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STON

StoneMor Inc.

Delisted

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

74 hedge funds and large institutions have $110M invested in StoneMor Inc. in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

28% more capital invested

Capital invested by funds: $85.5M → $110M (+$24.1M)

7% more funds holding

Funds holding: 6974 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

38% less call options, than puts

Call options by funds: $1.78M | Put options by funds: $2.86M

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
30
Reduced
14
Closed
8
Calls
$1.78M
Puts
$2.86M
Net Calls
-$1.08M
Net Calls Change
+$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$755K -$4.45K -179 -0.6%
IC
27
InterOcean Capital
Illinois
$752K -$62.2K -2,500 -8%
RIM
28
Regent Investment Management
Kentucky
$733K +$707K +28,425 New
KAM
29
Keeley Asset Management
Illinois
$591K +$570K +22,900 New
BIC
30
Beach Investment Counsel
Pennsylvania
$587K
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$578K +$22.4K +900 +4%
Creative Planning
32
Creative Planning
Kansas
$524K +$128K +5,141 +34%
NCCM
33
Nine Chapters Capital Management
New Jersey
$485K +$241K +9,700 +107%
CAN
34
Cetera Advisor Networks
California
$427K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$416K +$45.9K +1,845 +13%
RJT
36
Raymond James Trust
Florida
$407K
FAAS
37
First Allied Advisory Services
California
$371K +$12.4K +500 +4%
WEC
38
Winslow Evans & Crocker
Massachusetts
$352K -$3.11K -125 -0.9%
VFS
39
VSR Financial Services
Kansas
$320K
CA
40
Cetera Advisors
Colorado
$277K
AIG
41
American International Group
New York
$276K -$22.1K -887 -8%
ICAS
42
Investors Capital Advisory Services
Massachusetts
$272K -$220K -8,856 -45%
OC
43
Oppenheimer & Co
New York
$235K -$25.2K -1,012 -10%
WA
44
WFG Advisors
Texas
$184K +$8.71K +350 +5%
DADC
45
D.A. Davidson & Co
Montana
$182K -$13.9K -560 -7%
Ameriprise
46
Ameriprise
Minnesota
$179K
Citigroup
47
Citigroup
New York
$115K +$21.5K +865 +24%
MFS
48
MSI Financial Services
Massachusetts
$115K +$44.8K +1,800 +68%
Walleye Trading
49
Walleye Trading
New York
$108K +$102K +4,108 +5,135%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$107K +$56.1K +2,255 +119%

STON Hedge Fund Activity: Q3 2014 in Review

74 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q3 2014, worth a combined $110M — up 28% from $85.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new STON positions and 8 closed out — a net gain of 5 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Global X Management Company, opening a new position worth an estimated $4.75M. The largest seller was Raymond James & Associates, cutting an estimated $3M.

  • 74 institutional investors held StoneMor Inc. (STON) as of Q3 2014, up from 69 in Q2 2014.
  • Funds reported $110M of StoneMor Inc. stock for Q3 2014, up 28% quarter-over-quarter.
  • 13 funds opened new StoneMor Inc. positions in Q3 2014 and 8 closed out, a net change of +5 holders.
  • The largest StoneMor Inc. buyer in Q3 2014 was Global X Management Company, an estimated $4.75M added.
  • The largest StoneMor Inc. seller in Q3 2014 was Raymond James & Associates, an estimated $3M sold.

Based on aggregated 13F filings for Q3 2014.