StoneMor Inc.
STON
STON was delisted on the 3rd of November, 2022.
61 hedge funds and large institutions have $77.2M invested in StoneMor Inc. in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 3 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
53% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 15
7% more capital invested
Capital invested by funds: $72.1M → $77.2M (+$5.13M)
3% more funds holding
Funds holding: 59 → 61 (+2)
23% less call options, than puts
Call options by funds: $2.65M | Put options by funds: $3.43M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.02M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$907K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$718K |
| 4 |
Renaissance Technologies
New York
|
+$665K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$661K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$614K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$543K |
| 3 |
Morgan Stanley
New York
|
-$175K |
| 4 |
WRM
Weybosset Research & Management
Province,
Rhode Island
|
-$123K |
| 5 |
FIM
Fernwood Investment Management
Quincy,
Massachusetts
|
-$86.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFA
51
Reilly Financial Advisors
La Mesa,
California
| $29K | – | – | – |
|
|
WA
52
WFG Advisors
Dallas,
Texas
| $25K | – | – | – |
|
53
US Bancorp
Minneapolis,
Minnesota
| $16K | – | – | – |
|
|
PSUF
54
People's United Financial
Bridgeport,
Connecticut
| $10K | – | – | – |
|
|
DAM
55
Delta Asset Management
Memphis,
Tennessee
| $8K | -$6.73K | -265 | -47% |
|
|
MFBTD
56
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $8K | – | – | – |
|
|
PSI
57
Pinnacle Summer Investments
Fairfax,
Virginia
| $7K | +$7.61K | +300 | New |
|
|
GT
58
Glenmede Trust
Philadelphia,
Pennsylvania
| $5K | – | – | – |
|
|
CFN
59
Cordasco Financial Network
Naples,
Florida
| $4K | +$3.55K | +140 | New |
|
|
FWM
60
Focused Wealth Management
Newburgh,
New York
| $3K | – | – | – |
|
61
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $3 | – | – | – |
|
|
FNBSF
62
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| – | -$64K | -2,500 | Closed |
|
63
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$5K | -195 | Closed |
|
|
OIA
64
Optimum Investment Advisors
Chicago,
Illinois
| – | -$3K | -120 | Closed |
|
STON Hedge Fund Activity: Q1 2014 in Review
61 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2014, worth a combined $77.2M — up 7.1% from $72.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new STON positions and 3 closed out — a net gain of 2 holders — while 23 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.02M. The largest seller was Wells Fargo, cutting an estimated $614K.
- 61 institutional investors held StoneMor Inc. (STON) as of Q1 2014, up from 59 in Q4 2013.
- Funds reported $77.2M of StoneMor Inc. stock for Q1 2014, up 7.1% quarter-over-quarter.
- 5 funds opened new StoneMor Inc. positions in Q1 2014 and 3 closed out, a net change of +2 holders.
- The largest StoneMor Inc. buyer in Q1 2014 was LPL Financial, an estimated $3.02M added.
- The largest StoneMor Inc. seller in Q1 2014 was Wells Fargo, an estimated $614K sold.
Based on aggregated 13F filings for Q1 2014.