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Carriage Services

114 hedge funds and large institutions have $259M invested in Carriage Services in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $1.84M

0.51% more ownership

Funds ownership: 68.52%69.03% (+0.51%)

4% less funds holding

Funds holding: 119114 (-5)

11% less capital invested

Capital invested by funds: $290M → $259M (-$31.3M)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
114
Holders Change
-5
Holders Change %
-4.2%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
36
Reduced
42
Closed
20
Calls
$2.33M
Puts
$1.84M
Net Calls
+$492K
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
101
Whittier Trust
California
$15K
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.7K +$3.18K +135 +46%
SPIA
103
Steward Partners Investment Advisory
New York
$10.2K +$9.6K +408 New
QCG
104
Quadrant Capital Group
Ohio
$7.73K -$7.42K -315 -50%
IA
105
IFP Advisors
Florida
$6.75K
SIC
106
Salem Investment Counselors
North Carolina
$6.2K
Fidelity Investments
107
Fidelity Investments
Massachusetts
$5.09K -$18.9K -803 -80%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$5K -$29.2K -1,239 -86%
ACM
109
Aquatic Capital Management
Illinois
$3K -$61.2K -2,600 -96%
PCM
110
Perritt Capital Management
Illinois
$2.51K
NECFA
111
New England Capital Financial Advisors
Connecticut
$768
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$525
FFA
113
Farther Finance Advisors
California
$500 -$259 -11 -35%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$325 -$895 -38 -75%
FAM
115
Fenimore Asset Management
New York
-$4.84M -171,337 Closed
Allspring Global Investments
116
Allspring Global Investments
North Carolina
-$3.04M -107,721 Closed
Walleye Capital
117
Walleye Capital
New York
-$2.32M -82,085 Closed
CIA
118
Capital Impact Advisors
Massachusetts
-$777K -27,519 Closed
SMH
119
Sanders Morris Harris
Texas
-$757K -26,790 Closed
SC
120
Skylands Capital
Wisconsin
-$613K -21,700 Closed
DC
121
Diametric Capital
Massachusetts
-$565K -20,000 Closed
SCP
122
Seizert Capital Partners
Michigan
-$484K -17,119 Closed
SC
123
Saltoro Capital
Texas
-$477K -16,898 Closed
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
-$378K -11,902 Closed
Wolverine Trading
125
Wolverine Trading
Illinois
-$265K -11,266 Closed