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STON

StoneMor Inc.

Delisted

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

59 hedge funds and large institutions have $72.1M invested in StoneMor Inc. in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

29% more capital invested

Capital invested by funds: $56.1M → $72.1M (+$16M)

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

11% more funds holding

Funds holding: 5359 (+6)

60% less call options, than puts

Call options by funds: $1.73M | Put options by funds: $4.35M

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
19
Reduced
15
Closed
3
Calls
$1.73M
Puts
$4.35M
Net Calls
-$2.62M
Net Calls Change
+$457K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9M +$451K +17,942 +5%
Bank of America
2
Bank of America
North Carolina
$7.96M +$961K +38,270 +14%
WPEP
3
Walnut Private Equity Partners
Nebraska
$6.38M +$6.28M +250,000 New
WRM
4
Weybosset Research & Management
Rhode Island
$5.8M +$155K +6,176 +3%
RJA
5
Raymond James & Associates
Florida
$5.51M -$527K -20,963 -9%
BGIM
6
Brandywine Global Investment Management
Pennsylvania
$5M
Wells Fargo
7
Wells Fargo
California
$4.72M +$1.01M +40,117 +28%
TFMS
8
Trust & Fiduciary Management Services
Massachusetts
$3.49M +$209K +8,310 +6%
ACM
9
Advisors Capital Management
New Jersey
$3.42M +$299K +11,892 +10%
FIM
10
Fernwood Investment Management
Massachusetts
$2.81M +$2.77M +110,221 New
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$2.24M +$6.28K +250 +0.3%
LPL Financial
12
LPL Financial
California
$1.65M +$170K +6,759 +12%
U
13
UBS
Switzerland
$1.53M -$1.36M -54,293 -47%
HC
14
HHG & Company
Connecticut
$1.16M
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.02M -$109K -4,353 -10%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$946K +$46K +1,830 +5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$905K +$18.3K +729 +2%
FWCM
18
First Western Capital Management
California
$873K +$860K +34,239 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$714K +$146K +5,808 +26%
AIA
20
Arrow Investment Advisors
Maryland
$635K +$126K +5,032 +25%
BIC
21
Beach Investment Counsel
Pennsylvania
$557K
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$551K +$45.2K +1,800 +9%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$379K +$51.4K +2,045 +16%
WEC
24
Winslow Evans & Crocker
Massachusetts
$370K +$364K +14,479 New
Deutsche Bank
25
Deutsche Bank
Germany
$369K -$136K -5,402 -27%

STON Hedge Fund Activity: Q4 2013 in Review

59 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q4 2013, worth a combined $72.1M — up 29% from $56.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new STON positions and 3 closed out — a net gain of 7 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.01M. The largest seller was UBS, cutting an estimated $1.36M.

  • 59 institutional investors held StoneMor Inc. (STON) as of Q4 2013, up from 53 in Q3 2013.
  • Funds reported $72.1M of StoneMor Inc. stock for Q4 2013, up 29% quarter-over-quarter.
  • 10 funds opened new StoneMor Inc. positions in Q4 2013 and 3 closed out, a net change of +7 holders.
  • The largest StoneMor Inc. buyer in Q4 2013 was Wells Fargo, an estimated $1.01M added.
  • The largest StoneMor Inc. seller in Q4 2013 was UBS, an estimated $1.36M sold.

Based on aggregated 13F filings for Q4 2013.