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STON

StoneMor Inc.

Delisted

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

87 hedge funds and large institutions have $116M invested in StoneMor Inc. in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 9187 (-4)

6% less capital invested

Capital invested by funds: $124M → $116M (-$7.63M)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

82% less call options, than puts

Call options by funds: $693K | Put options by funds: $3.82M

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
16
Increased
28
Reduced
24
Closed
18
Calls
$693K
Puts
$3.82M
Net Calls
-$3.13M
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Bruderman Asset Management
New York
$20K
CFN
77
Cordasco Financial Network
Florida
$19K
AIS
78
Accurate Investment Solutions
Pennsylvania
$18K +$19.8K +750 New
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$12K +$13.2K +500 New
PSUF
80
People's United Financial
Connecticut
$10K
BCMIO
81
Beacon Capital Management Inc (Ohio)
Ohio
$9K +$10K +380 New
PG
82
Patten Group
Tennessee
$7.32K
KA
83
Klingman & Associates
New York
$5K
TRCT
84
Tower Research Capital (TRC)
New York
$2K -$23.1K -877 -90%
VIA
85
Vantage Investment Advisors
Pennsylvania
$2K +$1.98K +75 New
CFA
86
Carroll Financial Associates
North Carolina
$1K +$1.32K +50 New
EWM
87
Endurance Wealth Management
Rhode Island
$22
HCM
88
Hilton Capital Management
New York
-$6.51M -243,638 Closed
MVP
89
Miller Value Partners
Florida
-$1.6M -60,000 Closed
CA
90
Cetera Advisors
Colorado
-$746K -27,913 Closed
IPC
91
Independent Portfolio Consultants
Florida
-$411K -15,385 Closed
IC
92
InterOcean Capital
Illinois
-$352K -13,175 Closed
JMPWA
93
JP Morgan Private Wealth Advisors
California
-$259K -9,693 Closed
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
-$245K -9,156 Closed
Group One Trading
95
Group One Trading
Illinois
-$238K -9,015 Closed
SBIA
96
Sheaff Brock Investment Advisors
Indiana
-$225K -8,410 Closed
ICOA
97
Investment Centers of America
North Dakota
-$215K -8,029 Closed
BGA
98
Belmont Global Advisors
Texas
-$200K -7,500 Closed
IA
99
IFP Advisors
Florida
-$157K -5,865 Closed
PCM
100
Prelude Capital Management
New York
-$32K -1,200 Closed

STON Hedge Fund Activity: Q1 2016 in Review

87 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2016, worth a combined $116M — down 6.1% from $124M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of STON and 16 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 28 added.

The largest buyer was Nicholas Company, adding an estimated $5.15M. The largest seller was Hilton Capital Management, exiting entirely with an estimated $6.51M sold.

  • 87 institutional investors held StoneMor Inc. (STON) as of Q1 2016, down from 91 in Q4 2015.
  • Funds reported $116M of StoneMor Inc. stock for Q1 2016, down 6.1% quarter-over-quarter.
  • 16 funds opened new StoneMor Inc. positions in Q1 2016 and 18 closed out, a net change of -2 holders.
  • The largest StoneMor Inc. buyer in Q1 2016 was Nicholas Company, an estimated $5.15M added.
  • The largest StoneMor Inc. seller in Q1 2016 was Hilton Capital Management, an estimated $6.51M sold.

Based on aggregated 13F filings for Q1 2016.