StoneMor Inc.
STON
STON was delisted on the 3rd of November, 2022.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$838K |
| 2 |
BlackRock
New York
|
+$223K |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
+$143K |
| 4 |
JP Morgan Chase
New York
|
+$52.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$50.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
-$705K |
| 2 |
State Street
Boston,
Massachusetts
|
-$505K |
| 3 |
Millennium Management
New York
|
-$392K |
| 4 |
LA
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
-$376K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$260K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
Clearstead Advisors
Cleveland,
Ohio
| $1K | – | – | – |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| $1K | – | – | – |
|
|
JWA
53
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1K | – | – | – |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| $1K | – | – | – |
|
55
Group One Trading
Chicago,
Illinois
| $1K | +$721 | +287 | New |
|
|
E
56
Ergoteles
New York
| – | -$124K | -50,086 | Closed |
|
57
SG Americas Securities
New York
| – | -$47K | -19,212 | Closed |
|
|
BFM
58
Boothbay Fund Management
New York
| – | -$28K | -11,294 | Closed |
|
|
JCM
59
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$5K | -2,000 | Closed |
|
|
CG
60
Cutler Group
San Francisco,
California
| – | -$3K | -1,540 | Closed |
|
61
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$10 | +4 | New |
|
|
BAM
62
Byrne Asset Management
Kingston,
New Jersey
| – | +$251 | +100 | New |
|
63
National Bank of Canada
Montreal,
Quebec, Canada
| – | +$502 | +200 | New |
|
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.