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STON

StoneMor Inc.

Delisted

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

34 hedge funds and large institutions have $40.4M invested in StoneMor Inc. in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more capital invested

Capital invested by funds: $21.5M → $40.4M (+$18.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

17% less funds holding

Funds holding: 4134 (-7)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
34
Holders Change
-7
Holders Change %
-17.07%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
8
Reduced
9
Closed
12
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Axar Capital Management
New York
$16.9M +$4.54M +3,925,660 +51%
MP
2
Mangrove Partners
Connecticut
$14.9M +$11.9M +10,294,832 New
Morgan Stanley
3
Morgan Stanley
New York
$5.87M +$3.4K +2,943 +0.1%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.1M
Bank of America
5
Bank of America
North Carolina
$457K -$7.29K -6,301 -2%
WPEP
6
Walnut Private Equity Partners
Nebraska
$270K -$48.4K -41,815 -18%
UBS Group
7
UBS Group
Switzerland
$256K +$53.3K +46,102 +35%
CGA
8
Crescent Grove Advisors
Illinois
$149K
WP
9
WealthPLAN Partners
Nebraska
$106K -$37.2K -32,194 -25%
Barclays
10
Barclays
United Kingdom
$71K
RJA
11
Raymond James & Associates
Florida
$50K +$6.23K +5,389 +18%
Citadel Advisors
12
Citadel Advisors
Florida
$36K +$28.4K +24,598 New
Creative Planning
13
Creative Planning
Kansas
$31K
TPW
14
Tiller Private Wealth
Pennsylvania
$28K -$2.78K -2,400 -11%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$21K
AG
16
Advisor Group
Arizona
$18K -$578 -500 -4%
MPCG
17
Matrix Private Capital Group
New York
$17K +$13.3K +11,500 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$16K -$578 -500 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$16K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$12K +$231 +200 +2%
Deutsche Bank
21
Deutsche Bank
Germany
$6K +$5.21K +4,500 New
Wells Fargo
22
Wells Fargo
California
$4K -$983 -850 -25%
BWM
23
BerganKDV Wealth Management
Minnesota
$3K
JCM
24
Jacobi Capital Management
Pennsylvania
$3K
IA
25
IFP Advisors
Florida
$3K +$509 +440 +25%

STON Hedge Fund Activity: Q4 2019 in Review

34 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q4 2019, worth a combined $40.4M — up 88% from $21.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of STON and 5 opened new positions — a net loss of 7 holders — while 9 trimmed existing stakes and 8 added.

The largest buyer was Mangrove Partners, opening a new position worth an estimated $11.9M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $4.97M sold.

  • 34 institutional investors held StoneMor Inc. (STON) as of Q4 2019, down from 41 in Q3 2019.
  • Funds reported $40.4M of StoneMor Inc. stock for Q4 2019, up 88% quarter-over-quarter.
  • 5 funds opened new StoneMor Inc. positions in Q4 2019 and 12 closed out, a net change of -7 holders.
  • The largest StoneMor Inc. buyer in Q4 2019 was Mangrove Partners, an estimated $11.9M added.
  • The largest StoneMor Inc. seller in Q4 2019 was Oaktree Capital Management, an estimated $4.97M sold.

Based on aggregated 13F filings for Q4 2019.