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STON

StoneMor Inc.

Delisted

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

74 hedge funds and large institutions have $110M invested in StoneMor Inc. in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

28% more capital invested

Capital invested by funds: $85.5M → $110M (+$24.1M)

7% more funds holding

Funds holding: 6974 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

38% less call options, than puts

Call options by funds: $1.78M | Put options by funds: $2.86M

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
30
Reduced
14
Closed
8
Calls
$1.78M
Puts
$2.86M
Net Calls
-$1.08M
Net Calls Change
+$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.84M +$583K +23,438 +7%
Bank of America
2
Bank of America
North Carolina
$9.24M +$296K +11,889 +3%
WPEP
3
Walnut Private Equity Partners
Nebraska
$7.32M +$846K +34,000 +14%
Deutsche Bank
4
Deutsche Bank
Germany
$6.38M +$2.98M +119,948 +94%
WRM
5
Weybosset Research & Management
Rhode Island
$5.88M +$52.1K +2,095 +0.9%
LPL Financial
6
LPL Financial
California
$5.88M +$731K +29,398 +15%
Renaissance Technologies
7
Renaissance Technologies
New York
$5.82M +$2.85M +114,594 +103%
TFMS
8
Trust & Fiduciary Management Services
Massachusetts
$5.56M +$754K +30,301 +16%
BGIM
9
Brandywine Global Investment Management
Pennsylvania
$5.05M
GXMC
10
Global X Management Company
New York
$4.92M +$4.75M +190,780 New
Wells Fargo
11
Wells Fargo
California
$4.06M +$86.6K +3,480 +2%
U
12
UBS
Switzerland
$3.86M +$844K +33,930 +29%
ACM
13
Advisors Capital Management
New Jersey
$3.82M +$195K +7,841 +6%
RJA
14
Raymond James & Associates
Florida
$3.67M -$3M -120,562 -46%
NIMC
15
NWQ Investment Management Company
California
$2.94M +$2.84M +114,100 New
FIM
16
Fernwood Investment Management
Massachusetts
$2.79M -$54.7K -2,200 -2%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.15M -$96K -3,860 -4%
HC
18
HHG & Company
Connecticut
$2.08M +$910K +36,564 +83%
MVP
19
Miller Value Partners
Florida
$1.55M +$1.49M +60,000 New
AIA
20
Arrow Investment Advisors
Maryland
$1.45M +$421K +16,928 +43%
BC
21
Barnett & Company
Tennessee
$1.38M +$112K +4,500 +9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.04M +$32.1K +1,290 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.01M -$17.9K -719 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$969K +$3.41K +137 +0.4%
JP Morgan Chase
25
JP Morgan Chase
New York
$947K +$913K +36,700 New

STON Hedge Fund Activity: Q3 2014 in Review

74 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q3 2014, worth a combined $110M — up 28% from $85.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new STON positions and 8 closed out — a net gain of 5 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Global X Management Company, opening a new position worth an estimated $4.75M. The largest seller was Raymond James & Associates, cutting an estimated $3M.

  • 74 institutional investors held StoneMor Inc. (STON) as of Q3 2014, up from 69 in Q2 2014.
  • Funds reported $110M of StoneMor Inc. stock for Q3 2014, up 28% quarter-over-quarter.
  • 13 funds opened new StoneMor Inc. positions in Q3 2014 and 8 closed out, a net change of +5 holders.
  • The largest StoneMor Inc. buyer in Q3 2014 was Global X Management Company, an estimated $4.75M added.
  • The largest StoneMor Inc. seller in Q3 2014 was Raymond James & Associates, an estimated $3M sold.

Based on aggregated 13F filings for Q3 2014.