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STON

StoneMor Inc.

Delisted

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

68 hedge funds and large institutions have $51.7M invested in StoneMor Inc. in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

6% more funds holding

Funds holding: 6468 (+4)

1% less capital invested

Capital invested by funds: $52.3M → $51.7M (-$626K)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

93% less call options, than puts

Call options by funds: $170K | Put options by funds: $2.38M

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
15
Reduced
22
Closed
11
Calls
$170K
Puts
$2.38M
Net Calls
-$2.21M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.3M +$5.02M +496,361 +29%
OCM
2
Oaktree Capital Management
California
$9.91M
WPEP
3
Walnut Private Equity Partners
Nebraska
$2.59M
Bank of America
4
Bank of America
North Carolina
$2.58M +$28.9K +2,856 +0.9%
AGC
5
Alden Global Capital
Florida
$2.54M +$3.24M +320,300 New
RJA
6
Raymond James & Associates
Florida
$1.88M -$92.6K -9,161 -4%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$1.55M
LPL Financial
8
LPL Financial
California
$1.26M +$461K +45,593 +39%
CCA
9
Conservest Capital Advisors
Pennsylvania
$1.08M +$1.37M +135,848 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.02M +$139K +13,754 +12%
FIM
11
Fernwood Investment Management
Massachusetts
$929K +$60.4K +5,975 +5%
AIA
12
Arrow Investment Advisors
Maryland
$855K +$743K +73,452 +214%
SCA
13
Salient Capital Advisors
Texas
$620K +$138K +13,657 +21%
CG
14
Cutler Group
California
$563K +$709K +70,136 +7,582%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$463K +$590K +58,395 New
RIM
16
Regent Investment Management
Kentucky
$457K -$119K -11,765 -17%
QOP
17
Quinn Opportunity Partners
Virginia
$388K +$494K +48,900 New
BIC
18
Beach Investment Counsel
Pennsylvania
$384K -$3.72K -368 -0.8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$333K +$73.4K +7,261 +21%
Simplex Trading
20
Simplex Trading
Illinois
$333K +$90.5K +8,951 +27%
UBS Group
21
UBS Group
Switzerland
$323K -$246K -24,362 -37%
Citadel Advisors
22
Citadel Advisors
Florida
$304K -$248K -24,510 -39%
CAN
23
Cetera Advisor Networks
California
$286K +$5.78K +572 +2%
Wolverine Trading
24
Wolverine Trading
Illinois
$280K +$350K +34,594 New
Wells Fargo
25
Wells Fargo
California
$254K +$89.1K +8,815 +38%

STON Hedge Fund Activity: Q1 2017 in Review

68 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2017, worth a combined $51.7M — down 1.2% from $52.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new STON positions and 11 closed out — a net gain of 5 holders — while 15 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.02M. The largest seller was Fondren Management, exiting entirely with an estimated $3.5M sold.

  • 68 institutional investors held StoneMor Inc. (STON) as of Q1 2017, up from 64 in Q4 2016.
  • Funds reported $51.7M of StoneMor Inc. stock for Q1 2017, down 1.2% quarter-over-quarter.
  • 16 funds opened new StoneMor Inc. positions in Q1 2017 and 11 closed out, a net change of +5 holders.
  • The largest StoneMor Inc. buyer in Q1 2017 was Morgan Stanley, an estimated $5.02M added.
  • The largest StoneMor Inc. seller in Q1 2017 was Fondren Management, an estimated $3.5M sold.

Based on aggregated 13F filings for Q1 2017.