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STON

StoneMor Inc.

Delisted

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

61 hedge funds and large institutions have $77.2M invested in StoneMor Inc. in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

7% more capital invested

Capital invested by funds: $72.1M → $77.2M (+$5.13M)

3% more funds holding

Funds holding: 5961 (+2)

23% less call options, than puts

Call options by funds: $2.65M | Put options by funds: $3.43M

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
5
Increased
23
Reduced
15
Closed
3
Calls
$2.65M
Puts
$3.43M
Net Calls
-$779K
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$8.75M +$907K +35,747 +11%
Morgan Stanley
2
Morgan Stanley
New York
$8.7M -$175K -6,897 -2%
WPEP
3
Walnut Private Equity Partners
Nebraska
$6.29M
RJA
4
Raymond James & Associates
Florida
$6.09M +$661K +26,033 +12%
WRM
5
Weybosset Research & Management
Rhode Island
$5.59M -$123K -4,830 -2%
BGIM
6
Brandywine Global Investment Management
Pennsylvania
$4.93M
LPL Financial
7
LPL Financial
California
$4.62M +$3.02M +119,035 +185%
Wells Fargo
8
Wells Fargo
California
$4.04M -$614K -24,201 -13%
TFMS
9
Trust & Fiduciary Management Services
Massachusetts
$3.88M +$443K +17,455 +13%
ACM
10
Advisors Capital Management
New Jersey
$3.35M -$20.5K -808 -0.6%
FIM
11
Fernwood Investment Management
Massachusetts
$2.69M -$86.3K -3,400 -3%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$2.2M -$12.7K -500 -0.6%
U
13
UBS
Switzerland
$2.04M +$536K +21,121 +35%
HC
14
HHG & Company
Connecticut
$1.08M -$63.4K -2,500 -6%
Deutsche Bank
15
Deutsche Bank
Germany
$1.07M +$718K +28,302 +196%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$913K +$21.8K +860 +2%
FWCM
17
First Western Capital Management
California
$902K +$41.3K +1,626 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$900K -$33.3K -1,314 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$850K +$147K +5,811 +21%
AIA
20
Arrow Investment Advisors
Maryland
$726K +$102K +4,020 +16%
Renaissance Technologies
21
Renaissance Technologies
New York
$659K +$665K +26,219 New
BIC
22
Beach Investment Counsel
Pennsylvania
$549K
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$541K -$2.54K -100 -0.5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$516K +$226K +8,910 +77%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$467K -$543K -21,392 -54%

STON Hedge Fund Activity: Q1 2014 in Review

61 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2014, worth a combined $77.2M — up 7.1% from $72.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new STON positions and 3 closed out — a net gain of 2 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.02M. The largest seller was Wells Fargo, cutting an estimated $614K.

  • 61 institutional investors held StoneMor Inc. (STON) as of Q1 2014, up from 59 in Q4 2013.
  • Funds reported $77.2M of StoneMor Inc. stock for Q1 2014, up 7.1% quarter-over-quarter.
  • 5 funds opened new StoneMor Inc. positions in Q1 2014 and 3 closed out, a net change of +2 holders.
  • The largest StoneMor Inc. buyer in Q1 2014 was LPL Financial, an estimated $3.02M added.
  • The largest StoneMor Inc. seller in Q1 2014 was Wells Fargo, an estimated $614K sold.

Based on aggregated 13F filings for Q1 2014.