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STON

StoneMor Inc.

Delisted

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

74 hedge funds and large institutions have $348M invested in StoneMor Inc. in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

82% more call options, than puts

Call options by funds: $200K | Put options by funds: $110K

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

36% more capital invested

Capital invested by funds: $257M → $348M (+$91.5M)

9% more funds holding

Funds holding: 6874 (+6)

68% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 25

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
8
Reduced
25
Closed
13
Calls
$200K
Puts
$110K
Net Calls
+$90K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Axar Capital Management
New York
$303M
MRCM
2
Mill Road Capital Management
Connecticut
$8.7M +$4.3M +1,514,114 +147%
BlackRock
3
BlackRock
New York
$5.33M -$338K -118,832 -7%
Morgan Stanley
4
Morgan Stanley
New York
$5.29M -$38.9K -13,676 -0.9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.41M +$2.32K +816 +0.1%
GLAM
6
Gardner Lewis Asset Management
Pennsylvania
$3.08M +$2.56M +900,900 New
Bank of America
7
Bank of America
North Carolina
$2.45M -$239K -84,083 -10%
BCM
8
Beryl Capital Management
California
$2.19M +$1.81M +638,166 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.99M -$613K -215,705 -27%
State Street
10
State Street
Massachusetts
$1.82M +$92.4K +32,523 +6%
Verition Fund Management
11
Verition Fund Management
Connecticut
$1.46M +$176K +62,017 +17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
12
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.08M +$894K +314,500 New
Northern Trust
13
Northern Trust
Illinois
$764K -$97.6K -34,321 -13%
E
14
Ergoteles
New York
$705K +$586K +206,268 New
PCM
15
PenderFund Capital Management
British Columbia, Canada
$559K +$361K +127,000 New
HT
16
HAP Trading
New York
$449K +$373K +131,254 New
BCM
17
Bridgeway Capital Management
Texas
$425K -$82.7K -29,100 -19%
LA
18
Legacy Advisors
Pennsylvania
$420K
AFM
19
Anson Funds Management
Texas
$321K +$266K +93,758 New
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$311K +$258K +90,925 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$291K -$3.1K -1,091 -1%
SC
22
Sagefield Capital
Texas
$259K +$216K +75,866 New
VF
23
Virtu Financial
New York
$245K +$204K +71,661 New
Charles Schwab
24
Charles Schwab
California
$240K -$40.6K -14,296 -17%
N
25
Nuveen
North Carolina
$232K -$63.2K -22,239 -18%

STON Hedge Fund Activity: Q2 2022 in Review

74 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q2 2022, worth a combined $348M — up 36% from $257M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new STON positions and 13 closed out — a net gain of 9 holders — while 8 added to existing stakes and 25 trimmed.

The largest buyer was Mill Road Capital Management, adding an estimated $4.3M. The largest seller was Geode Capital Management, cutting an estimated $613K.

  • 74 institutional investors held StoneMor Inc. (STON) as of Q2 2022, up from 68 in Q1 2022.
  • Funds reported $348M of StoneMor Inc. stock for Q2 2022, up 36% quarter-over-quarter.
  • 22 funds opened new StoneMor Inc. positions in Q2 2022 and 13 closed out, a net change of +9 holders.
  • The largest StoneMor Inc. buyer in Q2 2022 was Mill Road Capital Management, an estimated $4.3M added.
  • The largest StoneMor Inc. seller in Q2 2022 was Geode Capital Management, an estimated $613K sold.

Based on aggregated 13F filings for Q2 2022.