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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
SA
51
Sanctuary Advisors
Indiana
$1.16M +$1.03M +27,899 New
LTAS
52
Linden Thomas Advisory Services
North Carolina
$1.09M +$188K +5,093 +23%
HF
53
HRT Financial
New York
$1.05M +$239K +6,466 +33%
American Century Companies
54
American Century Companies
Missouri
$992K +$107K +2,900 +13%
AQR Capital Management
55
AQR Capital Management
Connecticut
$861K -$91.3K -2,474 -10%
PMAM
56
Penn Mutual Asset Management
Pennsylvania
$857K +$306K +8,300 +63%
PAM
57
Parvin Asset Management
South Dakota
$856K +$792K +21,475 New
Barclays
58
Barclays
United Kingdom
$852K +$34.6K +937 +5%
II
59
Inspire Investing
Idaho
$821K +$760K +20,604 New
GCP
60
GSA Capital Partners
United Kingdom
$772K +$342K +9,267 +92%
VFA
61
Values First Advisors
Tennessee
$697K +$9.96K +270 +2%
Group One Trading
62
Group One Trading
Illinois
$694K +$399K +10,825 +164%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$679K -$560K -15,180 -47%
Man Group
64
Man Group
United Kingdom
$602K +$149K +4,045 +37%
Millennium Management
65
Millennium Management
New York
$542K -$707K -19,170 -58%
Brown Advisory
66
Brown Advisory
Maryland
$542K -$36.9K -1,000 -7%
AllianceBernstein
67
AllianceBernstein
Tennessee
$540K -$5.17K -140 -1%
Citigroup
68
Citigroup
New York
$514K -$52.9K -1,435 -10%
XT
69
XTX Topco
Cayman Islands
$504K +$132K +3,591 +40%
UBS Group
70
UBS Group
Switzerland
$483K -$172K -4,667 -28%
AG
71
Algert Global
California
$483K -$66K -1,790 -13%
Simplex Trading
72
Simplex Trading
Illinois
$473K -$932K -25,258 -68%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$462K +$144K +3,900 +51%
VOYA Investment Management
74
VOYA Investment Management
Georgia
$436K -$14.5K -394 -3%
Deutsche Bank
75
Deutsche Bank
Germany
$394K – – –
1 2
3
4 5

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.