We are live on ! Find out more
CSV icon

Carriage Services

117 hedge funds and large institutions have $330M invested in Carriage Services in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $748K | Put options by funds: $352K

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 120117 (-3)

11% less capital invested

Capital invested by funds: $371M → $330M (-$40.5M)

12.63% less ownership

Funds ownership: 92.59%79.96% (-13%)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
50
Reduced
31
Closed
13
Calls
$748K
Puts
$352K
Net Calls
+$396K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.6K
HNB
102
Huntington National Bank
Ohio
$15K
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$14K -$24 -1 -0.2%
KPCM
104
Kings Point Capital Management
New York
$13K
WT
105
Whittier Trust
California
$13K
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$11.4K -$471 -20 -4%
WAM
107
Wealthspire Advisors (Maryland)
Maryland
$9K
CWA
108
Clarus Wealth Advisors
Arizona
$7K -$400 -17 -5%
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$4K +$47 +2 +1%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$3K -$4M -169,962 -100%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$3K
IA
112
IFP Advisors
Florida
$3K
AG
113
Advisor Group
Arizona
$2K -$1.81K -77 -41%
TL
114
TrueWealth LLC
Georgia
$2K
QI
115
QS Investors
New York
$1K
FGAM
116
Financial Gravity Asset Management
Texas
$1K +$988 +42 +175%
CCM
117
Cadence Capital Management
Massachusetts
-$1.38M -55,998 Closed
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
-$505K -21,483 -100%
MF
119
Magnetar Financial
Illinois
-$524K -21,346 Closed
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$298K -12,149 Closed
AG
121
Aperio Group
California
-$243K -9,898 Closed
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
-$227K -9,260 Closed
AllianceBernstein
123
AllianceBernstein
Tennessee
-$223K -9,100 Closed
GKIM
124
GW&K Investment Management
Massachusetts
-$220K -8,975 Closed
CCIA
125
Campbell & Co Investment Adviser
Maryland
-$218K -8,878 Closed