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STON

StoneMor Inc.

Delisted

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

68 hedge funds and large institutions have $257M invested in StoneMor Inc. in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $224M → $257M (+$32.4M)

13% more funds holding

Funds holding: 6068 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less call options, than puts

Call options by funds: $207K | Put options by funds: $244K

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
14
Reduced
18
Closed
8
Calls
$207K
Puts
$244K
Net Calls
-$37K
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
BerganKDV Wealth Management
Minnesota
$5K
MCC
52
Money Concepts Capital
Florida
$5K +$5.15K +2,000 New
GWM
53
Geneos Wealth Management
Colorado
$3K +$3.86K +1,500 New
SPIA
54
Steward Partners Investment Advisory
New York
$2K +$639 +248 +56%
BCMLT
55
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K +$1.54K +597 New
MAM
56
Meeder Asset Management
Ohio
$2K +$1.56K +607 New
PFS
57
Prospera Financial Services
Texas
$2K +$1.8K +700 New
CA
58
Clearstead Advisors
Ohio
$1K
JWA
59
JFS Wealth Advisors
Pennsylvania
$1K
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$1K
CDIA
61
Capital Directions Investment Advisors
Georgia
$1K +$515 +200 New
OIA
62
Optimum Investment Advisors
Illinois
$1K +$515 +200 New
HPC
63
HM Payson & Co
Maine
$1K +$1.46K +568 New
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
-$1.62M -678,003 Closed
Jacobs Levy Equity Management
65
Jacobs Levy Equity Management
New Jersey
-$372K -163,167 Closed
Invesco
66
Invesco
Georgia
-$230K -100,542 Closed
HIP
67
Harrell Investment Partners
Texas
-$57K -25,000 Closed
Citadel Advisors
68
Citadel Advisors
Florida
-$53K -23,287 Closed
CP
69
Castleview Partners
Texas
-$7.92K -18,059 Closed
Simplex Trading
70
Simplex Trading
Illinois
-$4.52K -1,754 Closed
SWM
71
Spire Wealth Management
Virginia
-$3K -1,420 Closed
Nisa Investment Advisors
72
Nisa Investment Advisors
Missouri
+$258 +100 New

STON Hedge Fund Activity: Q1 2022 in Review

68 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2022, worth a combined $257M — up 14% from $224M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new STON positions and 8 closed out — a net gain of 10 holders — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Mill Road Capital Management, opening a new position worth an estimated $2.65M. The largest seller was Bank of Montreal, exiting entirely with an estimated $1.62M sold.

  • 68 institutional investors held StoneMor Inc. (STON) as of Q1 2022, up from 60 in Q4 2021.
  • Funds reported $257M of StoneMor Inc. stock for Q1 2022, up 14% quarter-over-quarter.
  • 18 funds opened new StoneMor Inc. positions in Q1 2022 and 8 closed out, a net change of +10 holders.
  • The largest StoneMor Inc. buyer in Q1 2022 was Mill Road Capital Management, an estimated $2.65M added.
  • The largest StoneMor Inc. seller in Q1 2022 was Bank of Montreal, an estimated $1.62M sold.

Based on aggregated 13F filings for Q1 2022.