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STON

StoneMor Inc.

Delisted

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

43 hedge funds and large institutions have $241M invested in StoneMor Inc. in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more capital invested

Capital invested by funds: $87.4M → $241M (+$154M)

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

10% more funds holding

Funds holding: 3943 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
8
Reduced
8
Closed
8
Calls
$369K
Puts
Net Calls
+$369K
Net Calls Change
+$271K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Axar Capital Management
New York
$219M +$13.6M +10,305,369 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.37M -$27.3K -20,750 -1%
Morgan Stanley
3
Morgan Stanley
New York
$4.08M -$1.8M -1,365,586 -47%
Goldman Sachs
4
Goldman Sachs
New York
$2.74M +$7.76K +5,891 +0.6%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.14M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.13M +$1.04M +792,153 +4,315%
Bank of America
7
Bank of America
North Carolina
$1.75M -$66 -50 -0%
BCM
8
Bridgeway Capital Management
Texas
$1.28M
Northern Trust
9
Northern Trust
Illinois
$560K +$160K +121,297 +132%
UBS Group
10
UBS Group
Switzerland
$466K -$33.8K -25,666 -13%
LA
11
Legacy Advisors
Pennsylvania
$423K +$16.3K +12,335 +8%
ECM
12
ExodusPoint Capital Management
New York
$290K +$145K +110,358 New
WP
13
WealthPLAN Partners
Nebraska
$273K
Millennium Management
14
Millennium Management
New York
$197K +$98.9K +75,086 New
Capstone Investment Advisors
15
Capstone Investment Advisors
New York
$141K +$70.4K +53,432 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$100K +$50.1K +38,029 New
BlackRock
17
BlackRock
New York
$89K +$44.4K +33,717 New
Renaissance Technologies
18
Renaissance Technologies
New York
$74K +$37.3K +28,288 New
HIP
19
Harrell Investment Partners
Texas
$70K
RJA
20
Raymond James & Associates
Florida
$58K -$1.13K -855 -4%
TPW
21
Tiller Private Wealth
Pennsylvania
$52K
Victory Capital Management
22
Victory Capital Management
Texas
$50K +$1.28K +975 +5%
Creative Planning
23
Creative Planning
Kansas
$47K
EP
24
Eudaimonia Partners
Tennessee
$46K
E
25
Ergoteles
New York
$45K +$22.4K +17,000 New

STON Hedge Fund Activity: Q4 2020 in Review

43 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q4 2020, worth a combined $241M — up 176% from $87.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new STON positions and 8 closed out — a net gain of 4 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Axar Capital Management, adding an estimated $13.6M. The largest seller was Mangrove Partners, exiting entirely with an estimated $8.63M sold.

  • 43 institutional investors held StoneMor Inc. (STON) as of Q4 2020, up from 39 in Q3 2020.
  • Funds reported $241M of StoneMor Inc. stock for Q4 2020, up 176% quarter-over-quarter.
  • 12 funds opened new StoneMor Inc. positions in Q4 2020 and 8 closed out, a net change of +4 holders.
  • The largest StoneMor Inc. buyer in Q4 2020 was Axar Capital Management, an estimated $13.6M added.
  • The largest StoneMor Inc. seller in Q4 2020 was Mangrove Partners, an estimated $8.63M sold.

Based on aggregated 13F filings for Q4 2020.