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STON

StoneMor Inc.

Delisted

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

69 hedge funds and large institutions have $85.5M invested in StoneMor Inc. in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

13% more funds holding

Funds holding: 6169 (+8)

11% more capital invested

Capital invested by funds: $77.2M → $85.5M (+$8.35M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

74% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $4.31M

Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
30
Reduced
12
Closed
3
Calls
$1.12M
Puts
$4.31M
Net Calls
-$3.19M
Net Calls Change
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BIC
26
Beach Investment Counsel
Pennsylvania
$552K +$22.8K +935 +4%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$521K -$2.44K -100 -0.5%
ICAS
28
Investors Capital Advisory Services
Massachusetts
$471K +$139K +5,726 +42%
CAN
29
Cetera Advisor Networks
California
$397K +$206K +8,450 +104%
RJT
30
Raymond James Trust
Florida
$383K +$144K +5,929 +60%
Creative Planning
31
Creative Planning
Kansas
$368K +$10.1K +415 +3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$346K -$19.9K -819 -5%
FAAS
33
First Allied Advisory Services
California
$336K -$4.87K -200 -1%
WEC
34
Winslow Evans & Crocker
Massachusetts
$334K -$9.5K -390 -3%
VFS
35
VSR Financial Services
Kansas
$300K
AIG
36
American International Group
New York
$281K +$18.3K +750 +7%
CA
37
Cetera Advisors
Colorado
$259K +$24.8K +1,020 +10%
OC
38
Oppenheimer & Co
New York
$245K +$12.4K +508 +5%
CS
39
Credit Suisse
Switzerland
$229K +$230K +9,444 New
NCCM
40
Nine Chapters Capital Management
New Jersey
$220K +$222K +9,100 New
DADC
41
D.A. Davidson & Co
Montana
$185K -$16K -657 -8%
Ameriprise
42
Ameriprise
Minnesota
$168K +$21.4K +880 +15%
WA
43
WFG Advisors
Texas
$165K +$141K +5,800 +580%
HCM
44
Highlander Capital Management
New Jersey
$96.9K
Citigroup
45
Citigroup
New York
$87K -$16.1K -663 -16%
SAM
46
Solaris Asset Management
New York
$85K -$1.22K -50 -1%
MFS
47
MSI Financial Services
Massachusetts
$64K +$11K +450 +20%
PCM
48
Prelude Capital Management
New York
$61K +$60.9K +2,500 New
Barclays
49
Barclays
United Kingdom
$58K +$29.2K +1,200 +100%
1IC
50
1919 Investment Counsel
Maryland
$51K

STON Hedge Fund Activity: Q2 2014 in Review

69 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q2 2014, worth a combined $85.5M — up 11% from $77.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new STON positions and 3 closed out — a net gain of 8 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.07M. The largest seller was DF Dent & Co, exiting entirely with an estimated $302K sold.

  • 69 institutional investors held StoneMor Inc. (STON) as of Q2 2014, up from 61 in Q1 2014.
  • Funds reported $85.5M of StoneMor Inc. stock for Q2 2014, up 11% quarter-over-quarter.
  • 11 funds opened new StoneMor Inc. positions in Q2 2014 and 3 closed out, a net change of +8 holders.
  • The largest StoneMor Inc. buyer in Q2 2014 was Renaissance Technologies, an estimated $2.07M added.
  • The largest StoneMor Inc. seller in Q2 2014 was DF Dent & Co, an estimated $302K sold.

Based on aggregated 13F filings for Q2 2014.