Carriage Services
CSV
119 hedge funds and large institutions have $290M invested in Carriage Services in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 13 closing their positions.
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
3% more funds holding
Funds holding: 116 → 119 (+3)
0.08% more ownership
Funds ownership: 68.45% → 68.52% (+0.08%)
3% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 37
13% less capital invested
Capital invested by funds: $332M → $290M (-$42M)
54% less call options, than puts
Call options by funds: $717K | Put options by funds: $1.55M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BSCM
Berry Street Capital Management
London,
United Kingdom
|
+$2.86M |
| 2 |
Walleye Capital
New York
|
+$2.59M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$2.34M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.84M |
| 5 |
HHGC
Hunting Hill Global Capital
New York
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$3.89M |
| 2 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
-$3.11M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.49M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.47M |
| 5 |
Renaissance Technologies
New York
|
-$1.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
126
Inspire Advisors
Meridian,
Idaho
| – | -$266K | -8,177 | Closed |
|
|
LCM
127
Legato Capital Management
San Francisco,
California
| – | -$253K | -7,781 | Closed |
|
128
Allianz Asset Management
Munich,
Germany
| – | -$243K | -7,491 | Closed |
|
129
Janus Henderson Group
London,
United Kingdom
| – | -$220K | -6,785 | Closed |
|
130
Squarepoint
New York
| – | -$216K | -6,653 | Closed |
|
|
ARS
131
Adirondack Retirement Specialists
Queensbury,
New York
| – | -$2.11K | -65 | Closed |
|
|
LC
132
Lindbrook Capital
Calabasas,
California
| – | -$584 | -18 | Closed |
|
CSV Hedge Fund Activity: Q3 2023 in Review
119 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q3 2023, worth a combined $290M — down 13% from $332M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CSV positions and 13 closed out — a net gain of 3 holders — while 36 added to existing stakes and 37 trimmed.
The largest buyer was Berry Street Capital Management, opening a new position worth an estimated $2.86M. The largest seller was JP Morgan Chase, cutting an estimated $3.89M.
- 119 institutional investors held Carriage Services (CSV) as of Q3 2023, up from 116 in Q2 2023.
- Funds reported $290M of Carriage Services stock for Q3 2023, down 13% quarter-over-quarter.
- 16 funds opened new Carriage Services positions in Q3 2023 and 13 closed out, a net change of +3 holders.
- The largest Carriage Services buyer in Q3 2023 was Berry Street Capital Management, an estimated $2.86M added.
- The largest Carriage Services seller in Q3 2023 was JP Morgan Chase, an estimated $3.89M sold.
Based on aggregated 13F filings for Q3 2023.