StoneMor Inc.
STON
STON was delisted on the 3rd of November, 2022.
59 hedge funds and large institutions have $72.1M invested in StoneMor Inc. in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
29% more capital invested
Capital invested by funds: $56.1M → $72.1M (+$16M)
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
11% more funds holding
Funds holding: 53 → 59 (+6)
60% less call options, than puts
Call options by funds: $1.73M | Put options by funds: $4.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.01M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$961K |
| 3 |
Morgan Stanley
New York
|
+$451K |
| 4 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$299K |
| 5 |
TFMS
Trust & Fiduciary Management Services
Boston,
Massachusetts
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$1.36M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$527K |
| 3 |
Group One Trading
Chicago,
Illinois
|
-$309K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$136K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$109K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| $16K | -$5.15K | -205 | -25% |
|
|
DAM
52
Delta Asset Management
Memphis,
Tennessee
| $14K | -$427 | -17 | -3% |
|
|
PSUF
53
People's United Financial
Bridgeport,
Connecticut
| $10K | – | – | – |
|
|
MFBTD
54
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $8K | +$7.54K | +300 | New |
|
|
GT
55
Glenmede Trust
Philadelphia,
Pennsylvania
| $5K | – | – | – |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | +$4.9K | +195 | New |
|
|
FWM
57
Focused Wealth Management
Newburgh,
New York
| $3K | – | – | – |
|
|
OIA
58
Optimum Investment Advisors
Chicago,
Illinois
| $3K | +$3.01K | +120 | New |
|
59
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $3 | -$15.8K | -631 | -84% |
|
|
60
Group One Trading
Chicago,
Illinois
| – | -$309K | -12,310 | Closed |
|
|
ACM
61
Antonetti Capital Management
Naples,
Florida
| – | -$28K | -1,200 | Closed |
|
|
TCOV
62
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$13K | -566 | Closed |
|
STON Hedge Fund Activity: Q4 2013 in Review
59 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q4 2013, worth a combined $72.1M — up 29% from $56.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new STON positions and 3 closed out — a net gain of 7 holders — while 19 added to existing stakes and 15 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.01M. The largest seller was UBS, cutting an estimated $1.36M.
- 59 institutional investors held StoneMor Inc. (STON) as of Q4 2013, up from 53 in Q3 2013.
- Funds reported $72.1M of StoneMor Inc. stock for Q4 2013, up 29% quarter-over-quarter.
- 10 funds opened new StoneMor Inc. positions in Q4 2013 and 3 closed out, a net change of +7 holders.
- The largest StoneMor Inc. buyer in Q4 2013 was Wells Fargo, an estimated $1.01M added.
- The largest StoneMor Inc. seller in Q4 2013 was UBS, an estimated $1.36M sold.
Based on aggregated 13F filings for Q4 2013.