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STON

StoneMor Inc.
STON

Delisted

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

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85 hedge funds and large institutions have $131M invested in StoneMor Inc. in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less capital invested

Capital invested by funds: $134M → $131M (-$3.29M)

3% less funds holding

Funds holding: 88 → 85 (-3)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

56% less call options, than puts

Call options by funds: $1.9M | Put options by funds: $4.36M

Holders
85
Holders Change
-3
Holders Change %
-3.41%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
14
Increased
35
Reduced
19
Closed
17
Calls
$1.9M
Puts
$4.36M
Net Calls
-$2.46M
Net Calls Change
+$1.73M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10M
2
HCM
Hilton Capital Management
New York
+$6.85M
3
NC
Nicholas Company
Wisconsin
+$1.84M
4
GC
Guggenheim Capital
Illinois
+$1.42M
5
RJA
Raymond James & Associates
Florida
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$4.91M
2
Deutsche Bank
Deutsche Bank
Germany
-$3.74M
3
CGC
Cloud Gate Capital
Illinois
-$3.67M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.3M
5
TFMS
Trust & Fiduciary Management Services
Massachusetts
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
ICAS
51
Investors Capital Advisory Services
Massachusetts
$327K -$28.4K -1,003 -8%
AIG
52
American International Group
New York
$271K +$990 +35 +0.4%
Walleye Trading
53
Walleye Trading
New York
$262K +$159K +5,620 +141%
US Bancorp
54
US Bancorp
Minnesota
$249K +$241K +8,500 +1,360%
VKH
55
Virtu KCG Holdings
New York
$240K +$249K +8,813 New
ICOA
56
Investment Centers of America
North Dakota
$227K -$10.6K -375 -4%
OC
57
Oppenheimer & Co
New York
$227K +$235K +8,313 New
WA
58
WFG Advisors
Texas
$174K +$4.33K +153 +2%
Credit Agricole
59
Credit Agricole
France
$169K +$175K +6,200 New
Citigroup
60
Citigroup
New York
$164K +$11.9K +421 +8%
MFS
61
MSI Financial Services
Massachusetts
$160K – – –
HCM
62
Highlander Capital Management
New Jersey
$109K +$99K +3,500 +700%
FWM
63
Focused Wealth Management
New York
$97K – – –
PG
64
PEAK6 Group
Illinois
$97K +$100K +3,541 New
SAM
65
Solaris Asset Management
New York
$90K – – –
AWM
66
Avior Wealth Management
Nebraska
$61K +$62.8K +2,220 New
SNT
67
Security National Trust
West Virginia
$55K – – –
TRCT
68
Tower Research Capital (TRC)
New York
$46K +$877 +31 +2%
FMP
69
Financial Management Professionals
Texas
$41K +$28.3K +1,000 +200%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$37K +$4.67K +165 +14%
PCM
71
Prelude Capital Management
New York
$33K +$34K +1,200 New
WCM
72
Windsor Capital Management
Arizona
$32K +$34K +1,200 New
JFA
73
JNBA Financial Advisors
Minnesota
$30K +$21.6K +762 +218%
AWM
74
AllSquare Wealth Management
New York
$27K – – –
BAM
75
Bruderman Asset Management
New York
$22K – – –
1 2
3
4 5

STON Hedge Fund Activity: Q3 2015 in Review

85 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q3 2015, worth a combined $131M — down 2.5% from $134M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of STON and 14 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 35 added.

The largest buyer was Morgan Stanley, adding an estimated $10M. The largest seller was LPL Financial, cutting an estimated $4.91M.

  • 85 institutional investors held StoneMor Inc. (STON) as of Q3 2015, down from 88 in Q2 2015.
  • Funds reported $131M of StoneMor Inc. stock for Q3 2015, down 2.5% quarter-over-quarter.
  • 14 funds opened new StoneMor Inc. positions in Q3 2015 and 17 closed out, a net change of -3 holders.
  • The largest StoneMor Inc. buyer in Q3 2015 was Morgan Stanley, an estimated $10M added.
  • The largest StoneMor Inc. seller in Q3 2015 was LPL Financial, an estimated $4.91M sold.

Based on aggregated 13F filings for Q3 2015.