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STON

StoneMor Inc.

Delisted

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

66 hedge funds and large institutions have $82.3M invested in StoneMor Inc. in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more capital invested

Capital invested by funds: $51.7M → $82.3M (+$30.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 6866 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

42% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 26

73% less call options, than puts

Call options by funds: $728K | Put options by funds: $2.75M

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
15
Reduced
26
Closed
11
Calls
$728K
Puts
$2.75M
Net Calls
-$2.02M
Net Calls Change
+$197K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
26
Simplex Trading
Illinois
$253K -$135K -15,155 -36%
Creative Planning
27
Creative Planning
Kansas
$248K +$38.6K +4,333 +20%
Wells Fargo
28
Wells Fargo
California
$247K -$52.6K -5,914 -18%
Goldman Sachs
29
Goldman Sachs
New York
$246K -$21.2K -2,388 -8%
SCA
30
STALEY CAPITAL ADVISERS
Pennsylvania
$236K
VKH
31
Virtu KCG Holdings
New York
$234K +$11K +1,236 +5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$221K -$165K -18,556 -44%
BC
33
Barnett & Company
Tennessee
$205K -$17.8K -2,000 -8%
QOP
34
Quinn Opportunity Partners
Virginia
$163K -$282K -31,702 -65%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$162K -$34.4K -3,871 -18%
AIA
36
Avalon Investment & Advisory
Texas
$162K +$152K +17,100 New
RJT
37
Raymond James Trust
Florida
$160K
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$153K +$136K +15,319 +1,653%
Ameriprise
39
Ameriprise
Minnesota
$151K -$27 -3 -0%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$150K -$142K -15,975 -50%
AG
41
Advisor Group
Arizona
$142K -$10.5K -1,181 -7%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$139K
CGA
43
Crescent Grove Advisors
Illinois
$139K +$130K +14,658 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$123K -$23.6K -2,653 -17%
SAM
45
Solaris Asset Management
New York
$102K -$16.9K -1,900 -15%
LA
46
Legacy Advisors
Pennsylvania
$56K -$93.3K -10,483 -64%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$38K -$23K -2,580 -39%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.8K
IA
49
IFP Advisors
Florida
$35K -$8.15K -916 -20%
Citigroup
50
Citigroup
New York
$24K +$5.78K +650 +35%

STON Hedge Fund Activity: Q2 2017 in Review

66 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q2 2017, worth a combined $82.3M — up 59% from $51.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of STON and 9 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 15 added.

The largest buyer was Axar Capital Management, opening a new position worth an estimated $14.9M. The largest seller was Alden Global Capital, exiting entirely with an estimated $2.54M sold.

  • 66 institutional investors held StoneMor Inc. (STON) as of Q2 2017, down from 68 in Q1 2017.
  • Funds reported $82.3M of StoneMor Inc. stock for Q2 2017, up 59% quarter-over-quarter.
  • 9 funds opened new StoneMor Inc. positions in Q2 2017 and 11 closed out, a net change of -2 holders.
  • The largest StoneMor Inc. buyer in Q2 2017 was Axar Capital Management, an estimated $14.9M added.
  • The largest StoneMor Inc. seller in Q2 2017 was Alden Global Capital, an estimated $2.54M sold.

Based on aggregated 13F filings for Q2 2017.