We are live on ! Find out more
STON

StoneMor Inc.

Delisted

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

58 hedge funds and large institutions have $264M invested in StoneMor Inc. in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

51% more capital invested

Capital invested by funds: $175M → $264M (+$88.7M)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

5% more funds holding

Funds holding: 5558 (+3)

4% more call options, than puts

Call options by funds: $285K | Put options by funds: $274K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
16
Reduced
9
Closed
14
Calls
$285K
Puts
$274K
Net Calls
+$11K
Net Calls Change
+$303K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Axar Capital Management
New York
$232M +$12.6M +5,522,732 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.27M +$689K +302,792 +14%
BlackRock
3
BlackRock
New York
$4.14M +$3.31M +1,453,112 +1,147%
Morgan Stanley
4
Morgan Stanley
New York
$4.05M -$22.7K -9,969 -0.6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.18M +$727K +319,407 +36%
Bank of America
6
Bank of America
North Carolina
$2.33M +$41.8K +18,341 +2%
Deutsche Bank
7
Deutsche Bank
Germany
$2.13M +$1.86M +814,959 New
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$1.98M +$271 +119 +0%
BCM
9
Bridgeway Capital Management
Texas
$1.42M +$11.4K +5,000 +0.9%
State Street
10
State Street
Massachusetts
$1.28M +$1.01M +443,548 +999%
Northern Trust
11
Northern Trust
Illinois
$1.25M +$580K +254,936 +114%
UBS Group
12
UBS Group
Switzerland
$456K -$3.22K -1,416 -0.8%
LA
13
Legacy Advisors
Pennsylvania
$422K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$345K -$21.1K -9,285 -7%
Invesco
15
Invesco
Georgia
$297K +$42.7K +18,750 +20%
Charles Schwab
16
Charles Schwab
California
$289K +$155K +68,246 +162%
N
17
Nuveen
North Carolina
$247K +$215K +94,382 New
WP
18
WealthPLAN Partners
Nebraska
$233K
Bank of New York Mellon
19
Bank of New York Mellon
New York
$188K +$163K +71,533 New
California State Teachers Retirement System (CalSTRS)
20
California State Teachers Retirement System (CalSTRS)
California
$116K +$100K +44,106 New
Citigroup
21
Citigroup
New York
$110K +$41.3K +18,149 +76%
CFA
22
Carroll Financial Associates
North Carolina
$105K
RJA
23
Raymond James & Associates
Florida
$93K +$18.1K +7,950 +29%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$93K +$80.8K +35,500 New
Citadel Advisors
25
Citadel Advisors
Florida
$82K -$140K -61,651 -66%

STON Hedge Fund Activity: Q2 2021 in Review

58 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q2 2021, worth a combined $264M — up 51% from $175M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new STON positions and 14 closed out — a net gain of 3 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Axar Capital Management, adding an estimated $12.6M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.07M sold.

  • 58 institutional investors held StoneMor Inc. (STON) as of Q2 2021, up from 55 in Q1 2021.
  • Funds reported $264M of StoneMor Inc. stock for Q2 2021, up 51% quarter-over-quarter.
  • 17 funds opened new StoneMor Inc. positions in Q2 2021 and 14 closed out, a net change of +3 holders.
  • The largest StoneMor Inc. buyer in Q2 2021 was Axar Capital Management, an estimated $12.6M added.
  • The largest StoneMor Inc. seller in Q2 2021 was Goldman Sachs, an estimated $2.07M sold.

Based on aggregated 13F filings for Q2 2021.