Stonemor Inc.
STONDelisted Nov 4, 2022- Industry
- Services-Personal Services
- SEC CIK
- 0001753886
Stonemor Inc. was delisted on Nov 4, 2022; its insiders filed their last Form 4 on Nov 7, 2022; 75 institutions reported holding it in 13F filings for Q3 2022, worth $350.6M in total; no superinvestor held it.
13F holders, Q3 2022
Institutional positions in Stonemor Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
STON is no longer listed, so this page shows Q3 2022. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 75
- +2 vs. Q2 2022
- Shares held
- 102.2M
- +396.3K (+0.4%) vs. Q2 2022
- Total value
- $350.6M
- +$2.58M (+0.7%) vs. Q2 2022
- New holders
- 9
- 21 more added
- Sold out
- 7
- 22 more reduced
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting STON on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 2 | $4.00K |
| Q3 2022 | 75 | $350.6M |
| Q2 2022 | 73 | $348.1M |
| Q1 2022 | 66 | $256.5M |
| Q4 2021 | 59 | $224.2M |
| Q3 2021 | 57 | $248.0M |
| Q2 2021 | 57 | $264.1M |
| Q1 2021 | 54 | $175.3M |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Stonemor Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Midwest Financial, LLC | 110 | $0 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 75 | $0 | 0.00% | +75 | New |
| Bell Investment Advisors, Inc | 145 | $0 | 0.00% | +145 | New |
| Citigroup Inc | 415 | $1.00K | 0.00% | −1,635−79.8% | Reduced |
| Optimum Investment Advisors | 300 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 428 | $1.00K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 153 | $1.00K | 0.00% | +105+218.8% | Added |
| Harbour Investments, Inc. | 603 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 688 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 597 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 900 | $3.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,161 | $4.00K | 0.00% | −212−15.4% | Reduced |
| IFP Advisors, Inc | 2,860 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,508 | $8.00K | 0.00% | +186+8.0% | Added |
| Ameritas Investment Partners, Inc. | 2,522 | $8.00K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,576 | $9.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,981 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,900 | $10.0K | 0.00% | +2,900 | New |
| Amalgamated Bank | 3,671 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,961 | $17.0K | 0.00% | −425−7.9% | Reduced |
| Axiom Investment Management LLC | 6,400 | $22.0K | 0.04% | +6,400 | New |
| Group One Trading, L.P. | 7,434 | $26.0K | 0.00% | −10,200−57.8% | Reduced |
| Verus Capital Partners, LLC | 10,000 | $34.0K | 0.01% | +10,000 | New |
| Raymond James Trust N.A. | 10,080 | $35.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 10,805 | $37.0K | 0.00% | −900−7.7% | Reduced |
| Gladius Capital Management LP | 10,966 | $38.0K | 0.01% | −5,217−32.2% | Reduced |
| Matrix Private Capital Group LLC | 11,500 | $39.0K | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 11,880 | $41.0K | 0.00% | −15,551−56.7% | Reduced |
| Victory Capital Management Inc | 12,809 | $44.0K | 0.00% | −3,172−19.8% | Reduced |
| Goodman Advisory Group, LLC | 13,086 | $45.0K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 12,995 | $45.0K | 0.00% | +183+1.4% | Added |
| Deutsche Bank AG | 13,459 | $46.0K | 0.00% | −1,827−12.0% | Reduced |
| Citadel Advisors LLC | 13,704 | $47.0K | 0.00% | −28,300−67.4% | Reduced |
| JPMorgan Chase & Co | 14,981 | $52.0K | 0.00% | −22−0.1% | Reduced |
| Eudaimonia Partners, LLC | 16,031 | $55.0K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 17,520 | $60.0K | 0.00% | +5,784+49.3% | Added |
| Creative Planning | 17,781 | $61.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 18,245 | $63.0K | 0.00% | +165+0.9% | Added |
| D. E. Shaw & Co., Inc. | 18,659 | $64.0K | 0.00% | −72,266−79.5% | Reduced |
| Tower Research Capital LLC (TRC) | 18,794 | $65.0K | 0.00% | +11,877+171.7% | Added |
| Royal Bank of Canada | 20,355 | $70.0K | 0.00% | −3,899−16.1% | Reduced |
| New York State Common Retirement Fund | 20,558 | $71.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 22,300 | $76.0K | 0.00% | +22,300 | New |
| Pathstone Family Office, LLC | 28,000 | $96.0K | 0.00% | +28,000 | New |
| STRS Ohio | 28,399 | $97.0K | 0.00% | +20,899+278.7% | Added |
| UBS Group AG | 33,701 | $115.0K | 0.00% | +10,336+44.2% | Added |
| Virtu Financial LLC | 36,578 | $125.0K | 0.01% | −35,083−49.0% | Reduced |
| Rhumbline Advisers | 47,146 | $162.0K | 0.00% | +2,330+5.2% | Added |
| Boothbay Fund Management, LLC | 50,050 | $172.0K | 0.01% | +39,212+361.8% | Added |
| Charles Schwab Investment Management Inc | 70,157 | $241.0K | 0.00% | 00.0% | Unchanged |
| Telemetry Investments, L.L.C. | 70,435 | $242.0K | 0.40% | +45,584+183.4% | Added |
| Bank of New York Mellon Corp | 98,514 | $338.0K | 0.00% | +13,528+15.9% | Added |
| Murchinson Ltd. | 100,100 | $343.0K | 0.10% | +100,100 | New |
| Nuveen Asset Management, LLC | 101,965 | $349.0K | 0.00% | −188−0.2% | Reduced |
| Legacy Advisors, LLC | 117,019 | $401.0K | 0.09% | −5,800−4.7% | Reduced |
| Bridgeway Capital Management, LLC | 124,362 | $427.0K | 0.01% | 00.0% | Unchanged |
| Sagefield Capital LP | 190,866 | $655.0K | 0.21% | +115,000+151.6% | Added |
| Wolverine Asset Management LLC | 205,267 | $704.0K | 0.01% | +170,107+483.8% | Added |
| Anson Funds Management LP | 214,619 | $736.0K | 0.14% | +120,861+128.9% | Added |
| Northern Trust Corp | 215,987 | $741.0K | 0.00% | −7,330−3.3% | Reduced |
| PenderFund Capital Management Ltd. | 162,300 | $769.0K | 0.24% | +35,300+27.8% | Added |
| Ergoteles LLC | 395,246 | $1.36M | 0.05% | +188,978+91.6% | Added |
| Verition Fund Management LLC | 418,448 | $1.44M | 0.02% | −9,662−2.3% | Reduced |
| Geode Capital Management, LLC | 506,821 | $1.74M | 0.00% | −76,298−13.1% | Reduced |
| State Street Corp | 540,632 | $1.85M | 0.00% | +7,739+1.5% | Added |
| Arena Investors LP | 578,717 | $1.98M | 1.01% | +578,717 | New |
| Bank of America Corp | 659,570 | $2.26M | 0.00% | −57,637−8.0% | Reduced |
| Gardner Lewis Asset Management L P | 1,062,950 | $3.65M | 0.84% | +162,050+18.0% | Added |
| Vanguard Group Inc | 1,285,221 | $4.41M | 0.00% | −2,995−0.2% | Reduced |
| BlackRock Inc. | 1,349,963 | $4.63M | 0.00% | −208,328−13.4% | Reduced |
| Morgan Stanley | 1,891,069 | $6.49M | 0.00% | +344,166+22.2% | Added |
| Mill Road Capital Management LLC | 2,587,106 | $8.87M | 4.70% | +44,400+1.7% | Added |
| Axar Capital Management L.P. | 88,633,045 | $304.0M | 100.00% | 00.0% | Unchanged |
| Beryl Capital Management LLC | 0 | $0 | 0.00% | −638,166−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −314,500−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −131,254−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −40,315−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,398−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −8,028−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |