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Carriage Services

126 hedge funds and large institutions have $361M invested in Carriage Services in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

29% more capital invested

Capital invested by funds: $281M → $361M (+$80.1M)

22% more call options, than puts

Call options by funds: $243K | Put options by funds: $199K

16% more funds holding

Funds holding: 109126 (+17)

2% more ownership

Funds ownership: 77.02%79.02% (+2%)

Holders
126
Holders Change
+17
Holders Change %
+15.6%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
47
Reduced
32
Closed
9
Calls
$243K
Puts
$199K
Net Calls
+$44K
Net Calls Change
+$44K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
101
Legal & General Group
United Kingdom
$151K
SO
102
STRS Ohio
Ohio
$148K
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$127K
BEAM
104
Baker Ellis Asset Management
Washington
$118K +$112K +4,600 New
Citigroup
105
Citigroup
New York
$110K +$43.6K +1,796 +72%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$107K +$15.1K +623 +18%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$103K +$30.9K +1,273 +46%
SG Americas Securities
108
SG Americas Securities
New York
$101K +$95.7K +3,945 New
EARNEST Partners
109
EARNEST Partners
Georgia
$64K
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$50K
AIP
111
Ameritas Investment Partners
Nebraska
$37K +$7.06K +291 +25%
TSW
112
Thompson Siegel & Walmsley
Virginia
$31K
Canada Life
113
Canada Life
Manitoba, Canada
$31K +$30.1K +1,240 New
Federated Hermes
114
Federated Hermes
Pennsylvania
$29K +$27.6K +1,140 +5,429%
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$27K +$3.56K +147 +17%
HNB
116
Huntington National Bank
Ohio
$18K
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$24 +1 +0.2%
TRCT
118
Tower Research Capital (TRC)
New York
$16K -$10.1K -416 -41%
BBHC
119
Brown Brothers Harriman & Co
New York
$15K
WT
120
Whittier Trust
California
$15K
PHK
121
Point72 Hong Kong
Hong Kong
$15K +$14.4K +593 New
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$9K +$8.49K +350 New
IA
123
IFP Advisors
Florida
$6K
QCG
124
Quadrant Capital Group
Ohio
$3K
TL
125
TrueWealth LLC
Georgia
$3K