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STON

StoneMor Inc.
STON

Delisted

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

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64 hedge funds and large institutions have $52.3M invested in StoneMor Inc. in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

23% less funds holding

Funds holding: 83 → 64 (-19)

54% less capital invested

Capital invested by funds: $113M → $52.3M (-$60.7M)

64% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 28

90% less call options, than puts

Call options by funds: $375K | Put options by funds: $3.8M

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
64
Holders Change
-19
Holders Change %
-22.89%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
20
Reduced
22
Closed
28
Calls
$375K
Puts
$3.8M
Net Calls
-$3.42M
Net Calls Change
+$986K

Top Buyers

Rank Fund Capital Flow
1
OCM
Oaktree Capital Management
California
+$17.6M
2
Morgan Stanley
Morgan Stanley
New York
+$16.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$882K
4
LPL Financial
LPL Financial
California
+$623K
5
Group One Trading
Group One Trading
Illinois
+$502K

Top Sellers

Rank Fund Capital Flow
1
NC
Nicholas Company
Wisconsin
-$8.14M
2
GXMC
Global X Management Company
New York
-$6.01M
3
ACM
Advisors Capital Management
New Jersey
-$3.9M
4
WRM
Weybosset Research & Management
Rhode Island
-$3.08M
5
NIMC
NWQ Investment Management Company
California
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$10K -$10.5K -750 -42%
SEI Investments
52
SEI Investments
Pennsylvania
$9K +$42 +3 +0.3%
WA
53
WFG Advisors
Texas
$9K +$407 +29 +3%
CBT
54
Central Bank & Trust
Kentucky
$9K +$14K +1,000 New
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K -$22.5K -1,600 -63%
CG
56
Cutler Group
California
$8K -$1.29K -92 -9%
WEC
57
Winslow Evans & Crocker
Massachusetts
$7.84K -$145K -10,356 -92%
CFN
58
Cordasco Financial Network
Florida
$7K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
PSUF
60
People's United Financial
Connecticut
$4K – – –
JFA
61
JNBA Financial Advisors
Minnesota
$3K +$2.01K +143 +95%
PG
62
Patten Group
Tennessee
$2K – – –
VIA
63
Vantage Investment Advisors
Pennsylvania
$1K – – –
NC
64
Nicholas Company
Wisconsin
– -$8.14M -325,165 Closed
GXMC
65
Global X Management Company
New York
– -$6.01M -240,179 Closed
ACM
66
Advisors Capital Management
New Jersey
– -$3.9M -155,651 Closed
NIMC
67
NWQ Investment Management Company
California
– -$2.01M -80,125 Closed
MCM
68
McKinley Capital Management
Alaska
– -$2M -79,967 Closed
GC
69
Guggenheim Capital
Illinois
– -$1.2M -48,065 Closed
TYCC
70
Texas Yale Capital Corp
Florida
– -$1.15M -45,967 Closed
BW
71
Bison Wealth
Georgia
– -$957K -38,218 Closed
SCM
72
Schnieders Capital Management
California
– -$456K -18,210 Closed
SPC
73
Sigma Planning Corp
Michigan
– -$316K -12,629 Closed
Ameriprise
74
Ameriprise
Minnesota
– -$293K -11,718 Closed
SGCA
75
Steel Grove Capital Advisors
Tennessee
– -$291K -11,608 Closed
1 2
3
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STON Hedge Fund Activity: Q4 2016 in Review

64 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q4 2016, worth a combined $52.3M — down 54% from $113M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of STON and 10 opened new positions — a net loss of 18 holders — while 22 trimmed existing stakes and 20 added.

The largest buyer was Oaktree Capital Management, opening a new position worth an estimated $17.6M. The largest seller was Nicholas Company, exiting entirely with an estimated $8.14M sold.

  • 64 institutional investors held StoneMor Inc. (STON) as of Q4 2016, down from 83 in Q3 2016.
  • Funds reported $52.3M of StoneMor Inc. stock for Q4 2016, down 54% quarter-over-quarter.
  • 10 funds opened new StoneMor Inc. positions in Q4 2016 and 28 closed out, a net change of -18 holders.
  • The largest StoneMor Inc. buyer in Q4 2016 was Oaktree Capital Management, an estimated $17.6M added.
  • The largest StoneMor Inc. seller in Q4 2016 was Nicholas Company, an estimated $8.14M sold.

Based on aggregated 13F filings for Q4 2016.