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STON

StoneMor Inc.

Delisted

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

43 hedge funds and large institutions have $42.6M invested in StoneMor Inc. in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 4743 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

40% less call options, than puts

Call options by funds: $51K | Put options by funds: $85K

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

55% less capital invested

Capital invested by funds: $95M → $42.6M (-$52.3M)

Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
7
Reduced
14
Closed
11
Calls
$51K
Puts
$85K
Net Calls
-$34K
Net Calls Change
+$294K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Axar Capital Management
New York
$15.5M +$2.05M +505,637 +7%
OCM
2
Oaktree Capital Management
California
$9.4M
Morgan Stanley
3
Morgan Stanley
New York
$8.24M +$1.3M +321,380 +9%
Goldman Sachs
4
Goldman Sachs
New York
$2.17M +$1.16K +285 +0%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.68M
Verition Fund Management
6
Verition Fund Management
Connecticut
$1.68M +$3.25M +800,000 New
Bank of America
7
Bank of America
North Carolina
$681K -$50.7K -12,500 -4%
PGCM
8
Prescott Group Capital Management
Oklahoma
$589K +$1.14M +280,507 New
WPEP
9
Walnut Private Equity Partners
Nebraska
$578K -$156K -38,500 -12%
WP
10
WealthPLAN Partners
Nebraska
$508K -$63K -15,523 -10%
LA
11
Legacy Advisors
Pennsylvania
$285K
Citigroup
12
Citigroup
New York
$261K +$172K +42,449 +52%
UBS Group
13
UBS Group
Switzerland
$187K -$128K -31,619 -26%
CGA
14
Crescent Grove Advisors
Illinois
$104K
RJFSA
15
Raymond James Financial Services Advisors
Florida
$99K -$7.42K -1,827 -4%
RJA
16
Raymond James & Associates
Florida
$98K -$139K -34,273 -42%
BCA
17
Benchmark Capital Advisors
New York
$86K -$6.09K -1,500 -4%
AP
18
Appleton Partners
Massachusetts
$61K +$25.2K +6,210 +27%
WS
19
Wedbush Securities
California
$51K +$99.3K +24,470 New
Citadel Advisors
20
Citadel Advisors
Florida
$45K +$87.7K +21,614 New
Creative Planning
21
Creative Planning
Kansas
$44K
CWSR
22
Chessman Wealth Strategies RIA
Texas
$36K -$633 -156 -0.9%
AG
23
Advisor Group
Arizona
$36K +$68.4K +16,850 +2,515%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$31K -$40K -9,852 -40%
Group One Trading
25
Group One Trading
Illinois
$29K -$17K -4,200 -24%

STON Hedge Fund Activity: Q4 2018 in Review

43 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q4 2018, worth a combined $42.6M — down 55% from $95M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of STON and 8 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 7 added.

The largest buyer was Verition Fund Management, opening a new position worth an estimated $3.25M. The largest seller was Susquehanna International Group, cutting an estimated $531K.

  • 43 institutional investors held StoneMor Inc. (STON) as of Q4 2018, down from 47 in Q3 2018.
  • Funds reported $42.6M of StoneMor Inc. stock for Q4 2018, down 55% quarter-over-quarter.
  • 8 funds opened new StoneMor Inc. positions in Q4 2018 and 11 closed out, a net change of -3 holders.
  • The largest StoneMor Inc. buyer in Q4 2018 was Verition Fund Management, an estimated $3.25M added.
  • The largest StoneMor Inc. seller in Q4 2018 was Susquehanna International Group, an estimated $531K sold.

Based on aggregated 13F filings for Q4 2018.