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Carriage Services

92 hedge funds and large institutions have $257M invested in Carriage Services in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

25% more capital invested

Capital invested by funds: $205M → $257M (+$51.2M)

3% more funds holding

Funds holding: 8992 (+3)

1.97% more ownership

Funds ownership: 64.19%66.16% (+2%)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
31
Reduced
32
Closed
7
Calls
$117K
Puts
Net Calls
+$117K
Net Calls Change
+$77K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Skylands Capital
Wisconsin
$419K -$50.1K -2,600 -12%
SCM
52
Symons Capital Management
Pennsylvania
$415K +$382K +19,827 New
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$410K +$33.7K +1,750 +10%
MC
54
Miles Capital
Iowa
$399K -$302K -15,690 -45%
AFG
55
American Financial Group
Ohio
$340K
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$317K
1GA
57
1st Global Advisors
Texas
$311K +$10.2K +530 +4%
MLICM
58
Metropolitan Life Insurance Company (MetLife)
New York
$310K
AQR Capital Management
59
AQR Capital Management
Connecticut
$290K -$197K -10,210 -42%
GA
60
Geneva Advisors
Illinois
$287K +$58.2K +3,021 +28%
MERSOM
61
Municipal Employees' Retirement System of Michigan
Michigan
$270K -$9.63K -500 -4%
Invesco
62
Invesco
Georgia
$254K +$12.1K +628 +5%
CS
63
Credit Suisse
Switzerland
$249K -$30.3K -1,572 -12%
NCCM
64
Nine Chapters Capital Management
New Jersey
$239K +$220K +11,400 New
Morgan Stanley
65
Morgan Stanley
New York
$228K -$148K -7,679 -41%
AIG
66
American International Group
New York
$221K -$2.87K -149 -1%
CL
67
CSS LLC
Illinois
$210K
MBTD
68
Mechanics Bank - Trust Department
California
$210K
SCA
69
Salient Capital Advisors
Texas
$210K
BA
70
BlackRock Advisors
Delaware
$192K -$9.63K -500 -5%
CIA
71
Capital Impact Advisors
Massachusetts
$188K
Deutsche Bank
72
Deutsche Bank
Germany
$184K +$100K +5,195 +142%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$128K +$4.07K +211 +4%
UBS Group
74
UBS Group
Switzerland
$116K +$107K +5,546 New
BEAM
75
Baker Ellis Asset Management
Washington
$114K +$105K +5,450 New