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STON

StoneMor Inc.
STON

Delisted

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

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68 hedge funds and large institutions have $51.7M invested in StoneMor Inc. in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

6% more funds holding

Funds holding: 64 → 68 (+4)

1% less capital invested

Capital invested by funds: $52.3M → $51.7M (-$626K)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

93% less call options, than puts

Call options by funds: $170K | Put options by funds: $2.38M

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
15
Reduced
22
Closed
11
Calls
$170K
Puts
$2.38M
Net Calls
-$2.21M
Net Calls Change
+$1.21M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.02M
2
AGC
Alden Global Capital
Florida
+$3.24M
3
AIA
Arrow Investment Advisors
Maryland
+$743K
4
CG
Cutler Group
California
+$709K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$590K

Top Sellers

Rank Fund Capital Flow
1
FM
Fondren Management
Texas
-$3.5M
2
Deutsche Bank
Deutsche Bank
Germany
-$773K
3
Renaissance Technologies
Renaissance Technologies
New York
-$642K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$386K
5
Group One Trading
Group One Trading
Illinois
-$315K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$252K -$163K -16,156 -34%
HighTower Advisors
27
HighTower Advisors
Illinois
$225K -$3.03K -300 -1%
Goldman Sachs
28
Goldman Sachs
New York
$225K +$287K +28,415 New
SCA
29
STALEY CAPITAL ADVISERS
Pennsylvania
$198K +$253K +25,000 New
MML Investors Services
30
MML Investors Services
Massachusetts
$197K +$252K +24,878 New
BC
31
Barnett & Company
Tennessee
$188K -$7.68K -760 -3%
VKH
32
Virtu KCG Holdings
New York
$186K +$237K +23,482 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$176K +$20.9K +2,071 +11%
Creative Planning
34
Creative Planning
Kansas
$174K -$6.4K -633 -3%
RJT
35
Raymond James Trust
Florida
$134K -$103K -10,200 -38%
LA
36
Legacy Advisors
Pennsylvania
$130K +$60.7K +6,000 +57%
AG
37
Advisor Group
Arizona
$129K -$1.71K -169 -1%
Ameriprise
38
Ameriprise
Minnesota
$126K +$161K +15,933 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$125K -$17.9K -1,766 -10%
WS
40
Wedbush Securities
California
$120K -$8.23K -814 -5%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$117K -$7.08K -700 -5%
SAM
42
Solaris Asset Management
New York
$101K -$1.01K -100 -0.8%
WRM
43
Weybosset Research & Management
Rhode Island
$82K -$30 -3 -0%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$52K – – –
Group One Trading
45
Group One Trading
Illinois
$37K -$315K -31,120 -87%
IA
46
IFP Advisors
Florida
$37K -$7.14K -706 -13%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.7K +$40.4K +4,000 New
BIG
48
Bellwether Investment Group
Tennessee
$29K +$36.5K +3,615 New
Citigroup
49
Citigroup
New York
$15K -$9.1K -900 -33%
JP Morgan Chase
50
JP Morgan Chase
New York
$14K -$12.5K -1,232 -41%
1
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STON Hedge Fund Activity: Q1 2017 in Review

68 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2017, worth a combined $51.7M — down 1.2% from $52.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new STON positions and 11 closed out — a net gain of 5 holders — while 15 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.02M. The largest seller was Fondren Management, exiting entirely with an estimated $3.5M sold.

  • 68 institutional investors held StoneMor Inc. (STON) as of Q1 2017, up from 64 in Q4 2016.
  • Funds reported $51.7M of StoneMor Inc. stock for Q1 2017, down 1.2% quarter-over-quarter.
  • 16 funds opened new StoneMor Inc. positions in Q1 2017 and 11 closed out, a net change of +5 holders.
  • The largest StoneMor Inc. buyer in Q1 2017 was Morgan Stanley, an estimated $5.02M added.
  • The largest StoneMor Inc. seller in Q1 2017 was Fondren Management, an estimated $3.5M sold.

Based on aggregated 13F filings for Q1 2017.