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STON

StoneMor Inc.

Delisted

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

58 hedge funds and large institutions have $248M invested in StoneMor Inc. in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

2% more call options, than puts

Call options by funds: $245K | Put options by funds: $241K

0% more funds holding

Funds holding: 5858 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $264M → $248M (-$16M)

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
15
Reduced
13
Closed
6
Calls
$245K
Puts
$241K
Net Calls
+$4K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
26
Carroll Financial Associates
North Carolina
$99K
RJA
27
Raymond James & Associates
Florida
$87K
Wells Fargo
28
Wells Fargo
California
$75K +$62.4K +24,311 +414%
JP Morgan Chase
29
JP Morgan Chase
New York
$64K +$34K +13,226 +107%
HIP
30
Harrell Investment Partners
Texas
$62K
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$57K +$7.29K +2,840 +14%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$51K -$38.6K -15,023 -42%
SG Americas Securities
33
SG Americas Securities
New York
$47K +$49.3K +19,212 New
Creative Planning
34
Creative Planning
Kansas
$44K
AIG
35
American International Group
New York
$43K -$1.07K -418 -2%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$42K -$69.7K -27,161 -62%
Victory Capital Management
37
Victory Capital Management
Texas
$42K -$2.18K -850 -5%
EP
38
Eudaimonia Partners
Tennessee
$40K -$1.09K -425 -3%
Osaic Holdings
39
Osaic Holdings
Arizona
$35K +$3 +1 +0%
MPCG
40
Matrix Private Capital Group
New York
$28K
BFM
41
Boothbay Fund Management
New York
$28K +$29K +11,294 New
RJT
42
Raymond James Trust
Florida
$25K
SO
43
STRS Ohio
Ohio
$18K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$18K +$2.72K +1,061 +17%
TRCT
45
Tower Research Capital (TRC)
New York
$8K +$4.28K +1,666 +95%
IA
46
IFP Advisors
Florida
$7K
AIP
47
Ameritas Investment Partners
Nebraska
$6K
Legal & General Group
48
Legal & General Group
United Kingdom
$6K
BWM
49
BerganKDV Wealth Management
Minnesota
$5K
JCM
50
Jacobi Capital Management
Pennsylvania
$5K

STON Hedge Fund Activity: Q3 2021 in Review

58 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q3 2021, worth a combined $248M — down 6.1% from $264M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new STON positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $668K. The largest seller was Vanguard Group, cutting an estimated $3.7M.

  • 58 institutional investors held StoneMor Inc. (STON) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $248M of StoneMor Inc. stock for Q3 2021, down 6.1% quarter-over-quarter.
  • 7 funds opened new StoneMor Inc. positions in Q3 2021 and 6 closed out, a net change of +1 holder.
  • The largest StoneMor Inc. buyer in Q3 2021 was Jacobs Levy Equity Management, an estimated $668K added.
  • The largest StoneMor Inc. seller in Q3 2021 was Vanguard Group, an estimated $3.7M sold.

Based on aggregated 13F filings for Q3 2021.