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STON

StoneMor Inc.
STON

Delisted

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

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41 hedge funds and large institutions have $21.5M invested in StoneMor Inc. in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

11% more funds holding

Funds holding: 37 → 41 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

52% less capital invested

Capital invested by funds: $44.8M → $21.5M (-$23.3M)

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
5
Reduced
10
Closed
4
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
LA
Legacy Advisors
Pennsylvania
+$83.5K
2
TPW
Tiller Private Wealth
Pennsylvania
+$33.6K
3
VF
Virtu Financial
New York
+$16.8K
4
AG
Advisor Group
Arizona
+$3.59K
5
CG
Cutler Group
California
+$2.45K

Top Sellers

Rank Fund Capital Flow
1
Verition Fund Management
Verition Fund Management
Connecticut
-$1.98M
2
UBS Group
UBS Group
Switzerland
-$165K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$69.3K
4
WS
Wedbush Securities
California
-$61K
5
AP
Appleton Partners
Massachusetts
-$50K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$3K +$917 +600 +21%
BWM
27
BerganKDV Wealth Management
Minnesota
$2K – – –
JCM
28
Jacobi Capital Management
Pennsylvania
$2K – – –
Citigroup
29
Citigroup
New York
$2K +$2 +1 +0.1%
IA
30
IFP Advisors
Florida
$2K +$2.69K +1,760 New
FMII
31
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
AIC
32
Ameritas Investment Company
Nebraska
$1K +$1.83K +1,200 New
CG
33
Cutler Group
California
$1K +$2.45K +1,600 New
APA
34
American Portfolios Advisors
New York
$478 – – –
Verition Fund Management
35
Verition Fund Management
Connecticut
– -$1.98M -901,200 Closed
WS
36
Wedbush Securities
California
– -$61K -27,770 Closed
AP
37
Appleton Partners
Massachusetts
– -$50K -22,884 Closed
Simplex Trading
38
Simplex Trading
Illinois
– -$2.87K -1,879 -89%
CFG
39
Citizens Financial Group
Rhode Island
– -$4K -1,600 Closed
SPIA
40
Steward Partners Investment Advisory
New York
– -$38 -25 -21%
TL
41
TrueWealth LLC
Georgia
– +$153 +100 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
– +$245 +160 New
1NWS
43
1 North Wealth Services
Maryland
– +$682 +446 New
1
2

STON Hedge Fund Activity: Q3 2019 in Review

41 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q3 2019, worth a combined $21.5M — down 52% from $44.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new STON positions and 4 closed out — a net gain of 4 holders — while 5 added to existing stakes and 10 trimmed.

The largest buyer was Legacy Advisors, adding an estimated $83.5K. The largest seller was Verition Fund Management, exiting entirely with an estimated $1.98M sold.

  • 41 institutional investors held StoneMor Inc. (STON) as of Q3 2019, up from 37 in Q2 2019.
  • Funds reported $21.5M of StoneMor Inc. stock for Q3 2019, down 52% quarter-over-quarter.
  • 8 funds opened new StoneMor Inc. positions in Q3 2019 and 4 closed out, a net change of +4 holders.
  • The largest StoneMor Inc. buyer in Q3 2019 was Legacy Advisors, an estimated $83.5K added.
  • The largest StoneMor Inc. seller in Q3 2019 was Verition Fund Management, an estimated $1.98M sold.

Based on aggregated 13F filings for Q3 2019.