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STON

StoneMor Inc.

Delisted

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

83 hedge funds and large institutions have $113M invested in StoneMor Inc. in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

2% more funds holding

Funds holding: 8183 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $114M → $113M (-$745K)

85% less call options, than puts

Call options by funds: $765K | Put options by funds: $5.18M

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
12
Increased
24
Reduced
21
Closed
7
Calls
$765K
Puts
$5.18M
Net Calls
-$4.41M
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.1M +$247K +9,813 +2%
NC
2
Nicholas Company
Wisconsin
$8.14M +$377K +15,000 +5%
Bank of America
3
Bank of America
North Carolina
$8.13M +$20.2K +804 +0.2%
WPEP
4
Walnut Private Equity Partners
Nebraska
$8.1M
RJA
5
Raymond James & Associates
Florida
$6.38M +$2.27M +90,409 +55%
GXMC
6
Global X Management Company
New York
$6.01M +$649K +25,826 +12%
WRM
7
Weybosset Research & Management
Rhode Island
$5.75M -$1.53K -61 -0%
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$4.91M
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.58M +$594K +23,644 +15%
Wells Fargo
10
Wells Fargo
California
$4.07M -$368K -14,653 -8%
ACM
11
Advisors Capital Management
New Jersey
$3.9M +$162K +6,463 +4%
FIM
12
Fernwood Investment Management
Massachusetts
$2.6M -$35.2K -1,400 -1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.43M -$128K -5,092 -5%
Deutsche Bank
14
Deutsche Bank
Germany
$2.38M -$3.4M -135,392 -59%
Renaissance Technologies
15
Renaissance Technologies
New York
$2.26M -$2.66M -105,612 -54%
JP Morgan Chase
16
JP Morgan Chase
New York
$2.15M -$840K -33,424 -28%
NIMC
17
NWQ Investment Management Company
California
$2.01M -$80.5K -3,200 -4%
MCM
18
McKinley Capital Management
Alaska
$2M +$1.33M +52,923 +196%
UBS Group
19
UBS Group
Switzerland
$1.87M +$5.18K +206 +0.3%
LPL Financial
20
LPL Financial
California
$1.83M +$129K +5,148 +8%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.58M +$1.59M +63,123 New
RIM
22
Regent Investment Management
Kentucky
$1.49M +$163K +6,500 +12%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.27M +$316K +12,585 +33%
GC
24
Guggenheim Capital
Illinois
$1.2M +$116K +4,613 +11%
TYCC
25
Texas Yale Capital Corp
Florida
$1.15M

STON Hedge Fund Activity: Q3 2016 in Review

83 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q3 2016, worth a combined $113M — down 0.65% from $114M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new STON positions and 7 closed out — a net gain of 5 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $2.27M. The largest seller was Deutsche Bank, cutting an estimated $3.4M.

  • 83 institutional investors held StoneMor Inc. (STON) as of Q3 2016, up from 81 in Q2 2016.
  • Funds reported $113M of StoneMor Inc. stock for Q3 2016, down 0.65% quarter-over-quarter.
  • 12 funds opened new StoneMor Inc. positions in Q3 2016 and 7 closed out, a net change of +5 holders.
  • The largest StoneMor Inc. buyer in Q3 2016 was Raymond James & Associates, an estimated $2.27M added.
  • The largest StoneMor Inc. seller in Q3 2016 was Deutsche Bank, an estimated $3.4M sold.

Based on aggregated 13F filings for Q3 2016.