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STON

StoneMor Inc.
STON

Delisted

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

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56 hedge funds and large institutions have $104M invested in StoneMor Inc. in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $72.7M → $104M (+$31M)

0% more funds holding

Funds holding: 56 → 56 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

54% less call options, than puts

Call options by funds: $726K | Put options by funds: $1.57M

59% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 27

Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
11
Reduced
27
Closed
9
Calls
$726K
Puts
$1.57M
Net Calls
-$849K
Net Calls Change
+$1.13M

Top Buyers

Rank Fund Capital Flow
1
OCM
Oaktree Capital Management
California
+$14.9M
2
ACM
Axar Capital Management
New York
+$11M
3
Morgan Stanley
Morgan Stanley
New York
+$8.33M
4
AIA
Arrow Investment Advisors
Maryland
+$230K
5
Citadel Advisors
Citadel Advisors
Florida
+$135K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.04M
2
Bank of America
Bank of America
North Carolina
-$683K
3
Citigroup
Citigroup
New York
-$481K
4
RJA
Raymond James & Associates
Florida
-$386K
5
FIM
Fernwood Investment Management
Massachusetts
-$321K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
51
Cordasco Financial Network
Florida
$5K – – –
FMII
52
Farmers & Merchants Investments Inc
Nebraska
$3K +$3.35K +500 New
RIA
53
RPG Investment Advisory
California
$2K – – –
TL
54
TrueWealth LLC
Georgia
$1K – – –
Barclays
55
Barclays
United Kingdom
$1K +$671 +100 New
PCG
56
Private Capital Group
Connecticut
$20 +$3.38K +504 New
SCA
57
STALEY CAPITAL ADVISERS
Pennsylvania
– -$163K -25,000 Closed
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
– -$79K -12,041 Closed
RJT
59
Raymond James Trust
Florida
– -$77K -11,800 Closed
SAM
60
Solaris Asset Management
New York
– -$75K -11,457 Closed
BC
61
Barnett & Company
Tennessee
– -$39K -6,000 Closed
PG
62
Patten Group
Tennessee
– -$7K -1,000 Closed
HCM
63
Highlander Capital Management
New Jersey
– -$3K -500 Closed
ASN
64
Advisory Services Network
Georgia
– -$2K -325 Closed
US Bancorp
65
US Bancorp
Minnesota
– -$1K -220 Closed
1 2
3

STON Hedge Fund Activity: Q4 2017 in Review

56 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q4 2017, worth a combined $104M — up 43% from $72.7M a quarter earlier.

Fund positioning in STON was balanced in Q4 2017: 9 funds opened new positions, 9 closed out, 11 added to existing stakes and 27 trimmed.

The largest buyer was Oaktree Capital Management, adding an estimated $14.9M. The largest seller was Susquehanna International Group, cutting an estimated $1.04M.

  • 56 institutional investors held StoneMor Inc. (STON) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $104M of StoneMor Inc. stock for Q4 2017, up 43% quarter-over-quarter.
  • 9 funds opened new StoneMor Inc. positions in Q4 2017 and 9 closed out, a net change of 0 holders.
  • The largest StoneMor Inc. buyer in Q4 2017 was Oaktree Capital Management, an estimated $14.9M added.
  • The largest StoneMor Inc. seller in Q4 2017 was Susquehanna International Group, an estimated $1.04M sold.

Based on aggregated 13F filings for Q4 2017.