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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 $87.4M invested in StoneMor Inc. in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $69.9M → $87.4M (+$17.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

3% less funds holding

Funds holding: 40 → 39 (-1)

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
8
Reduced
8
Closed
7
Calls
$98K
Puts
–
Net Calls
+$98K
Net Calls Change
+$79K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.66M
2
Bank of America
Bank of America
North Carolina
+$126K
3
BCM
Bridgeway Capital Management
Texas
+$117K
4
Northern Trust
Northern Trust
Illinois
+$41.8K
5
VF
Virtu Financial
New York
+$28.5K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$420K
2
Morgan Stanley
Morgan Stanley
New York
-$409K
3
MP
Mangrove Partners
Connecticut
-$282K
4
WPEP
Walnut Private Equity Partners
Nebraska
-$145K
5
Goldman Sachs
Goldman Sachs
New York
-$128K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Axar Capital Management
New York
$70.3M – – –
MP
2
Mangrove Partners
Connecticut
$8.63M -$282K -350,000 -4%
Morgan Stanley
3
Morgan Stanley
New York
$2.82M -$409K -508,730 -15%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.99M +$1.66M +2,061,661 New
Goldman Sachs
5
Goldman Sachs
New York
$999K -$128K -159,046 -13%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$756K – – –
Bank of America
7
Bank of America
North Carolina
$641K +$126K +157,059 +31%
BCM
8
Bridgeway Capital Management
Texas
$470K +$117K +145,000 +42%
UBS Group
9
UBS Group
Switzerland
$196K -$10.7K -13,245 -6%
LA
10
Legacy Advisors
Pennsylvania
$143K – – –
Northern Trust
11
Northern Trust
Illinois
$88K +$41.8K +51,937 +131%
WP
12
WealthPLAN Partners
Nebraska
$78K -$1.37K -1,702 -2%
VF
13
Virtu Financial
New York
$34K +$28.5K +35,393 New
HIP
14
Harrell Investment Partners
Texas
$25K +$21.3K +26,500 New
RJA
15
Raymond James & Associates
Florida
$22K -$8.11K -10,080 -31%
Citadel Advisors
16
Citadel Advisors
Florida
$21K +$6.44K +8,005 +60%
TPW
17
Tiller Private Wealth
Pennsylvania
$19K – – –
Osaic Holdings
18
Osaic Holdings
Arizona
$18K -$1.69K -2,100 -10%
EP
19
Eudaimonia Partners
Tennessee
$17K – – –
Creative Planning
20
Creative Planning
Kansas
$17K +$80 +100 +0.6%
Victory Capital Management
21
Victory Capital Management
Texas
$17K +$2.32K +2,885 +19%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$17K +$14.8K +18,360 New
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$14K – – –
HF
24
HRT Financial
New York
$14K +$12.2K +15,153 New
TRCT
25
Tower Research Capital (TRC)
New York
$12K -$2.05K -2,547 -17%
1
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STON Hedge Fund Activity: Q3 2020 in Review

39 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q3 2020, worth a combined $87.4M — up 25% from $69.9M a quarter earlier.

Fund positioning in STON was balanced in Q3 2020: 7 funds opened new positions, 7 closed out, 8 added to existing stakes and 8 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.66M. The largest seller was Millennium Management, exiting entirely with an estimated $420K sold.

  • 39 institutional investors held StoneMor Inc. (STON) as of Q3 2020, down from 40 in Q2 2020.
  • Funds reported $87.4M of StoneMor Inc. stock for Q3 2020, up 25% quarter-over-quarter.
  • 7 funds opened new StoneMor Inc. positions in Q3 2020 and 7 closed out, a net change of 0 holders.
  • The largest StoneMor Inc. buyer in Q3 2020 was Vanguard Group, an estimated $1.66M added.
  • The largest StoneMor Inc. seller in Q3 2020 was Millennium Management, an estimated $420K sold.

Based on aggregated 13F filings for Q3 2020.