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STON

StoneMor Inc.

Delisted

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

68 hedge funds and large institutions have $51.7M invested in StoneMor Inc. in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

6% more funds holding

Funds holding: 6468 (+4)

1% less capital invested

Capital invested by funds: $52.3M → $51.7M (-$626K)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

93% less call options, than puts

Call options by funds: $170K | Put options by funds: $2.38M

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
15
Reduced
22
Closed
11
Calls
$170K
Puts
$2.38M
Net Calls
-$2.21M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
51
JNBA Financial Advisors
Minnesota
$14K +$15.2K +1,500 +512%
BWP
52
Baldwin Wealth Partners
Massachusetts
$12K
First Manhattan
53
First Manhattan
New York
$9K
US Bancorp
54
US Bancorp
Minnesota
$9K
SEI Investments
55
SEI Investments
Pennsylvania
$8K
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K
CFN
57
Cordasco Financial Network
Florida
$6K
Deutsche Bank
58
Deutsche Bank
Germany
$4K -$773K -76,499 -99%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$4K
PSUF
60
People's United Financial
Connecticut
$3K
ASN
61
Advisory Services Network
Georgia
$3K +$3.29K +325 New
Parallax Volatility Advisers
62
Parallax Volatility Advisers
California
$3K +$3.95K +391 New
PG
63
Patten Group
Tennessee
$2K
WA
64
WFG Advisors
Texas
$1K -$8.14K -805 -82%
VIA
65
Vantage Investment Advisors
Pennsylvania
$1K
Walleye Trading
66
Walleye Trading
New York
$29 +$37.6K +3,718 New
Renaissance Technologies
67
Renaissance Technologies
New York
-$642K -72,100 Closed
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
-$386K -43,357 Closed
GCP
69
GSA Capital Partners
United Kingdom
-$195K -21,923 Closed
First Trust Advisors
70
First Trust Advisors
Illinois
-$179K -20,073 Closed
BTS
71
BB&T Securities
Virginia
-$257K -10,290 Closed
OC
72
Oppenheimer & Co
New York
-$90K -10,111 Closed
AWM
73
Avior Wealth Management
Nebraska
-$18K -2,070 Closed
NFG
74
Next Financial Group
Texas
-$18K -2,000 Closed
FM
75
Fondren Management
Texas
-$3.5M -1,678 Closed

STON Hedge Fund Activity: Q1 2017 in Review

68 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2017, worth a combined $51.7M — down 1.2% from $52.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new STON positions and 11 closed out — a net gain of 5 holders — while 15 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.02M. The largest seller was Fondren Management, exiting entirely with an estimated $3.5M sold.

  • 68 institutional investors held StoneMor Inc. (STON) as of Q1 2017, up from 64 in Q4 2016.
  • Funds reported $51.7M of StoneMor Inc. stock for Q1 2017, down 1.2% quarter-over-quarter.
  • 16 funds opened new StoneMor Inc. positions in Q1 2017 and 11 closed out, a net change of +5 holders.
  • The largest StoneMor Inc. buyer in Q1 2017 was Morgan Stanley, an estimated $5.02M added.
  • The largest StoneMor Inc. seller in Q1 2017 was Fondren Management, an estimated $3.5M sold.

Based on aggregated 13F filings for Q1 2017.