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STON

StoneMor Inc.

Delisted

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

41 hedge funds and large institutions have $21.5M invested in StoneMor Inc. in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

11% more funds holding

Funds holding: 3741 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

52% less capital invested

Capital invested by funds: $44.8M → $21.5M (-$23.3M)

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
5
Reduced
10
Closed
4
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Axar Capital Management
New York
$8.6M
OCM
2
Oaktree Capital Management
California
$4.97M
Morgan Stanley
3
Morgan Stanley
New York
$4.49M -$11.6K -7,599 -0.2%
Goldman Sachs
4
Goldman Sachs
New York
$1.15M -$109 -71 -0%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$839K -$69.3K -45,349 -6%
Bank of America
6
Bank of America
North Carolina
$357K
WPEP
7
Walnut Private Equity Partners
Nebraska
$253K -$12.2K -8,000 -3%
LA
8
Legacy Advisors
Pennsylvania
$240K +$83.5K +54,632 +34%
UBS Group
9
UBS Group
Switzerland
$145K -$165K -108,233 -45%
WP
10
WealthPLAN Partners
Nebraska
$136K -$4.5K -2,943 -2%
CGA
11
Crescent Grove Advisors
Illinois
$114K
Barclays
12
Barclays
United Kingdom
$54K
RJA
13
Raymond James & Associates
Florida
$33K -$1.49K -975 -3%
TPW
14
Tiller Private Wealth
Pennsylvania
$24K +$33.6K +21,995 New
Creative Planning
15
Creative Planning
Kansas
$23K
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$16K
AG
17
Advisor Group
Arizona
$15K +$3.59K +2,350 +22%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$13K
RJFSA
19
Raymond James Financial Services Advisors
Florida
$13K +$98 +64 +0.6%
VF
20
Virtu Financial
New York
$12K +$16.8K +10,976 New
CAM
21
Cozad Asset Management
Illinois
$11K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$10K
CFGS
23
Concourse Financial Group Securities
Alabama
$5K -$489 -320 -6%
CFB
24
Cullen/Frost Bankers
Texas
$3K
PCG
25
Private Capital Group
Connecticut
$3K

STON Hedge Fund Activity: Q3 2019 in Review

41 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q3 2019, worth a combined $21.5M — down 52% from $44.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new STON positions and 4 closed out — a net gain of 4 holders — while 5 added to existing stakes and 10 trimmed.

The largest buyer was Legacy Advisors, adding an estimated $83.5K. The largest seller was Verition Fund Management, exiting entirely with an estimated $1.98M sold.

  • 41 institutional investors held StoneMor Inc. (STON) as of Q3 2019, up from 37 in Q2 2019.
  • Funds reported $21.5M of StoneMor Inc. stock for Q3 2019, down 52% quarter-over-quarter.
  • 8 funds opened new StoneMor Inc. positions in Q3 2019 and 4 closed out, a net change of +4 holders.
  • The largest StoneMor Inc. buyer in Q3 2019 was Legacy Advisors, an estimated $83.5K added.
  • The largest StoneMor Inc. seller in Q3 2019 was Verition Fund Management, an estimated $1.98M sold.

Based on aggregated 13F filings for Q3 2019.