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STON

StoneMor Inc.

Delisted

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

81 hedge funds and large institutions have $114M invested in StoneMor Inc. in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $116M → $114M (-$2.76M)

7% less funds holding

Funds holding: 8781 (-6)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

60% less call options, than puts

Call options by funds: $2.25M | Put options by funds: $5.65M

Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
9
Increased
29
Reduced
26
Closed
15
Calls
$2.25M
Puts
$5.65M
Net Calls
-$3.4M
Net Calls Change
-$270K
Name Holding Trade Value Shares
Change
Change in
Stake
WF
51
Welch & Forbes
Massachusetts
$217K -$67.4K -2,780 -24%
DMC
52
Drexel Morgan & Co
Pennsylvania
$213K
MHS
53
M Holdings Securities
Oregon
$212K -$96.2K -3,969 -32%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$164K -$1.86M -76,860 -92%
Citigroup
55
Citigroup
New York
$142K -$9.7K -400 -7%
IA
56
IFP Advisors
Florida
$138K +$134K +5,523 New
FWM
57
Focused Wealth Management
New York
$89K
HCM
58
Highlander Capital Management
New Jersey
$75K
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63K +$38.8K +1,600 +173%
AWM
60
Avior Wealth Management
Nebraska
$52K
SNT
61
Security National Trust
West Virginia
$50K
BWP
62
Baldwin Wealth Partners
Massachusetts
$50K +$12.1K +500 +33%
FMP
63
Financial Management Professionals
Texas
$50K +$48.5K +2,000 New
SAM
64
Solaris Asset Management
New York
$45K -$24.2K -1,000 -36%
US Bancorp
65
US Bancorp
Minnesota
$45K +$4.85K +200 +13%
WA
66
WFG Advisors
Texas
$42K -$108K -4,435 -73%
JFA
67
JNBA Financial Advisors
Minnesota
$40K +$9.02K +372 +30%
First Manhattan
68
First Manhattan
New York
$31K
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$30K
AWM
70
AllSquare Wealth Management
New York
$25K
WP
71
WealthPLAN Partners
Nebraska
$24.1K +$46.5K +1,920 New
CPIG
72
Chicago Partners Investment Group
Illinois
$24K
BAM
73
Bruderman Asset Management
New York
$20K
CFN
74
Cordasco Financial Network
Florida
$20K +$121 +5 +0.6%
BIM
75
BlackRock Investment Management
Delaware
$18K +$17K +700 New

STON Hedge Fund Activity: Q2 2016 in Review

81 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q2 2016, worth a combined $114M — down 2.4% from $116M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of STON and 9 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 29 added.

The largest buyer was Nicholas Company, adding an estimated $970K. The largest seller was PNC Financial Services Group, cutting an estimated $1.86M.

  • 81 institutional investors held StoneMor Inc. (STON) as of Q2 2016, down from 87 in Q1 2016.
  • Funds reported $114M of StoneMor Inc. stock for Q2 2016, down 2.4% quarter-over-quarter.
  • 9 funds opened new StoneMor Inc. positions in Q2 2016 and 15 closed out, a net change of -6 holders.
  • The largest StoneMor Inc. buyer in Q2 2016 was Nicholas Company, an estimated $970K added.
  • The largest StoneMor Inc. seller in Q2 2016 was PNC Financial Services Group, an estimated $1.86M sold.

Based on aggregated 13F filings for Q2 2016.