We are live on ! Find out more
STON

StoneMor Inc.

Delisted

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

53 hedge funds and large institutions have $56.1M invested in StoneMor Inc. in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

5% less capital invested

Capital invested by funds: $58.9M → $56.1M (-$2.87M)

17% less funds holding

Funds holding: 6453 (-11)

68% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $4.54M

83% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 12

Holders
53
Holders Change
-11
Holders Change %
-17.19%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
19
Reduced
16
Closed
12
Calls
$1.46M
Puts
$4.54M
Net Calls
-$3.08M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.92M +$1.21M +49,543 +17%
Bank of America
2
Bank of America
North Carolina
$6.47M +$2.87M +117,269 +75%
RJA
3
Raymond James & Associates
Florida
$5.61M -$681K -27,846 -11%
WRM
4
Weybosset Research & Management
Rhode Island
$5.23M +$30.2K +1,237 +0.6%
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$4.64M
Wells Fargo
6
Wells Fargo
California
$3.43M +$2.64M +107,945 +292%
TFMS
7
Trust & Fiduciary Management Services
Massachusetts
$3.04M -$282K -11,520 -8%
ACM
8
Advisors Capital Management
New Jersey
$2.89M +$716K +29,291 +31%
U
9
UBS
Switzerland
$2.7M -$72.2K -2,952 -3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$2.07M -$30.8K -1,260 -1%
LPL Financial
11
LPL Financial
California
$1.45M -$1.13M -46,294 -45%
HC
12
HHG & Company
Connecticut
$1.07M
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.05M +$694K +28,401 +178%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$834K +$22.9K +935 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$821K -$2.02M -82,592 -70%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$524K -$50.3K -2,059 -9%
BIC
17
Beach Investment Counsel
Pennsylvania
$517K +$119K +4,875 +29%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$471K +$188K +7,700 +63%
Deutsche Bank
19
Deutsche Bank
Germany
$470K -$627K -25,645 -56%
AIA
20
Arrow Investment Advisors
Maryland
$469K +$14.9K +609 +3%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$376K +$2.81K +115 +0.7%
ICAS
22
Investors Capital Advisory Services
Massachusetts
$351K +$131K +5,360 +56%
Creative Planning
23
Creative Planning
Kansas
$335K +$31.6K +1,292 +10%
VFS
24
VSR Financial Services
Kansas
$313K
FAAS
25
First Allied Advisory Services
California
$308K -$98.4K -4,025 -24%

STON Hedge Fund Activity: Q3 2013 in Review

53 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q3 2013, worth a combined $56.1M — down 4.9% from $58.9M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of STON and 2 opened new positions — a net loss of 10 holders — while 16 trimmed existing stakes and 19 added.

The largest buyer was Bank of America, adding an estimated $2.87M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.02M.

  • 53 institutional investors held StoneMor Inc. (STON) as of Q3 2013, down from 64 in Q2 2013.
  • Funds reported $56.1M of StoneMor Inc. stock for Q3 2013, down 4.9% quarter-over-quarter.
  • 2 funds opened new StoneMor Inc. positions in Q3 2013 and 12 closed out, a net change of -10 holders.
  • The largest StoneMor Inc. buyer in Q3 2013 was Bank of America, an estimated $2.87M added.
  • The largest StoneMor Inc. seller in Q3 2013 was Raymond James Financial Services Advisors, an estimated $2.02M sold.

Based on aggregated 13F filings for Q3 2013.