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STON

StoneMor Inc.

Delisted

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

56 hedge funds and large institutions have $72.7M invested in StoneMor Inc. in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less capital invested

Capital invested by funds: $82.3M → $72.7M (-$9.62M)

15% less funds holding

Funds holding: 6656 (-10)

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

76% less call options, than puts

Call options by funds: $613K | Put options by funds: $2.59M

Holders
56
Holders Change
-10
Holders Change %
-15.15%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
14
Reduced
22
Closed
13
Calls
$613K
Puts
$2.59M
Net Calls
-$1.98M
Net Calls Change
+$43K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Axar Capital Management
New York
$29.1M +$19.3M +2,792,067 +167%
Morgan Stanley
2
Morgan Stanley
New York
$12.5M -$917K -132,599 -6%
OCM
3
Oaktree Capital Management
California
$9.94M +$1.9M +275,000 +22%
Bank of America
4
Bank of America
North Carolina
$3.87M +$22K +3,182 +0.5%
Goldman Sachs
5
Goldman Sachs
New York
$2.1M +$2.05M +295,814 +1,137%
WPEP
6
Walnut Private Equity Partners
Nebraska
$2.03M -$138K -20,000 -6%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.96M +$1.21M +174,781 +139%
RJA
8
Raymond James & Associates
Florida
$1.32M -$536K -77,462 -28%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$1.2M
LPL Financial
10
LPL Financial
California
$1.08M +$6.28K +908 +0.6%
CCA
11
Conservest Capital Advisors
Pennsylvania
$886K
FIM
12
Fernwood Investment Management
Massachusetts
$706K -$138K -19,952 -16%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$600K +$636K +92,008 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$557K -$303K -43,804 -34%
AIA
15
Arrow Investment Advisors
Maryland
$521K +$44.5K +6,437 +9%
Citigroup
16
Citigroup
New York
$478K +$490K +70,884 +2,823%
UBS Group
17
UBS Group
Switzerland
$458K +$66K +9,542 +16%
Citadel Advisors
18
Citadel Advisors
Florida
$289K +$86.6K +12,527 +39%
CAG
19
Csenge Advisory Group
Florida
$249K +$265K +38,257 New
RIM
20
Regent Investment Management
Kentucky
$247K -$24K -3,475 -8%
CAN
21
Cetera Advisor Networks
California
$220K -$10.4K -1,500 -4%
PGCM
22
Prescott Group Capital Management
Oklahoma
$192K +$203K +29,400 New
SCA
23
STALEY CAPITAL ADVISERS
Pennsylvania
$163K
Wells Fargo
24
Wells Fargo
California
$156K -$14.1K -2,035 -8%
Creative Planning
25
Creative Planning
Kansas
$146K -$27.2K -3,927 -15%

STON Hedge Fund Activity: Q3 2017 in Review

56 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q3 2017, worth a combined $72.7M — down 12% from $82.3M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of STON and 5 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 14 added.

The largest buyer was Axar Capital Management, adding an estimated $19.3M. The largest seller was Bramshill Investments, exiting entirely with an estimated $3.46M sold.

  • 56 institutional investors held StoneMor Inc. (STON) as of Q3 2017, down from 66 in Q2 2017.
  • Funds reported $72.7M of StoneMor Inc. stock for Q3 2017, down 12% quarter-over-quarter.
  • 5 funds opened new StoneMor Inc. positions in Q3 2017 and 13 closed out, a net change of -8 holders.
  • The largest StoneMor Inc. buyer in Q3 2017 was Axar Capital Management, an estimated $19.3M added.
  • The largest StoneMor Inc. seller in Q3 2017 was Bramshill Investments, an estimated $3.46M sold.

Based on aggregated 13F filings for Q3 2017.