StoneMor Inc.
STON
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.
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: 3 → 3 (0)
4% less funds holding
Funds holding: 91 → 87 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
+$5.15M |
| 2 |
Renaissance Technologies
New York
|
+$5.01M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$4.34M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.47M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$6.51M |
| 2 |
MVP
Miller Value Partners
Sarasota,
Florida
|
-$1.6M |
| 3 |
GXMC
Global X Management Company
New York
|
-$1.05M |
| 4 |
Morgan Stanley
New York
|
-$1.02M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAC
101
Asset Advisors Corp
Augusta,
Georgia
| – | -$27K | -1,000 | Closed |
|
|
PMFA
102
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$19K | -700 | Closed |
|
103
Walleye Trading
New York
| – | -$4.83K | -183 | Closed |
|
|
NFG
104
Next Financial Group
Houston,
Texas
| – | -$2K | -100 | Closed |
|
105
Barclays
London,
United Kingdom
| – | +$158 | +6 | New |
|
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.