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STON

StoneMor Inc.

Delisted

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

86 hedge funds and large institutions have $131M invested in StoneMor Inc. in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

21% more capital invested

Capital invested by funds: $108M → $131M (+$22.6M)

10% more funds holding

Funds holding: 7886 (+8)

57% less call options, than puts

Call options by funds: $2.04M | Put options by funds: $4.78M

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
15
Increased
26
Reduced
20
Closed
6
Calls
$2.04M
Puts
$4.78M
Net Calls
-$2.74M
Net Calls Change
+$396K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.1M -$500K -17,988 -4%
WPEP
2
Walnut Private Equity Partners
Nebraska
$9.33M +$917K +32,975 +11%
Bank of America
3
Bank of America
North Carolina
$9M -$1.21M -43,572 -12%
Deutsche Bank
4
Deutsche Bank
Germany
$7.8M +$2.99M +107,421 +66%
WRM
5
Weybosset Research & Management
Rhode Island
$6.66M -$15.7K -566 -0.2%
TFMS
6
Trust & Fiduciary Management Services
Massachusetts
$5.97M -$51.3K -1,845 -0.9%
GXMC
7
Global X Management Company
New York
$5.8M -$1.83M -65,701 -25%
Renaissance Technologies
8
Renaissance Technologies
New York
$5.73M +$1.71M +61,426 +45%
BGIM
9
Brandywine Global Investment Management
Pennsylvania
$5.65M
LPL Financial
10
LPL Financial
California
$5.64M +$124K +4,471 +2%
UBS Group
11
UBS Group
Switzerland
$4.93M +$585K +21,038 +14%
Wells Fargo
12
Wells Fargo
California
$4.76M +$106K +3,815 +2%
ACM
13
Advisors Capital Management
New Jersey
$4.18M -$55.5K -1,997 -1%
RJA
14
Raymond James & Associates
Florida
$3.26M -$235K -8,464 -7%
FIM
15
Fernwood Investment Management
Massachusetts
$3.08M -$30.6K -1,100 -1%
HC
16
HHG & Company
Connecticut
$2.44M -$56.8K -2,043 -2%
CGC
17
Cloud Gate Capital
Illinois
$2.43M +$2.35M +84,357 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.4M
NIMC
19
NWQ Investment Management Company
California
$2.1M -$968K -34,800 -32%
MVP
20
Miller Value Partners
Florida
$1.73M
AIA
21
Arrow Investment Advisors
Maryland
$1.64M +$409K +14,698 +35%
BC
22
Barnett & Company
Tennessee
$1.58M
HCMT
23
Highland Capital Management (Texas)
Texas
$1.54M +$1.49M +53,483 New
JP Morgan Chase
24
JP Morgan Chase
New York
$1.34M +$326K +11,716 +33%
TYCC
25
Texas Yale Capital Corp
Florida
$1.31M +$1M +36,050 +379%

STON Hedge Fund Activity: Q1 2015 in Review

86 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2015, worth a combined $131M — up 21% from $108M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new STON positions and 6 closed out — a net gain of 9 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $2.99M. The largest seller was Global X Management Company, cutting an estimated $1.83M.

  • 86 institutional investors held StoneMor Inc. (STON) as of Q1 2015, up from 78 in Q4 2014.
  • Funds reported $131M of StoneMor Inc. stock for Q1 2015, up 21% quarter-over-quarter.
  • 15 funds opened new StoneMor Inc. positions in Q1 2015 and 6 closed out, a net change of +9 holders.
  • The largest StoneMor Inc. buyer in Q1 2015 was Deutsche Bank, an estimated $2.99M added.
  • The largest StoneMor Inc. seller in Q1 2015 was Global X Management Company, an estimated $1.83M sold.

Based on aggregated 13F filings for Q1 2015.