Carriage Services
CSV
154 hedge funds and large institutions have $620M invested in Carriage Services in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 70 reducing their positions, and 20 closing their positions.
3.45% more ownership
Funds ownership: 72.4% → 75.84% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less funds holding
Funds holding: 158 → 154 (-4)
20% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 20
20% less capital invested
Capital invested by funds: $776M → $620M (-$156M)
43% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$5.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.52M |
| 3 |
Morgan Stanley
New York
|
+$3.69M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.19M |
| 5 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$2.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MRCM
Mill Road Capital Management
Greenwich,
Connecticut
|
-$8.15M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.53M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$5.82M |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$4.41M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$3.6M |
CSV Hedge Fund Activity: Q1 2022 in Review
154 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q1 2022, worth a combined $620M — down 20% from $776M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of CSV and 16 opened new positions — a net loss of 4 holders — while 70 trimmed existing stakes and 40 added.
The largest buyer was Deutsche Bank, adding an estimated $5.6M. The largest seller was Mill Road Capital Management, cutting an estimated $8.15M.
- 154 institutional investors held Carriage Services (CSV) as of Q1 2022, down from 158 in Q4 2021.
- Funds reported $620M of Carriage Services stock for Q1 2022, down 20% quarter-over-quarter.
- 16 funds opened new Carriage Services positions in Q1 2022 and 20 closed out, a net change of -4 holders.
- The largest Carriage Services buyer in Q1 2022 was Deutsche Bank, an estimated $5.6M added.
- The largest Carriage Services seller in Q1 2022 was Mill Road Capital Management, an estimated $8.15M sold.
Based on aggregated 13F filings for Q1 2022.