We are live on ! Find out more
CSV icon

Carriage Services

122 hedge funds and large institutions have $390M invested in Carriage Services in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

24% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $1.2M

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

3% more funds holding

Funds holding: 118122 (+4)

1.94% more ownership

Funds ownership: 84.76%86.7% (+1.9%)

2% more capital invested

Capital invested by funds: $383M → $390M (+$7.42M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
42
Reduced
37
Closed
7
Calls
$1.48M
Puts
$1.2M
Net Calls
+$284K
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$43K -$276K -10,258 -86%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$42.7K +$41.6K +1,550 +4,429%
TSW
103
Thompson Siegel & Walmsley
Virginia
$32K
AIP
104
Ameritas Investment Partners
Nebraska
$31K
SGAM
105
Smith Group Asset Management
Texas
$30K -$107 -4 -0.4%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$20K
HNB
107
Huntington National Bank
Ohio
$19K +$18.8K +700 New
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$27 +1 +0.2%
WT
109
Whittier Trust
California
$16K
DADC
110
D.A. Davidson & Co
Montana
$14K -$672 -25 -4%
WA
111
WFG Advisors
Texas
$12K +$27 +1 +0.2%
WAM
112
Wealthspire Advisors (Maryland)
Maryland
$11K
SEI Investments
113
SEI Investments
Pennsylvania
$7K -$54.9K -2,044 -89%
IA
114
IFP Advisors
Florida
$7K
MA
115
MUFG Americas
New York
$7K +$6.72K +250 New
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$5K -$5.05K -188 -52%
AG
117
Advisor Group
Arizona
$5K -$1.99K -74 -28%
BFEC
118
Benjamin F. Edwards & Company
Missouri
$4K
SBL
119
Sargent Bickham Lagudis
Colorado
$3K
SJIM
120
St. Johns Investment Management
Florida
$3K
QI
121
QS Investors
New York
$1K
PI
122
Putnam Investments
Massachusetts
-$3.86M -142,300 Closed
AI
123
Axiom Investors
Connecticut
-$1.53M -56,406 Closed
PPA
124
Parametric Portfolio Associates
Washington
-$1.3M -48,042 Closed
N
125
Nuveen
North Carolina
-$281K -10,358 Closed