StoneMor Inc.
STON
STON was delisted on the 3rd of November, 2022.
52 hedge funds and large institutions have $111M invested in StoneMor Inc. in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 11 closing their positions.
7% more capital invested
Capital invested by funds: $104M → $111M (+$7.68M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
7% less funds holding
Funds holding: 56 → 52 (-4)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
53% less call options, than puts
Call options by funds: $408K | Put options by funds: $863K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
+$3.52M |
| 2 |
ACM
Axar Capital Management
New York
|
+$3.22M |
| 3 |
Morgan Stanley
New York
|
+$2.32M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.6M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$777K |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$472K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$406K |
| 4 |
RIM
Regent Investment Management
Louisville,
Kentucky
|
-$192K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$104K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
51
RPG Investment Advisory
Pleasanton,
California
| $2K | – | – | – |
|
|
TL
52
TrueWealth LLC
Atlanta,
Georgia
| $1K | – | – | – |
|
|
JMPWA
53
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$472K | -72,008 | Closed |
|
|
RIM
54
Regent Investment Management
Louisville,
Kentucky
| – | -$192K | -29,307 | Closed |
|
|
55
Ameriprise
Minneapolis,
Minnesota
| – | -$104K | -15,908 | Closed |
|
|
CG
56
Cutler Group
San Francisco,
California
| – | -$103K | -15,710 | Closed |
|
57
MML Investors Services
Springfield,
Massachusetts
| – | -$83K | -12,659 | Closed |
|
58
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$72K | -10,900 | Closed |
|
|
PG
59
PEAK6 Group
Chicago,
Illinois
| – | -$70K | -10,727 | Closed |
|
60
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$26K | -4,000 | Closed |
|
61
JP Morgan Chase
New York
| – | -$20K | -3,100 | Closed |
|
|
AFNAS
62
American Financial Network Advisory Services
Calabasas,
California
| – | -$8K | -1,210 | Closed |
|
63
Barclays
London,
United Kingdom
| – | -$1K | -100 | Closed |
|
STON Hedge Fund Activity: Q1 2018 in Review
52 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2018, worth a combined $111M — up 7.4% from $104M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of STON and 7 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 14 added.
The largest buyer was Oaktree Capital Management, adding an estimated $3.52M. The largest seller was LPL Financial, cutting an estimated $777K.
- 52 institutional investors held StoneMor Inc. (STON) as of Q1 2018, down from 56 in Q4 2017.
- Funds reported $111M of StoneMor Inc. stock for Q1 2018, up 7.4% quarter-over-quarter.
- 7 funds opened new StoneMor Inc. positions in Q1 2018 and 11 closed out, a net change of -4 holders.
- The largest StoneMor Inc. buyer in Q1 2018 was Oaktree Capital Management, an estimated $3.52M added.
- The largest StoneMor Inc. seller in Q1 2018 was LPL Financial, an estimated $777K sold.
Based on aggregated 13F filings for Q1 2018.