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STON

StoneMor Inc.

Delisted

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

58 hedge funds and large institutions have $248M invested in StoneMor Inc. in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

2% more call options, than puts

Call options by funds: $245K | Put options by funds: $241K

0% more funds holding

Funds holding: 5858 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $264M → $248M (-$16M)

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
15
Reduced
13
Closed
6
Calls
$245K
Puts
$241K
Net Calls
+$4K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Axar Capital Management
New York
$223M
BlackRock
2
BlackRock
New York
$3.93M +$27.6K +10,756 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$3.83M +$10.1K +3,946 +0.3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.04M +$43.5K +16,950 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.35M -$3.7M -1,440,668 -60%
Bank of America
6
Bank of America
North Carolina
$2.18M -$18.2K -7,088 -0.8%
State Street
7
State Street
Massachusetts
$1.67M +$480K +187,122 +38%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$1.61M
Northern Trust
9
Northern Trust
Illinois
$658K -$545K -212,202 -44%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$643K +$668K +260,319 New
Millennium Management
11
Millennium Management
New York
$595K +$618K +240,895 New
Deutsche Bank
12
Deutsche Bank
Germany
$505K -$1.57M -610,432 -75%
UBS Group
13
UBS Group
Switzerland
$412K -$18.3K -7,143 -4%
Citigroup
14
Citigroup
New York
$412K +$320K +124,669 +297%
LA
15
Legacy Advisors
Pennsylvania
$398K
BCM
16
Bridgeway Capital Management
Texas
$379K -$999K -389,097 -72%
Invesco
17
Invesco
Georgia
$303K +$23K +8,965 +8%
N
18
Nuveen
North Carolina
$290K +$122K +47,433 +50%
Charles Schwab
19
Charles Schwab
California
$273K
WP
20
WealthPLAN Partners
Nebraska
$213K -$1.66K -646 -0.7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$189K +$12.8K +4,998 +7%
Citadel Advisors
22
Citadel Advisors
Florida
$131K +$56.3K +21,916 +70%
E
23
Ergoteles
New York
$124K +$129K +50,086 New
Verition Fund Management
24
Verition Fund Management
Connecticut
$106K +$110K +42,771 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$105K -$229K -89,062 -68%

STON Hedge Fund Activity: Q3 2021 in Review

58 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q3 2021, worth a combined $248M — down 6.1% from $264M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new STON positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $668K. The largest seller was Vanguard Group, cutting an estimated $3.7M.

  • 58 institutional investors held StoneMor Inc. (STON) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $248M of StoneMor Inc. stock for Q3 2021, down 6.1% quarter-over-quarter.
  • 7 funds opened new StoneMor Inc. positions in Q3 2021 and 6 closed out, a net change of +1 holder.
  • The largest StoneMor Inc. buyer in Q3 2021 was Jacobs Levy Equity Management, an estimated $668K added.
  • The largest StoneMor Inc. seller in Q3 2021 was Vanguard Group, an estimated $3.7M sold.

Based on aggregated 13F filings for Q3 2021.