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STON

StoneMor Inc.

Delisted

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

36 hedge funds and large institutions have $77.7M invested in StoneMor Inc. in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $67K | Put options by funds: $27K

82% more capital invested

Capital invested by funds: $42.6M → $77.7M (+$35.1M)

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less funds holding

Funds holding: 4336 (-7)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
36
Holders Change
-7
Holders Change %
-16.28%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
12
Reduced
10
Closed
9
Calls
$67K
Puts
$27K
Net Calls
+$40K
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Axar Capital Management
New York
$29.2M +$1.17M +363,465 +5%
OCM
2
Oaktree Capital Management
California
$16.9M
Morgan Stanley
3
Morgan Stanley
New York
$15.2M +$361K +112,390 +3%
Goldman Sachs
4
Goldman Sachs
New York
$3.9M +$3 +1 +0%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.02M +$3.85K +1,200 +0.2%
Verition Fund Management
6
Verition Fund Management
Connecticut
$3.02M +$3.85K +1,200 +0.2%
Bank of America
7
Bank of America
North Carolina
$1.22M -$1.93K -600 -0.2%
LA
8
Legacy Advisors
Pennsylvania
$1.22M +$600K +186,756 +137%
WPEP
9
Walnut Private Equity Partners
Nebraska
$1.01M -$26.1K -8,131 -3%
Citigroup
10
Citigroup
New York
$425K -$38.5K -11,983 -10%
UBS Group
11
UBS Group
Switzerland
$403K +$55.9K +17,420 +19%
CGA
12
Crescent Grove Advisors
Illinois
$387K +$171K +53,112 +107%
PGCM
13
Prescott Group Capital Management
Oklahoma
$382K -$576K -179,279 -64%
WP
14
WealthPLAN Partners
Nebraska
$369K -$13.5K -4,191 -3%
RJA
15
Raymond James & Associates
Florida
$167K -$8.35K -2,600 -6%
AP
16
Appleton Partners
Massachusetts
$141K +$26.4K +8,233 +28%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$134K +$78K +24,304 +218%
WS
18
Wedbush Securities
California
$105K +$10.6K +3,300 +13%
Citadel Advisors
19
Citadel Advisors
Florida
$103K +$18.2K +5,681 +26%
Creative Planning
20
Creative Planning
Kansas
$79K
RJFSA
21
Raymond James Financial Services Advisors
Florida
$61K -$99.7K -31,050 -66%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$55K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$43K -$2.25K -700 -6%
AG
24
Advisor Group
Arizona
$40K -$21.9K -6,820 -39%
CAM
25
Cozad Asset Management
Illinois
$38K

STON Hedge Fund Activity: Q1 2019 in Review

36 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2019, worth a combined $77.7M — up 82% from $42.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of STON and 3 opened new positions — a net loss of 6 holders — while 10 trimmed existing stakes and 12 added.

The largest buyer was Axar Capital Management, adding an estimated $1.17M. The largest seller was Prescott Group Capital Management, cutting an estimated $576K.

  • 36 institutional investors held StoneMor Inc. (STON) as of Q1 2019, down from 43 in Q4 2018.
  • Funds reported $77.7M of StoneMor Inc. stock for Q1 2019, up 82% quarter-over-quarter.
  • 3 funds opened new StoneMor Inc. positions in Q1 2019 and 9 closed out, a net change of -6 holders.
  • The largest StoneMor Inc. buyer in Q1 2019 was Axar Capital Management, an estimated $1.17M added.
  • The largest StoneMor Inc. seller in Q1 2019 was Prescott Group Capital Management, an estimated $576K sold.

Based on aggregated 13F filings for Q1 2019.