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Carriage Services
CSV

153 hedge funds and large institutions have $436M invested in Carriage Services in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

654% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $190K

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

33% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 42

27% more capital invested

Capital invested by funds: $343M → $436M (+$92.5M)

6% more funds holding

Funds holding: 144 → 153 (+9)

3.11% more ownership

Funds ownership: 68.78% → 71.88% (+3.1%)

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
56
Reduced
42
Closed
14
Calls
$1.43M
Puts
$190K
Net Calls
+$1.24M
Net Calls Change
+$222K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.4M
2
DLP
De Lisle Partners
United Kingdom
+$4.58M
3
LSV Asset Management
LSV Asset Management
Illinois
+$2.41M
4
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
+$2.1M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.27M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$4.74M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.42M
3
KWM
Kingsview Wealth Management
Oregon
-$2.15M
4
Jane Street
Jane Street
New York
-$1.62M
5
Charles Schwab
Charles Schwab
California
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Universal-Beteiligungs- und Servicegesellschaft
26
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.57M +$3.3M +89,477 New
Two Sigma Investments
27
Two Sigma Investments
New York
$3.36M -$277K -7,501 -8%
PP
28
Praetorian PR
Puerto Rico
$3.19M – – –
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$3.1M +$446K +12,103 +18%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$3.08M -$180K -4,889 -6%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$2.91M +$1.27M +34,436 +89%
RFC
32
Regions Financial Corp
Alabama
$2.86M +$292K +7,920 +12%
JCP
33
JB Capital Partners
New York
$2.83M – – –
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$2.57M -$397K -10,757 -14%
LPL Financial
35
LPL Financial
California
$2.46M +$112K +3,030 +5%
HIM
36
Hillsdale Investment Management
Ontario, Canada
$2.45M +$29.5K +800 +1%
MMM
37
Mendel Money Management
Illinois
$2.41M -$151K -4,087 -6%
DDPIC
38
Deroy & Devereaux Private Investment Counsel
Michigan
$2.27M +$2.1M +57,020 New
MHP
39
Manatuck Hill Partners
Connecticut
$2.19M +$369K +10,000 +22%
NIG
40
NFJ Investment Group
Texas
$2.14M -$24.3K -659 -1%
Goldman Sachs
41
Goldman Sachs
New York
$2.07M -$110K -2,983 -5%
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.02M +$895K +24,263 +92%
Marshall Wace
43
Marshall Wace
United Kingdom
$1.76M +$349K +9,461 +27%
First Trust Advisors
44
First Trust Advisors
Illinois
$1.61M -$166K -4,504 -10%
Citadel Advisors
45
Citadel Advisors
Florida
$1.56M -$805K -21,834 -36%
Bank of America
46
Bank of America
North Carolina
$1.48M +$195K +5,296 +17%
AIMCA
47
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.39M +$99.6K +2,700 +8%
Axa
48
Axa
France
$1.38M – – –
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$1.28M +$449K +12,180 +61%
Invesco
50
Invesco
Georgia
$1.27M +$54.2K +1,469 +5%
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CSV Hedge Fund Activity: Q4 2024 in Review

153 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q4 2024, worth a combined $436M — up 27% from $343M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CSV positions and 14 closed out — a net gain of 12 holders — while 56 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $15.4M. The largest seller was Ameriprise, cutting an estimated $4.74M.

  • 153 institutional investors held Carriage Services (CSV) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $436M of Carriage Services stock for Q4 2024, up 27% quarter-over-quarter.
  • 26 funds opened new Carriage Services positions in Q4 2024 and 14 closed out, a net change of +12 holders.
  • The largest Carriage Services buyer in Q4 2024 was Fidelity Investments, an estimated $15.4M added.
  • The largest Carriage Services seller in Q4 2024 was Ameriprise, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2024.