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STON

StoneMor Inc.

Delisted

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

56 hedge funds and large institutions have $104M invested in StoneMor Inc. in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $72.7M → $104M (+$31M)

0% more funds holding

Funds holding: 5656 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

54% less call options, than puts

Call options by funds: $726K | Put options by funds: $1.57M

59% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 27

Holders
56
Holders Change
Holders Change %
0%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
11
Reduced
27
Closed
9
Calls
$726K
Puts
$1.57M
Net Calls
-$849K
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Axar Capital Management
New York
$40.1M +$11M +1,640,000 +37%
OCM
2
Oaktree Capital Management
California
$24.6M +$14.9M +2,225,000 +146%
Morgan Stanley
3
Morgan Stanley
New York
$20.8M +$8.33M +1,241,941 +65%
Bank of America
4
Bank of America
North Carolina
$3.22M -$683K -101,885 -17%
WPEP
5
Walnut Private Equity Partners
Nebraska
$2.06M -$78.3K -11,678 -4%
Goldman Sachs
6
Goldman Sachs
New York
$2.06M -$57.7K -8,605 -3%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$1.21M
LPL Financial
8
LPL Financial
California
$1.08M -$6.89K -1,027 -0.6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$950K -$1.04M -155,433 -52%
RJA
10
Raymond James & Associates
Florida
$948K -$386K -57,595 -28%
CCA
11
Conservest Capital Advisors
Pennsylvania
$891K
AIA
12
Arrow Investment Advisors
Maryland
$749K +$230K +34,300 +43%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$472K -$134K -20,000 -22%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$466K -$97.2K -14,492 -17%
UBS Group
15
UBS Group
Switzerland
$431K -$31.2K -4,650 -7%
Citadel Advisors
16
Citadel Advisors
Florida
$423K +$135K +20,118 +45%
FIM
17
Fernwood Investment Management
Massachusetts
$397K -$321K -47,800 -44%
CAG
18
Csenge Advisory Group
Florida
$236K -$15.3K -2,284 -6%
PGCM
19
Prescott Group Capital Management
Oklahoma
$193K
RIM
20
Regent Investment Management
Kentucky
$192K -$57K -8,500 -22%
Creative Planning
21
Creative Planning
Kansas
$145K -$1.34K -200 -0.9%
VF
22
Virtu Financial
New York
$131K +$134K +19,933 New
CAN
23
Cetera Advisor Networks
California
$126K -$93K -13,866 -42%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$121K +$4.84K +721 +4%
CWSR
25
Chessman Wealth Strategies RIA
Texas
$118K +$120K +17,915 New

STON Hedge Fund Activity: Q4 2017 in Review

56 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q4 2017, worth a combined $104M — up 43% from $72.7M a quarter earlier.

Fund positioning in STON was balanced in Q4 2017: 9 funds opened new positions, 9 closed out, 11 added to existing stakes and 27 trimmed.

The largest buyer was Oaktree Capital Management, adding an estimated $14.9M. The largest seller was Susquehanna International Group, cutting an estimated $1.04M.

  • 56 institutional investors held StoneMor Inc. (STON) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $104M of StoneMor Inc. stock for Q4 2017, up 43% quarter-over-quarter.
  • 9 funds opened new StoneMor Inc. positions in Q4 2017 and 9 closed out, a net change of 0 holders.
  • The largest StoneMor Inc. buyer in Q4 2017 was Oaktree Capital Management, an estimated $14.9M added.
  • The largest StoneMor Inc. seller in Q4 2017 was Susquehanna International Group, an estimated $1.04M sold.

Based on aggregated 13F filings for Q4 2017.