Carriage Services
CSV
117 hedge funds and large institutions have $366M invested in Carriage Services in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 10 closing their positions.
2.31% more ownership
Funds ownership: 86.16% → 88.47% (+2.3%)
2% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 42
0% more funds holding
Funds holding: 117 → 117 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
1% less capital invested
Capital invested by funds: $369M → $366M (-$2.77M)
95% less call options, than puts
Call options by funds: $24K | Put options by funds: $488K
Top Buyers
| 1 |
BlackRock
New York
|
+$3.69M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.11M |
| 3 |
Renaissance Technologies
New York
|
+$1.99M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.66M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$1.64M |
Top Sellers
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$4.64M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.34M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$3.96M |
| 4 |
KTA
Keeley-Teton Advisors
Chicago,
Illinois
|
-$2.23M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.11M |
CSV Hedge Fund Activity: Q4 2017 in Review
117 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q4 2017, worth a combined $366M — down 0.75% from $369M a quarter earlier.
Fund positioning in CSV was balanced in Q4 2017: 10 funds opened new positions, 10 closed out, 43 added to existing stakes and 42 trimmed.
The largest buyer was BlackRock, adding an estimated $3.69M. The largest seller was Brown Advisory, exiting entirely with an estimated $4.64M sold.
- 117 institutional investors held Carriage Services (CSV) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $366M of Carriage Services stock for Q4 2017, down 0.75% quarter-over-quarter.
- 10 funds opened new Carriage Services positions in Q4 2017 and 10 closed out, a net change of 0 holders.
- The largest Carriage Services buyer in Q4 2017 was BlackRock, an estimated $3.69M added.
- The largest Carriage Services seller in Q4 2017 was Brown Advisory, an estimated $4.64M sold.
Based on aggregated 13F filings for Q4 2017.