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STON

StoneMor Inc.
STON

Delisted

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

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52 hedge funds and large institutions have $111M invested in StoneMor Inc. in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $104M → $111M (+$7.68M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

7% less funds holding

Funds holding: 56 → 52 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

53% less call options, than puts

Call options by funds: $408K | Put options by funds: $863K

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
14
Reduced
15
Closed
11
Calls
$408K
Puts
$863K
Net Calls
-$455K
Net Calls Change
+$394K

Top Buyers

Rank Fund Capital Flow
1
OCM
Oaktree Capital Management
California
+$3.52M
2
ACM
Axar Capital Management
New York
+$3.22M
3
Morgan Stanley
Morgan Stanley
New York
+$2.32M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.6M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$1.6M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$777K
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$472K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$406K
4
RIM
Regent Investment Management
Kentucky
-$192K
5
Ameriprise
Ameriprise
Minnesota
-$104K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$142K +$4.69K +792 +4%
CAN
27
Cetera Advisor Networks
California
$118K – – –
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114K – – –
CGA
29
Crescent Grove Advisors
Illinois
$111K – – –
STA
30
Summit Trail Advisors
New York
$111K – – –
CWSR
31
Chessman Wealth Strategies RIA
Texas
$108K -$2.68K -453 -3%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$91K – – –
QOP
33
Quinn Opportunity Partners
Virginia
$90K – – –
SFI
34
Susquehanna Fundamental Investments
Pennsylvania
$86K +$81.7K +13,800 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$81K -$7.54K -1,274 -9%
AG
36
Advisor Group
Arizona
$70K -$14.3K -2,414 -18%
Simplex Trading
37
Simplex Trading
Illinois
$65K -$25.1K -4,244 -29%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$62K -$15.2K -2,573 -21%
Wells Fargo
39
Wells Fargo
California
$56K -$38.8K -6,561 -42%
PCG
40
Private Capital Group
Connecticut
$19K +$14.8K +2,496 +495%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.6K – – –
Citigroup
42
Citigroup
New York
$11K – – –
IA
43
IFP Advisors
Florida
$11K – – –
JFA
44
JNBA Financial Advisors
Minnesota
$11K – – –
SEI Investments
45
SEI Investments
Pennsylvania
$9K -$7.91K -1,336 -47%
SPIA
46
Steward Partners Investment Advisory
New York
$9K +$8.88K +1,500 New
CFN
47
Cordasco Financial Network
Florida
$5K – – –
FMII
48
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
PFPT
49
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K +$2.96K +500 New
APA
50
American Portfolios Advisors
New York
$2.67K -$3.55K -600 -58%
1
2
3

STON Hedge Fund Activity: Q1 2018 in Review

52 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2018, worth a combined $111M — up 7.4% from $104M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of STON and 7 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was Oaktree Capital Management, adding an estimated $3.52M. The largest seller was LPL Financial, cutting an estimated $777K.

  • 52 institutional investors held StoneMor Inc. (STON) as of Q1 2018, down from 56 in Q4 2017.
  • Funds reported $111M of StoneMor Inc. stock for Q1 2018, up 7.4% quarter-over-quarter.
  • 7 funds opened new StoneMor Inc. positions in Q1 2018 and 11 closed out, a net change of -4 holders.
  • The largest StoneMor Inc. buyer in Q1 2018 was Oaktree Capital Management, an estimated $3.52M added.
  • The largest StoneMor Inc. seller in Q1 2018 was LPL Financial, an estimated $777K sold.

Based on aggregated 13F filings for Q1 2018.