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STON

StoneMor Inc.

Delisted

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

47 hedge funds and large institutions have $109M invested in StoneMor Inc. in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $111M → $109M (-$2.27M)

10% less funds holding

Funds holding: 5247 (-5)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

52% less call options, than puts

Call options by funds: $576K | Put options by funds: $1.2M

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
11
Reduced
17
Closed
10
Calls
$576K
Puts
$1.2M
Net Calls
-$619K
Net Calls Change
-$164K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$106K -$96.1K -15,872 -47%
CWSR
27
Chessman Wealth Strategies RIA
Texas
$103K -$2.28K -377 -2%
QOP
28
Quinn Opportunity Partners
Virginia
$87K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$85K +$25.1K +4,155 +42%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$81K
CCA
31
Conservest Capital Advisors
Pennsylvania
$78K -$744K -122,848 -90%
SFI
32
Susquehanna Fundamental Investments
Pennsylvania
$68K -$15.1K -2,500 -18%
GC
33
Grace Capital
Massachusetts
$53K +$52.7K +8,700 New
Wells Fargo
34
Wells Fargo
California
$40K -$14.3K -2,359 -26%
AG
35
Advisor Group
Arizona
$27K -$41.3K -6,817 -60%
Group One Trading
36
Group One Trading
Illinois
$21K +$21.4K +3,538 New
PCG
37
Private Capital Group
Connecticut
$18K
TWA
38
TCI Wealth Advisors
Arizona
$12K
IA
39
IFP Advisors
Florida
$11K +$1.03K +170 +10%
Citigroup
40
Citigroup
New York
$10K
SPIA
41
Steward Partners Investment Advisory
New York
$8K -$1.5K -248 -17%
CFN
42
Cordasco Financial Network
Florida
$4K
FMII
43
Farmers & Merchants Investments Inc
Nebraska
$3K
PFPT
44
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K
APA
45
American Portfolios Advisors
New York
$2.6K
TL
46
TrueWealth LLC
Georgia
$1K
S
47
SignatureFD
Georgia
$1K +$908 +150 New
AIA
48
Arrow Investment Advisors
Maryland
-$631K -101,677 Closed
VF
49
Virtu Financial
New York
-$230K -36,989 Closed
CAG
50
Csenge Advisory Group
Florida
-$195K -31,467 Closed

STON Hedge Fund Activity: Q2 2018 in Review

47 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q2 2018, worth a combined $109M — down 2% from $111M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of STON and 5 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 11 added.

The largest buyer was Verition Fund Management, adding an estimated $2.36M. The largest seller was Bank of America, cutting an estimated $959K.

  • 47 institutional investors held StoneMor Inc. (STON) as of Q2 2018, down from 52 in Q1 2018.
  • Funds reported $109M of StoneMor Inc. stock for Q2 2018, down 2% quarter-over-quarter.
  • 5 funds opened new StoneMor Inc. positions in Q2 2018 and 10 closed out, a net change of -5 holders.
  • The largest StoneMor Inc. buyer in Q2 2018 was Verition Fund Management, an estimated $2.36M added.
  • The largest StoneMor Inc. seller in Q2 2018 was Bank of America, an estimated $959K sold.

Based on aggregated 13F filings for Q2 2018.