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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
Point72 Asset Management
76
Point72 Asset Management
Connecticut
$364K +$164K +4,445 +95%
IQI
77
Integrated Quantitative Investments
Washington
$355K +$328K +8,896 New
NRD
78
Nebula Research & Development
New York
$352K -$28.7K -779 -8%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$348K -$43.4K -1,176 -12%
Franklin Resources
80
Franklin Resources
California
$342K +$317K +8,582 New
VI
81
Versor Investments
New York
$334K +$18.4K +500 +6%
ZIM
82
Zacks Investment Management
Illinois
$330K -$45K -1,220 -13%
MIM
83
MetLife Investment Management
New Jersey
$328K +$9.07K +246 +3%
JF
84
Jump Financial
Illinois
$327K +$22.1K +600 +8%
Wells Fargo
85
Wells Fargo
California
$322K +$113K +3,069 +61%
OQS
86
Occudo Quantitative Strategies
Florida
$321K -$39.6K -1,074 -12%
SG Americas Securities
87
SG Americas Securities
New York
$320K +$64K +1,736 +28%
A
88
AlphaQuest
New York
$312K -$86.6K -2,348 -23%
Mirae Asset Global ETFs Holdings
89
Mirae Asset Global ETFs Holdings
Hong Kong
$310K +$8.34K +226 +3%
MF
90
Magnetar Financial
Illinois
$308K +$285K +7,733 New
Principal Financial Group
91
Principal Financial Group
Iowa
$307K +$23K +624 +9%
EGM
92
Engineers Gate Manager
New York
$305K +$52.9K +1,433 +23%
TWM
93
TSA Wealth Management
Texas
$303K – – –
Squarepoint
94
Squarepoint
New York
$282K +$261K +7,081 New
CF
95
Corebridge Financial
Texas
$271K -$18.9K -513 -7%
Cerity Partners
96
Cerity Partners
New York
$256K +$238K +6,448 New
ECM
97
EMC Capital Management
Texas
$248K +$52.3K +1,419 +30%
HWM
98
Hohimer Wealth Management
Washington
$247K +$229K +6,201 New
QC
99
Quadrature Capital
United Kingdom
$247K +$228K +6,183 New
Mariner
100
Mariner
Kansas
$241K -$22.9K -620 -9%
2 3
4
5 6

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.