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STON

StoneMor Inc.

Delisted

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

37 hedge funds and large institutions have $44.8M invested in StoneMor Inc. in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

13% more call options, than puts

Call options by funds: $43K | Put options by funds: $38K

3% more funds holding

Funds holding: 3637 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

42% less capital invested

Capital invested by funds: $77.7M → $44.8M (-$32.9M)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
4
Reduced
10
Closed
4
Calls
$43K
Puts
$38K
Net Calls
+$5K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Axar Capital Management
New York
$17M
OCM
2
Oaktree Capital Management
California
$9.85M
Morgan Stanley
3
Morgan Stanley
New York
$8.91M +$42.3K +14,266 +0.4%
Goldman Sachs
4
Goldman Sachs
New York
$2.28M -$682 -230 -0%
Verition Fund Management
5
Verition Fund Management
Connecticut
$1.98M +$297K +100,000 +12%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$1.76M
Bank of America
7
Bank of America
North Carolina
$708K -$6.04K -2,037 -0.6%
UBS Group
8
UBS Group
Switzerland
$525K +$391K +131,944 +123%
WPEP
9
Walnut Private Equity Partners
Nebraska
$422K -$91.7K -30,900 -12%
LA
10
Legacy Advisors
Pennsylvania
$355K -$478K -161,302 -50%
CGA
11
Crescent Grove Advisors
Illinois
$226K
WP
12
WealthPLAN Partners
Nebraska
$202K -$39.2K -13,207 -9%
Barclays
13
Barclays
United Kingdom
$108K +$145K +48,893 New
RJA
14
Raymond James & Associates
Florida
$67K -$41.1K -13,861 -31%
WS
15
Wedbush Securities
California
$61K
AP
16
Appleton Partners
Massachusetts
$50K -$43.3K -14,594 -39%
Creative Planning
17
Creative Planning
Kansas
$46K
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$32K
RJFSA
19
Raymond James Financial Services Advisors
Florida
$25K -$13.5K -4,546 -28%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$25K
AG
21
Advisor Group
Arizona
$23K +$297 +100 +0.9%
CAM
22
Cozad Asset Management
Illinois
$22K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$19K
PCG
24
Private Capital Group
Connecticut
$18K
CFGS
25
Concourse Financial Group Securities
Alabama
$11K

STON Hedge Fund Activity: Q2 2019 in Review

37 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q2 2019, worth a combined $44.8M — down 42% from $77.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new STON positions and 4 closed out — a net gain of 2 holders — while 4 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $391K. The largest seller was Legacy Advisors, cutting an estimated $478K.

  • 37 institutional investors held StoneMor Inc. (STON) as of Q2 2019, up from 36 in Q1 2019.
  • Funds reported $44.8M of StoneMor Inc. stock for Q2 2019, down 42% quarter-over-quarter.
  • 6 funds opened new StoneMor Inc. positions in Q2 2019 and 4 closed out, a net change of +2 holders.
  • The largest StoneMor Inc. buyer in Q2 2019 was UBS Group, an estimated $391K added.
  • The largest StoneMor Inc. seller in Q2 2019 was Legacy Advisors, an estimated $478K sold.

Based on aggregated 13F filings for Q2 2019.