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STON

StoneMor Inc.

Delisted

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

78 hedge funds and large institutions have $108M invested in StoneMor Inc. in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

5% more funds holding

Funds holding: 7478 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $110M → $108M (-$1.29M)

90% less call options, than puts

Call options by funds: $343K | Put options by funds: $3.48M

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
23
Reduced
20
Closed
8
Calls
$343K
Puts
$3.48M
Net Calls
-$3.14M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.4M +$555K +21,443 +6%
Bank of America
2
Bank of America
North Carolina
$9.18M -$57.6K -2,225 -0.6%
WPEP
3
Walnut Private Equity Partners
Nebraska
$7.5M +$181K +7,000 +2%
GXMC
4
Global X Management Company
New York
$6.88M +$1.98M +76,332 +40%
WRM
5
Weybosset Research & Management
Rhode Island
$5.97M +$95.3K +3,679 +2%
TFMS
6
Trust & Fiduciary Management Services
Massachusetts
$5.38M -$169K -6,530 -3%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$5.05M
LPL Financial
8
LPL Financial
California
$4.9M -$1.03M -39,738 -17%
Deutsche Bank
9
Deutsche Bank
Germany
$4.21M -$2.17M -83,958 -34%
Wells Fargo
10
Wells Fargo
California
$4.16M +$105K +4,037 +3%
UBS Group
11
UBS Group
Switzerland
$3.87M +$3.89M +150,115 New
ACM
12
Advisors Capital Management
New Jersey
$3.79M -$23.9K -923 -0.6%
Renaissance Technologies
13
Renaissance Technologies
New York
$3.54M -$2.29M -88,400 -39%
RJA
14
Raymond James & Associates
Florida
$3.13M -$535K -20,657 -15%
FIM
15
Fernwood Investment Management
Massachusetts
$2.78M -$5.18K -200 -0.2%
NIMC
16
NWQ Investment Management Company
California
$2.77M -$170K -6,575 -6%
HC
17
HHG & Company
Connecticut
$2.23M +$155K +6,000 +7%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.15M
MVP
19
Miller Value Partners
Florida
$1.55M
BC
20
Barnett & Company
Tennessee
$1.42M +$33.7K +1,300 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.09M +$82.7K +3,192 +8%
RIM
22
Regent Investment Management
Kentucky
$1.09M +$363K +14,030 +49%
AIA
23
Arrow Investment Advisors
Maryland
$1.09M -$362K -13,984 -25%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.04M +$10.6K +408 +1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$954K -$14.8K -573 -2%

STON Hedge Fund Activity: Q4 2014 in Review

78 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q4 2014, worth a combined $108M — down 1.2% from $110M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new STON positions and 8 closed out — a net gain of 7 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Global X Management Company, adding an estimated $1.98M. The largest seller was Renaissance Technologies, cutting an estimated $2.29M.

  • 78 institutional investors held StoneMor Inc. (STON) as of Q4 2014, up from 74 in Q3 2014.
  • Funds reported $108M of StoneMor Inc. stock for Q4 2014, down 1.2% quarter-over-quarter.
  • 15 funds opened new StoneMor Inc. positions in Q4 2014 and 8 closed out, a net change of +7 holders.
  • The largest StoneMor Inc. buyer in Q4 2014 was Global X Management Company, an estimated $1.98M added.
  • The largest StoneMor Inc. seller in Q4 2014 was Renaissance Technologies, an estimated $2.29M sold.

Based on aggregated 13F filings for Q4 2014.