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Carriage Services
CSV

Overview Fund Activity

120 hedge funds and large institutions have $400M invested in Carriage Services in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 12 closing their positions.

Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
38
Reduced
39
Closed
12
Calls
$920K
Puts
$105K
Net Calls
+$815K
Net Calls Change
+$1.41M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$6.93M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$24.7M
3
PI
3
Putnam Investments
Massachusetts
$4.36M
4
Brown Advisory
4
Brown Advisory
Maryland
$3.37M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$3.12M

Top Sellers

1
AWW
1
Alan W. Weber
$3.76M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25.1M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$10.3M
4
WSA
4
Wall Street Associates
California
$2.07M
5
GC
5
Guggenheim Capital
Illinois
$940K
Name Market Value Shares Shares
Change 		Shares
Change %
EARNEST Partners
101
EARNEST Partners
Georgia
$72K 2,500 – –
BlackRock
102
BlackRock
New York
$62K 2,166 +200 +10%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$51K 1,780 +186 +12%
TSW
104
Thompson Siegel & Walmsley
Virginia
$34K 1,200 – –
SGAM
105
Smith Group Asset Management
Texas
$32K 1,115 -3 -0.3%
DADC
106
D.A. Davidson & Co
Montana
$28K 993 – –
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$21K 732 – –
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$18K 650 +650 New
WT
109
Whittier Trust
California
$17K 600 – –
WAM
110
Wealthspire Advisors (Maryland)
Maryland
$13K 445 -270 -38%
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$10K 361 -29 -7%
IA
112
IFP Advisors
Florida
$8K 270 – –
AG
113
Advisor Group
Arizona
$7K 260 +50 +24%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$5.81K 203 -828 -80%
WA
115
WFG Advisors
Texas
$4K 134 – –
Simplex Trading
116
Simplex Trading
Illinois
$4K 170 +22 +15%
SBL
117
Sargent Bickham Lagudis
Colorado
$3K 120 – –
SJIM
118
St. Johns Investment Management
Florida
$3K 100 – –
QI
119
QS Investors
New York
$1K 21 – –
CA
120
Cetera Advisors
Colorado
– – -55,050 Closed
Millennium Management
121
Millennium Management
New York
– – -21,550 Closed
BFM
122
Boothbay Fund Management
New York
– – -17,189 Closed
ARM
123
Adirondack Research & Management
New York
– – -15,201 Closed
AFG
124
American Financial Group
Ohio
– – -13,438 Closed
MF
125
Magnetar Financial
Illinois
– – -11,100 Closed
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5
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