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STON

StoneMor Inc.
STON

Delisted

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

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60 hedge funds and large institutions have $224M invested in StoneMor Inc. in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

43% more call options, than puts

Call options by funds: $229K | Put options by funds: $160K

3% more funds holding

Funds holding: 58 → 60 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less capital invested

Capital invested by funds: $248M → $224M (-$23.8M)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
19
Closed
5
Calls
$229K
Puts
$160K
Net Calls
+$69K
Net Calls Change
+$65K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$838K
2
BlackRock
BlackRock
New York
+$223K
3
Verition Fund Management
Verition Fund Management
Connecticut
+$143K
4
JP Morgan Chase
JP Morgan Chase
New York
+$52.8K
5
UBS Group
UBS Group
Switzerland
+$50.8K

Top Sellers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
-$705K
2
State Street
State Street
Massachusetts
-$505K
3
Millennium Management
Millennium Management
New York
-$392K
4
LA
Legacy Advisors
Pennsylvania
-$376K
5
Deutsche Bank
Deutsche Bank
Germany
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$76K -$5.62K -2,240 -6%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$62K +$10.9K +4,349 +19%
HIP
28
Harrell Investment Partners
Texas
$57K – – –
Citadel Advisors
29
Citadel Advisors
Florida
$53K -$75K -29,877 -56%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$47K +$203 +81 +0.4%
Creative Planning
31
Creative Planning
Kansas
$41K -$251 -100 -0.6%
AIG
32
American International Group
New York
$39K -$1.28K -512 -3%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$39K – – –
Victory Capital Management
34
Victory Capital Management
Texas
$38K -$1.27K -507 -3%
Jane Street
35
Jane Street
New York
$35K +$38.7K +15,417 New
Allspring Global Investments
36
Allspring Global Investments
North Carolina
$32K +$36K +14,336 New
LA
37
Legacy Advisors
Pennsylvania
$26K -$376K -149,815 -93%
MPCG
38
Matrix Private Capital Group
New York
$26K – – –
RJT
39
Raymond James Trust
Florida
$23K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$23K +$6K +2,391 +32%
SO
41
STRS Ohio
Ohio
$17K – – –
TRCT
42
Tower Research Capital (TRC)
New York
$9K +$1.52K +605 +18%
CP
43
Castleview Partners
Texas
$7.92K +$45.3K +18,059 New
Osaic Holdings
44
Osaic Holdings
Arizona
$7K -$29.1K -11,600 -79%
IA
45
IFP Advisors
Florida
$7K – – –
AIP
46
Ameritas Investment Partners
Nebraska
$6K – – –
Legal & General Group
47
Legal & General Group
United Kingdom
$6K – – –
BWM
48
BerganKDV Wealth Management
Minnesota
$5K – – –
Simplex Trading
49
Simplex Trading
Illinois
$3K +$1.55K +619 +55%
SWM
50
Spire Wealth Management
Virginia
$3K +$3.56K +1,420 New
1
2
3

STON Hedge Fund Activity: Q4 2021 in Review

60 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q4 2021, worth a combined $224M — down 9.6% from $248M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new STON positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, adding an estimated $838K. The largest seller was Geode Capital Management, cutting an estimated $705K.

  • 60 institutional investors held StoneMor Inc. (STON) as of Q4 2021, up from 58 in Q3 2021.
  • Funds reported $224M of StoneMor Inc. stock for Q4 2021, down 9.6% quarter-over-quarter.
  • 8 funds opened new StoneMor Inc. positions in Q4 2021 and 5 closed out, a net change of +3 holders.
  • The largest StoneMor Inc. buyer in Q4 2021 was Vanguard Group, an estimated $838K added.
  • The largest StoneMor Inc. seller in Q4 2021 was Geode Capital Management, an estimated $705K sold.

Based on aggregated 13F filings for Q4 2021.