Carriage Services
CSV
117 hedge funds and large institutions have $369M invested in Carriage Services in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 12 closing their positions.
92% more call options, than puts
Call options by funds: $566K | Put options by funds: $295K
3% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 39
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.54% less ownership
Funds ownership: 86.7% → 86.16% (-0.54%)
4% less funds holding
Funds holding: 122 → 117 (-5)
6% less capital invested
Capital invested by funds: $390M → $369M (-$21.5M)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Top Buyers
Top Sellers
CSV Hedge Fund Activity: Q3 2017 in Review
117 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q3 2017, worth a combined $369M — down 5.5% from $390M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of CSV and 8 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 40 added.
The largest buyer was Ameriprise, opening a new position worth an estimated $4.82M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $9.7M sold.
- 117 institutional investors held Carriage Services (CSV) as of Q3 2017, down from 122 in Q2 2017.
- Funds reported $369M of Carriage Services stock for Q3 2017, down 5.5% quarter-over-quarter.
- 8 funds opened new Carriage Services positions in Q3 2017 and 12 closed out, a net change of -4 holders.
- The largest Carriage Services buyer in Q3 2017 was Ameriprise, an estimated $4.82M added.
- The largest Carriage Services seller in Q3 2017 was Massachusetts Financial Services, an estimated $9.7M sold.
Based on aggregated 13F filings for Q3 2017.