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STON

StoneMor Inc.

Delisted

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

87 hedge funds and large institutions have $116M invested in StoneMor Inc. in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 9187 (-4)

6% less capital invested

Capital invested by funds: $124M → $116M (-$7.63M)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

82% less call options, than puts

Call options by funds: $693K | Put options by funds: $3.82M

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
16
Increased
28
Reduced
24
Closed
18
Calls
$693K
Puts
$3.82M
Net Calls
-$3.13M
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
51
Welch & Forbes
Massachusetts
$279K +$67K +2,540 +29%
DADC
52
D.A. Davidson & Co
Montana
$258K +$227K +8,600 +430%
CG
53
Cutler Group
California
$242K +$182K +6,878 +226%
OC
54
Oppenheimer & Co
New York
$213K +$10.9K +414 +5%
SMC
55
Smith, Moore & Co
Missouri
$212K +$230K +8,700 New
DMC
56
Drexel Morgan & Co
Pennsylvania
$207K
OA
57
Oxbow Advisors
Texas
$206K
MFS
58
MSI Financial Services
Massachusetts
$179K +$25.6K +970 +15%
WA
59
WFG Advisors
Texas
$149K -$11.2K -425 -7%
Citigroup
60
Citigroup
New York
$148K +$5.28K +200 +3%
FWM
61
Focused Wealth Management
New York
$87K
HCM
62
Highlander Capital Management
New Jersey
$73K -$26.4K -1,000 -25%
SAM
63
Solaris Asset Management
New York
$68K
Simplex Trading
64
Simplex Trading
Illinois
$60K +$58.6K +2,221 +858%
AWM
65
Avior Wealth Management
Nebraska
$51K
SNT
66
Security National Trust
West Virginia
$49K
TFA
67
Transamerica Financial Advisors
Florida
$40K -$5.28K -200 -11%
US Bancorp
68
US Bancorp
Minnesota
$39K +$13.8K +522 +49%
BWP
69
Baldwin Wealth Partners
Massachusetts
$37K +$39.6K +1,500 New
First Manhattan
70
First Manhattan
New York
$30K
JFA
71
JNBA Financial Advisors
Minnesota
$30K +$4.96K +188 +18%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$29K +$13.2K +500 +71%
AWM
73
AllSquare Wealth Management
New York
$24K
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23K
CPIG
75
Chicago Partners Investment Group
Illinois
$23K +$25K +946 New

STON Hedge Fund Activity: Q1 2016 in Review

87 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2016, worth a combined $116M — down 6.1% from $124M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of STON and 16 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 28 added.

The largest buyer was Nicholas Company, adding an estimated $5.15M. The largest seller was Hilton Capital Management, exiting entirely with an estimated $6.51M sold.

  • 87 institutional investors held StoneMor Inc. (STON) as of Q1 2016, down from 91 in Q4 2015.
  • Funds reported $116M of StoneMor Inc. stock for Q1 2016, down 6.1% quarter-over-quarter.
  • 16 funds opened new StoneMor Inc. positions in Q1 2016 and 18 closed out, a net change of -2 holders.
  • The largest StoneMor Inc. buyer in Q1 2016 was Nicholas Company, an estimated $5.15M added.
  • The largest StoneMor Inc. seller in Q1 2016 was Hilton Capital Management, an estimated $6.51M sold.

Based on aggregated 13F filings for Q1 2016.