.9K +1,099 +129%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$40K
Barclays
50
Barclays
United Kingdom
$30K +$30.5K +1,200 New

STON Hedge Fund Activity: Q1 2014 in Review

61 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2014, worth a combined $77.2M — up 7.1% from $72.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new STON positions and 3 closed out — a net gain of 2 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.02M. The largest seller was Wells Fargo, cutting an estimated $614K.

  • 61 institutional investors held StoneMor Inc. (STON) as of Q1 2014, up from 59 in Q4 2013.
  • Funds reported $77.2M of StoneMor Inc. stock for Q1 2014, up 7.1% quarter-over-quarter.
  • 5 funds opened new StoneMor Inc. positions in Q1 2014 and 3 closed out, a net change of +2 holders.
  • The largest StoneMor Inc. buyer in Q1 2014 was LPL Financial, an estimated $3.02M added.
  • The largest StoneMor Inc. seller in Q1 2014 was Wells Fargo, an estimated $614K sold.

Based on aggregated 13F filings for Q1 2014.