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STON

StoneMor Inc.

Delisted

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

91 hedge funds and large institutions have $124M invested in StoneMor Inc. in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

7% more funds holding

Funds holding: 8591 (+6)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $131M → $124M (-$6.78M)

43% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $3.4M

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
18
Increased
29
Reduced
27
Closed
12
Calls
$1.94M
Puts
$3.4M
Net Calls
-$1.46M
Net Calls Change
+$997K
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
51
Group One Trading
Illinois
$241K -$695K -24,361 -73%
WF
52
Welch & Forbes
Massachusetts
$240K +$254K +8,890 New
DMC
53
Drexel Morgan & Co
Pennsylvania
$227K +$242K +8,500 New
SBIA
54
Sheaff Brock Investment Advisors
Indiana
$225K +$240K +8,410 New
OC
55
Oppenheimer & Co
New York
$223K +$57 +2 +0%
OA
56
Oxbow Advisors
Texas
$223K +$240K +8,400 New
ICOA
57
Investment Centers of America
North Dakota
$215K -$9.38K -329 -4%
BGA
58
Belmont Global Advisors
Texas
$200K +$214K +7,500 New
WA
59
WFG Advisors
Texas
$174K +$4.25K +149 +2%
MFS
60
MSI Financial Services
Massachusetts
$170K +$14.7K +515 +9%
Citigroup
61
Citigroup
New York
$157K -$4.11K -144 -2%
IA
62
IFP Advisors
Florida
$157K +$167K +5,865 New
Citadel Advisors
63
Citadel Advisors
Florida
$124K +$132K +4,638 New
HCM
64
Highlander Capital Management
New Jersey
$107K
FWM
65
Focused Wealth Management
New York
$95K
CG
66
Cutler Group
California
$81K +$86.8K +3,044 New
SAM
67
Solaris Asset Management
New York
$75K -$14.3K -500 -15%
AWM
68
Avior Wealth Management
Nebraska
$55K -$4.28K -150 -7%
SNT
69
Security National Trust
West Virginia
$53K
DADC
70
D.A. Davidson & Co
Montana
$53K +$57K +2,000 New
TFA
71
Transamerica Financial Advisors
Florida
$49K +$51.3K +1,800 New
First Manhattan
72
First Manhattan
New York
$33K +$35.7K +1,250 New
PCM
73
Prelude Capital Management
New York
$32K
US Bancorp
74
US Bancorp
Minnesota
$29K -$230K -8,064 -88%
JFA
75
JNBA Financial Advisors
Minnesota
$28K -$2.02K -71 -6%

STON Hedge Fund Activity: Q4 2015 in Review

91 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q4 2015, worth a combined $124M — down 5.2% from $131M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new STON positions and 12 closed out — a net gain of 6 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $1.53M. The largest seller was Morgan Stanley, cutting an estimated $6.21M.

  • 91 institutional investors held StoneMor Inc. (STON) as of Q4 2015, up from 85 in Q3 2015.
  • Funds reported $124M of StoneMor Inc. stock for Q4 2015, down 5.2% quarter-over-quarter.
  • 18 funds opened new StoneMor Inc. positions in Q4 2015 and 12 closed out, a net change of +6 holders.
  • The largest StoneMor Inc. buyer in Q4 2015 was Deutsche Bank, an estimated $1.53M added.
  • The largest StoneMor Inc. seller in Q4 2015 was Morgan Stanley, an estimated $6.21M sold.

Based on aggregated 13F filings for Q4 2015.