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STON

StoneMor Inc.
STON

Delisted

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

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39 hedge funds and large institutions have $68.7M invested in StoneMor Inc. in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

70% more capital invested

Capital invested by funds: $40.4M → $68.7M (+$28.3M)

15% more funds holding

Funds holding: 34 → 39 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
5
Reduced
6
Closed
5
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$1K

Top Buyers

Rank Fund Capital Flow
1
ACM
Axar Capital Management
New York
+$43.8M
2
Goldman Sachs
Goldman Sachs
New York
+$1.2M
3
LA
Legacy Advisors
Pennsylvania
+$172K
4
UBS Group
UBS Group
Switzerland
+$35.9K
5
Millennium Management
Millennium Management
New York
+$19.7K

Top Sellers

Rank Fund Capital Flow
1
MP
Mangrove Partners
Connecticut
-$676K
2
Morgan Stanley
Morgan Stanley
New York
-$213K
3
Barclays
Barclays
United Kingdom
-$71K
4
Citadel Advisors
Citadel Advisors
Florida
-$36K
5
Deutsche Bank
Deutsche Bank
Germany
-$6K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Axar Capital Management
New York
$51.5M +$43.8M +37,843,177 +324%
MP
2
Mangrove Partners
Connecticut
$10.1M -$676K -583,818 -6%
Morgan Stanley
3
Morgan Stanley
New York
$4.02M -$213K -183,955 -5%
Goldman Sachs
4
Goldman Sachs
New York
$1.08M +$1.2M +1,036,092 New
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$728K – – –
Bank of America
6
Bank of America
North Carolina
$330K +$2.73K +2,358 +0.7%
UBS Group
7
UBS Group
Switzerland
$216K +$35.9K +31,000 +18%
WPEP
8
Walnut Private Equity Partners
Nebraska
$194K – – –
LA
9
Legacy Advisors
Pennsylvania
$155K +$172K +148,680 New
CGA
10
Crescent Grove Advisors
Illinois
$107K – – –
WP
11
WealthPLAN Partners
Nebraska
$53K -$5.03K -4,346 -5%
RJA
12
Raymond James & Associates
Florida
$35K -$1.39K -1,200 -3%
Creative Planning
13
Creative Planning
Kansas
$22K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$22K +$24.8K +21,428 New
TPW
15
Tiller Private Wealth
Pennsylvania
$20K – – –
Millennium Management
16
Millennium Management
New York
$18K +$19.7K +16,998 New
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$15K – – –
RJFSA
18
Raymond James Financial Services Advisors
Florida
$13K +$1.74K +1,500 +13%
IFG
19
Independent Financial Group
California
$12.4K +$13.8K +11,952 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$12K -$232 -200 -2%
MPCG
21
Matrix Private Capital Group
New York
$12K – – –
Victory Capital Management
22
Victory Capital Management
Texas
$12K +$13.6K +11,728 New
VCP
23
Verus Capital Partners
Arizona
$10K +$11.6K +10,000 New
Wolverine Trading
24
Wolverine Trading
Illinois
$10K +$11.8K +10,219 New
Wells Fargo
25
Wells Fargo
California
$5K +$2.78K +2,399 +93%
1
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STON Hedge Fund Activity: Q1 2020 in Review

39 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2020, worth a combined $68.7M — up 70% from $40.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new STON positions and 5 closed out — a net gain of 8 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Axar Capital Management, adding an estimated $43.8M. The largest seller was Mangrove Partners, cutting an estimated $676K.

  • 39 institutional investors held StoneMor Inc. (STON) as of Q1 2020, up from 34 in Q4 2019.
  • Funds reported $68.7M of StoneMor Inc. stock for Q1 2020, up 70% quarter-over-quarter.
  • 13 funds opened new StoneMor Inc. positions in Q1 2020 and 5 closed out, a net change of +8 holders.
  • The largest StoneMor Inc. buyer in Q1 2020 was Axar Capital Management, an estimated $43.8M added.
  • The largest StoneMor Inc. seller in Q1 2020 was Mangrove Partners, an estimated $676K sold.

Based on aggregated 13F filings for Q1 2020.