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STON

StoneMor Inc.
STON

Delisted

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

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64 hedge funds and large institutions have $52.3M invested in StoneMor Inc. in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

23% less funds holding

Funds holding: 83 → 64 (-19)

54% less capital invested

Capital invested by funds: $113M → $52.3M (-$60.7M)

64% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 28

90% less call options, than puts

Call options by funds: $375K | Put options by funds: $3.8M

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
64
Holders Change
-19
Holders Change %
-22.89%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
20
Reduced
22
Closed
28
Calls
$375K
Puts
$3.8M
Net Calls
-$3.42M
Net Calls Change
+$986K

Top Buyers

Rank Fund Capital Flow
1
OCM
Oaktree Capital Management
California
+$17.6M
2
Morgan Stanley
Morgan Stanley
New York
+$16.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$882K
4
LPL Financial
LPL Financial
California
+$623K
5
Group One Trading
Group One Trading
Illinois
+$502K

Top Sellers

Rank Fund Capital Flow
1
NC
Nicholas Company
Wisconsin
-$8.14M
2
GXMC
Global X Management Company
New York
-$6.01M
3
ACM
Advisors Capital Management
New Jersey
-$3.9M
4
WRM
Weybosset Research & Management
Rhode Island
-$3.08M
5
NIMC
NWQ Investment Management Company
California
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$254K +$141K +10,076 +55%
RJT
27
Raymond James Trust
Florida
$242K +$79.2K +5,640 +26%
BC
28
Barnett & Company
Tennessee
$218K -$25.3K -1,800 -7%
Wells Fargo
29
Wells Fargo
California
$207K -$1.95M -139,201 -86%
Creative Planning
30
Creative Planning
Kansas
$201K -$85K -6,051 -21%
GCP
31
GSA Capital Partners
United Kingdom
$195K +$308K +21,923 New
First Trust Advisors
32
First Trust Advisors
Illinois
$179K +$282K +20,073 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$175K +$24.1K +1,713 +10%
MFS
34
MSI Financial Services
Massachusetts
$163K +$32K +2,276 +14%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$156K -$254K -18,053 -51%
AG
36
Advisor Group
Arizona
$147K +$26.5K +1,887 +13%
WS
37
Wedbush Securities
California
$142K +$3.93K +280 +2%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$137K -$85.7K -6,100 -28%
SAM
39
Solaris Asset Management
New York
$114K +$154K +11,000 +611%
LA
40
Legacy Advisors
Pennsylvania
$93K +$147K +10,483 New
WRM
41
Weybosset Research & Management
Rhode Island
$92K -$3.08M -219,151 -96%
OC
42
Oppenheimer & Co
New York
$90K +$19.3K +1,376 +16%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$58K – – –
IA
44
IFP Advisors
Florida
$47K +$815 +58 +1%
JP Morgan Chase
45
JP Morgan Chase
New York
$27K -$1.16M -82,726 -96%
Citigroup
46
Citigroup
New York
$25K -$44.2K -3,150 -53%
AWM
47
Avior Wealth Management
Nebraska
$18K – – –
NFG
48
Next Financial Group
Texas
$18K – – –
BWP
49
Baldwin Wealth Partners
Massachusetts
$13K -$7.02K -500 -25%
First Manhattan
50
First Manhattan
New York
$11K – – –
1
2
3 4

STON Hedge Fund Activity: Q4 2016 in Review

64 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q4 2016, worth a combined $52.3M — down 54% from $113M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of STON and 10 opened new positions — a net loss of 18 holders — while 22 trimmed existing stakes and 20 added.

The largest buyer was Oaktree Capital Management, opening a new position worth an estimated $17.6M. The largest seller was Nicholas Company, exiting entirely with an estimated $8.14M sold.

  • 64 institutional investors held StoneMor Inc. (STON) as of Q4 2016, down from 83 in Q3 2016.
  • Funds reported $52.3M of StoneMor Inc. stock for Q4 2016, down 54% quarter-over-quarter.
  • 10 funds opened new StoneMor Inc. positions in Q4 2016 and 28 closed out, a net change of -18 holders.
  • The largest StoneMor Inc. buyer in Q4 2016 was Oaktree Capital Management, an estimated $17.6M added.
  • The largest StoneMor Inc. seller in Q4 2016 was Nicholas Company, an estimated $8.14M sold.

Based on aggregated 13F filings for Q4 2016.