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STON

StoneMor Inc.

Delisted

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

55 hedge funds and large institutions have $175M invested in StoneMor Inc. in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

28% more funds holding

Funds holding: 4355 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less capital invested

Capital invested by funds: $241M → $175M (-$66M)

52% less call options, than puts

Call options by funds: $270K | Put options by funds: $562K

Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
13
Reduced
10
Closed
6
Calls
$270K
Puts
$562K
Net Calls
-$292K
Net Calls Change
-$661K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Axar Capital Management
New York
$157M
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.95M +$131K +50,164 +2%
Morgan Stanley
3
Morgan Stanley
New York
$2.94M +$4.8K +1,842 +0.1%
Goldman Sachs
4
Goldman Sachs
New York
$2.07M +$147K +56,323 +5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.69M +$223K +85,452 +11%
Bank of America
6
Bank of America
North Carolina
$1.64M +$535K +205,379 +31%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$1.29M -$203K -77,966 -10%
BCM
8
Bridgeway Capital Management
Texas
$1.02M +$132K +50,659 +10%
Northern Trust
9
Northern Trust
Illinois
$422K +$27.3K +10,472 +5%
UBS Group
10
UBS Group
Switzerland
$332K -$4.22K -1,621 -0.9%
LA
11
Legacy Advisors
Pennsylvania
$304K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$266K +$268K +102,880 +271%
BlackRock
13
BlackRock
New York
$240K +$242K +92,930 +276%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$234K +$323K +123,867 New
WP
15
WealthPLAN Partners
Nebraska
$193K -$5.14K -1,972 -2%
Invesco
16
Invesco
Georgia
$179K +$247K +94,783 New
Citadel Advisors
17
Citadel Advisors
Florida
$176K +$200K +76,746 +475%
ECM
18
ExodusPoint Capital Management
New York
$119K -$123K -47,381 -43%
Millennium Management
19
Millennium Management
New York
$104K -$52.1K -19,982 -27%
HF
20
HRT Financial
New York
$91K +$126K +48,262 New
VF
21
Virtu Financial
New York
$88K +$121K +46,426 New
State Street
22
State Street
Massachusetts
$84K +$116K +44,403 New
Charles Schwab
23
Charles Schwab
California
$80K +$109K +42,000 New
CFA
24
Carroll Financial Associates
North Carolina
$76K +$105K +40,255 New
Group One Trading
25
Group One Trading
Illinois
$68K +$84.5K +32,430 +939%

STON Hedge Fund Activity: Q1 2021 in Review

55 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2021, worth a combined $175M — down 27% from $241M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new STON positions and 6 closed out — a net gain of 12 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $535K. The largest seller was Bank of Montreal, cutting an estimated $203K.

  • 55 institutional investors held StoneMor Inc. (STON) as of Q1 2021, up from 43 in Q4 2020.
  • Funds reported $175M of StoneMor Inc. stock for Q1 2021, down 27% quarter-over-quarter.
  • 18 funds opened new StoneMor Inc. positions in Q1 2021 and 6 closed out, a net change of +12 holders.
  • The largest StoneMor Inc. buyer in Q1 2021 was Bank of America, an estimated $535K added.
  • The largest StoneMor Inc. seller in Q1 2021 was Bank of Montreal, an estimated $203K sold.

Based on aggregated 13F filings for Q1 2021.