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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
SMC
76
Smith, Moore & Co
Missouri
– -$245K -9,800 Closed
Allianz Asset Management
77
Allianz Asset Management
Germany
– -$222K -8,885 Closed
WF
78
Welch & Forbes
Massachusetts
– -$217K -8,650 Closed
MHS
79
M Holdings Securities
Oregon
– -$212K -8,470 Closed
FWM
80
Focused Wealth Management
New York
– -$89K -3,569 Closed
HCM
81
Highlander Capital Management
New Jersey
– -$75K -3,000 Closed
SNT
82
Security National Trust
West Virginia
– -$50K -2,000 Closed
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
– -$30K -1,200 Closed
AWM
84
AllSquare Wealth Management
New York
– -$25K -1,000 Closed
CPIG
85
Chicago Partners Investment Group
Illinois
– -$24K -946 Closed
BAM
86
Bruderman Asset Management
New York
– -$20K -800 Closed
HNB
87
Huntington National Bank
Ohio
– -$10K -400 Closed
KA
88
Klingman & Associates
New York
– -$5K -200 Closed
EWM
89
Endurance Wealth Management
Rhode Island
– -$4K -175 Closed
S
90
SignatureFD
Georgia
– -$4K -150 Closed
AIM
91
Acrospire Investment Management
Illinois
– -$3K -117 Closed
Barclays
92
Barclays
United Kingdom
– +$253 +18 New
1 2 3
4

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.