We are live on ! Find out more
STON

StoneMor Inc.

Delisted

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

85 hedge funds and large institutions have $131M invested in StoneMor Inc. in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $134M → $131M (-$3.29M)

3% less funds holding

Funds holding: 8885 (-3)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

56% less call options, than puts

Call options by funds: $1.9M | Put options by funds: $4.36M

Holders
85
Holders Change
-3
Holders Change %
-3.41%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
35
Reduced
19
Closed
17
Calls
$1.9M
Puts
$4.36M
Net Calls
-$2.46M
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
26
Regent Investment Management
Kentucky
$1.17M +$159K +5,625 +15%
BC
27
Barnett & Company
Tennessee
$1.14M -$296K -10,450 -20%
Deutsche Bank
28
Deutsche Bank
Germany
$912K -$3.74M -132,306 -80%
Group One Trading
29
Group One Trading
Illinois
$911K +$928K +32,776 +5,463%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$909K +$57.6K +2,036 +7%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$903K +$50.2K +1,773 +6%
BIC
32
Beach Investment Counsel
Pennsylvania
$882K +$9.9K +350 +1%
LPL Financial
33
LPL Financial
California
$798K -$4.91M -173,395 -86%
CS
34
Credit Suisse
Switzerland
$769K +$363K +12,827 +83%
Marshall Wace
35
Marshall Wace
United Kingdom
$747K +$775K +27,396 New
IPC
36
Independent Portfolio Consultants
Florida
$706K +$732K +25,865 New
Goldman Sachs
37
Goldman Sachs
New York
$696K +$722K +25,510 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$662K +$549K +19,386 +399%
MCM
39
McKinley Capital Management
Alaska
$644K +$320K +11,323 +92%
SCM
40
Schnieders Capital Management
California
$636K +$14.9K +525 +2%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$601K -$111K -3,907 -15%
Creative Planning
42
Creative Planning
Kansas
$584K +$54.1K +1,912 +10%
IC
43
InterOcean Capital
Illinois
$552K -$36.1K -1,275 -6%
CAN
44
Cetera Advisor Networks
California
$492K +$17.8K +628 +4%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$436K
RJT
46
Raymond James Trust
Florida
$428K +$14.2K +500 +3%
WEC
47
Winslow Evans & Crocker
Massachusetts
$404K +$65.4K +2,312 +19%
SPC
48
Sigma Planning Corp
Michigan
$391K +$20.8K +736 +5%
FAAS
49
First Allied Advisory Services
California
$364K
CA
50
Cetera Advisors
Colorado
$352K -$393K -13,900 -52%

STON Hedge Fund Activity: Q3 2015 in Review

85 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q3 2015, worth a combined $131M — down 2.5% from $134M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of STON and 14 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 35 added.

The largest buyer was Morgan Stanley, adding an estimated $10M. The largest seller was LPL Financial, cutting an estimated $4.91M.

  • 85 institutional investors held StoneMor Inc. (STON) as of Q3 2015, down from 88 in Q2 2015.
  • Funds reported $131M of StoneMor Inc. stock for Q3 2015, down 2.5% quarter-over-quarter.
  • 14 funds opened new StoneMor Inc. positions in Q3 2015 and 17 closed out, a net change of -3 holders.
  • The largest StoneMor Inc. buyer in Q3 2015 was Morgan Stanley, an estimated $10M added.
  • The largest StoneMor Inc. seller in Q3 2015 was LPL Financial, an estimated $4.91M sold.

Based on aggregated 13F filings for Q3 2015.