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STON

StoneMor Inc.

Delisted

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

52 hedge funds and large institutions have $111M invested in StoneMor Inc. in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $104M → $111M (+$7.68M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

7% less funds holding

Funds holding: 5652 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

53% less call options, than puts

Call options by funds: $408K | Put options by funds: $863K

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
14
Reduced
15
Closed
11
Calls
$408K
Puts
$863K
Net Calls
-$455K
Net Calls Change
+$394K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Axar Capital Management
New York
$41.3M +$3.22M +544,000 +9%
OCM
2
Oaktree Capital Management
California
$27M +$3.52M +594,634 +16%
Morgan Stanley
3
Morgan Stanley
New York
$22.1M +$2.32M +392,397 +12%
Bank of America
4
Bank of America
North Carolina
$3.06M +$8.88K +1,500 +0.3%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.82M +$1.6M +269,885 +146%
Goldman Sachs
6
Goldman Sachs
New York
$2.04M +$85.9K +14,516 +5%
WPEP
7
Walnut Private Equity Partners
Nebraska
$1.96M +$88.8K +15,000 +5%
Verition Fund Management
8
Verition Fund Management
Connecticut
$1.68M +$1.6M +269,885 New
WP
9
WealthPLAN Partners
Nebraska
$959K +$914K +154,393 New
CCA
10
Conservest Capital Advisors
Pennsylvania
$844K
LA
11
Legacy Advisors
Pennsylvania
$837K +$769K +129,848 +2,164%
RJA
12
Raymond James & Associates
Florida
$799K -$94.4K -15,939 -11%
AIA
13
Arrow Investment Advisors
Maryland
$631K -$74.1K -12,517 -11%
UBS Group
14
UBS Group
Switzerland
$594K +$178K +30,007 +46%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$473K -$406K -68,606 -47%
Citadel Advisors
16
Citadel Advisors
Florida
$402K +$2.19K +370 +0.6%
SCM
17
Saba Capital Management
New York
$397K +$379K +64,000 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$378K -$59.6K -10,069 -14%
FIM
19
Fernwood Investment Management
Massachusetts
$365K -$10.1K -1,700 -3%
GCP
20
GSA Capital Partners
United Kingdom
$348K +$332K +56,011 New
VF
21
Virtu Financial
New York
$230K +$101K +17,056 +86%
LPL Financial
22
LPL Financial
California
$208K -$777K -131,291 -80%
CAG
23
Csenge Advisory Group
Florida
$195K -$26.7K -4,506 -13%
PGCM
24
Prescott Group Capital Management
Oklahoma
$183K
BCA
25
Benchmark Capital Advisors
New York
$155K +$44.4K +7,500 +43%

STON Hedge Fund Activity: Q1 2018 in Review

52 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2018, worth a combined $111M — up 7.4% from $104M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of STON and 7 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was Oaktree Capital Management, adding an estimated $3.52M. The largest seller was LPL Financial, cutting an estimated $777K.

  • 52 institutional investors held StoneMor Inc. (STON) as of Q1 2018, down from 56 in Q4 2017.
  • Funds reported $111M of StoneMor Inc. stock for Q1 2018, up 7.4% quarter-over-quarter.
  • 7 funds opened new StoneMor Inc. positions in Q1 2018 and 11 closed out, a net change of -4 holders.
  • The largest StoneMor Inc. buyer in Q1 2018 was Oaktree Capital Management, an estimated $3.52M added.
  • The largest StoneMor Inc. seller in Q1 2018 was LPL Financial, an estimated $777K sold.

Based on aggregated 13F filings for Q1 2018.