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STON

StoneMor Inc.

Delisted

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

68 hedge funds and large institutions have $257M invested in StoneMor Inc. in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $224M → $257M (+$32.4M)

13% more funds holding

Funds holding: 6068 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less call options, than puts

Call options by funds: $207K | Put options by funds: $244K

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
14
Reduced
18
Closed
8
Calls
$207K
Puts
$244K
Net Calls
-$37K
Net Calls Change
-$106K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Axar Capital Management
New York
$231M
BlackRock
2
BlackRock
New York
$4.38M -$5.51K -2,139 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$4.07M +$25.2K +9,794 +0.6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.36M +$1.33K +518 +0%
MRCM
5
Mill Road Capital Management
Connecticut
$2.69M +$2.65M +1,028,592 New
Bank of America
6
Bank of America
North Carolina
$2.09M -$172K -66,786 -8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.08M -$394K -152,867 -16%
State Street
8
State Street
Massachusetts
$1.31M +$67.9K +26,375 +6%
Verition Fund Management
9
Verition Fund Management
Connecticut
$956K +$686K +266,252 +267%
Northern Trust
10
Northern Trust
Illinois
$673K -$29.1K -11,299 -4%
Citigroup
11
Citigroup
New York
$429K -$17.5K -6,810 -4%
BCM
12
Bridgeway Capital Management
Texas
$401K
N
13
Nuveen
North Carolina
$349K -$512 -199 -0.2%
LA
14
Legacy Advisors
Pennsylvania
$321K +$287K +111,619 +997%
Deutsche Bank
15
Deutsche Bank
Germany
$258K -$5.35K -2,078 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$225K +$20K +7,786 +10%
Charles Schwab
17
Charles Schwab
California
$221K +$16K +6,214 +8%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$131K +$27.5K +10,684 +27%
UBS Group
19
UBS Group
Switzerland
$121K -$363K -141,103 -75%
Millennium Management
20
Millennium Management
New York
$86K -$133K -51,606 -61%
RJA
21
Raymond James & Associates
Florida
$72K -$14.7K -5,701 -17%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$68K +$42K +16,323 +167%
Wells Fargo
23
Wells Fargo
California
$64K -$26.5K -10,293 -30%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$63K -$8.66K -3,365 -12%
CMF
25
Counterpoint Mutual Funds
California
$58K +$57.6K +22,359 New

STON Hedge Fund Activity: Q1 2022 in Review

68 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q1 2022, worth a combined $257M — up 14% from $224M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new STON positions and 8 closed out — a net gain of 10 holders — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Mill Road Capital Management, opening a new position worth an estimated $2.65M. The largest seller was Bank of Montreal, exiting entirely with an estimated $1.62M sold.

  • 68 institutional investors held StoneMor Inc. (STON) as of Q1 2022, up from 60 in Q4 2021.
  • Funds reported $257M of StoneMor Inc. stock for Q1 2022, up 14% quarter-over-quarter.
  • 18 funds opened new StoneMor Inc. positions in Q1 2022 and 8 closed out, a net change of +10 holders.
  • The largest StoneMor Inc. buyer in Q1 2022 was Mill Road Capital Management, an estimated $2.65M added.
  • The largest StoneMor Inc. seller in Q1 2022 was Bank of Montreal, an estimated $1.62M sold.

Based on aggregated 13F filings for Q1 2022.