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STON

StoneMor Inc.

Delisted

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

91 hedge funds and large institutions have $124M invested in StoneMor Inc. in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

7% more funds holding

Funds holding: 8591 (+6)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $131M → $124M (-$6.78M)

43% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $3.4M

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
18
Increased
29
Reduced
27
Closed
12
Calls
$1.94M
Puts
$3.4M
Net Calls
-$1.46M
Net Calls Change
+$997K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.1M -$6.21M -217,616 -29%
WPEP
2
Walnut Private Equity Partners
Nebraska
$8.91M
Bank of America
3
Bank of America
North Carolina
$8.43M +$28.6K +1,004 +0.3%
HCM
4
Hilton Capital Management
New York
$6.51M +$47.4K +1,660 +0.7%
GXMC
5
Global X Management Company
New York
$6.23M +$91.2K +3,197 +1%
WRM
6
Weybosset Research & Management
Rhode Island
$5.77M -$580K -20,337 -9%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$5.24M
Wells Fargo
8
Wells Fargo
California
$5.14M +$64.5K +2,260 +1%
UBS Group
9
UBS Group
Switzerland
$4.53M +$248K +8,708 +5%
ACM
10
Advisors Capital Management
New Jersey
$4.41M +$142K +4,979 +3%
TFMS
11
Trust & Fiduciary Management Services
Massachusetts
$4.07M -$93.7K -3,284 -2%
RJA
12
Raymond James & Associates
Florida
$3.66M -$56.9K -1,995 -1%
NIMC
13
NWQ Investment Management Company
California
$3.04M -$368K -12,900 -10%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.87M +$1.07M +37,515 +54%
FIM
15
Fernwood Investment Management
Massachusetts
$2.78M +$48.5K +1,700 +2%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.59M +$62.8K +2,200 +2%
HC
17
HHG & Company
Connecticut
$2.34M
Deutsche Bank
18
Deutsche Bank
Germany
$2.33M +$1.53M +53,754 +161%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.23M
NC
20
Nicholas Company
Wisconsin
$2M +$285K +10,000 +15%
LPL Financial
21
LPL Financial
California
$1.71M +$1M +35,215 +125%
MVP
22
Miller Value Partners
Florida
$1.6M
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$1.6M +$34.2K +1,200 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.48M +$246K +8,634 +18%
GC
25
Guggenheim Capital
Illinois
$1.29M -$57.6K -2,021 -4%

STON Hedge Fund Activity: Q4 2015 in Review

91 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q4 2015, worth a combined $124M — down 5.2% from $131M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new STON positions and 12 closed out — a net gain of 6 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $1.53M. The largest seller was Morgan Stanley, cutting an estimated $6.21M.

  • 91 institutional investors held StoneMor Inc. (STON) as of Q4 2015, up from 85 in Q3 2015.
  • Funds reported $124M of StoneMor Inc. stock for Q4 2015, down 5.2% quarter-over-quarter.
  • 18 funds opened new StoneMor Inc. positions in Q4 2015 and 12 closed out, a net change of +6 holders.
  • The largest StoneMor Inc. buyer in Q4 2015 was Deutsche Bank, an estimated $1.53M added.
  • The largest StoneMor Inc. seller in Q4 2015 was Morgan Stanley, an estimated $6.21M sold.

Based on aggregated 13F filings for Q4 2015.