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Carriage Services
CSV

153 hedge funds and large institutions have $436M invested in Carriage Services in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

654% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $190K

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

33% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 42

27% more capital invested

Capital invested by funds: $343M → $436M (+$92.5M)

6% more funds holding

Funds holding: 144 → 153 (+9)

3.11% more ownership

Funds ownership: 68.78% → 71.88% (+3.1%)

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
56
Reduced
42
Closed
14
Calls
$1.43M
Puts
$190K
Net Calls
+$1.24M
Net Calls Change
+$222K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.4M
2
DLP
De Lisle Partners
United Kingdom
+$4.58M
3
LSV Asset Management
LSV Asset Management
Illinois
+$2.41M
4
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
+$2.1M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.27M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$4.74M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.42M
3
KWM
Kingsview Wealth Management
Oregon
-$2.15M
4
Jane Street
Jane Street
New York
-$1.62M
5
Charles Schwab
Charles Schwab
California
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$14K +$2.84K +77 +28%
OPTFSNA
127
Old Point Trust & Financial Services N A
Virginia
$12K – – –
QCG
128
Quadrant Capital Group
Ohio
$11.4K +$516 +14 +5%
IA
129
IFP Advisors
Florida
$10.9K +$111 +3 +1%
SIC
130
Salem Investment Counselors
North Carolina
$9.88K – – –
LSA
131
Leonteq Securities AG
Switzerland
$9.76K +$9.04K +245 New
HCA
132
Harbor Capital Advisors
Illinois
$8K +$2.14K +58 +41%
VCM
133
Versant Capital Management
Arizona
$6.58K +$6.09K +165 New
VWM
134
Venturi Wealth Management
Texas
$5.7K – – –
SCM
135
Sterling Capital Management
North Carolina
$4.94K +$3.8K +103 +490%
Federated Hermes
136
Federated Hermes
Pennsylvania
$4.94K +$4.58K +124 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$4.54K – – –
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$3.94K – – –
SAM
139
Smartleaf Asset Management
Massachusetts
$3.41K -$184 -5 -5%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$2.07K – – –
Jones Financial Companies
141
Jones Financial Companies
Missouri
$1.99K +$1.84K +50 New
GI
142
GAMMA Investing
California
$1.55K -$1.18K -32 -45%
NECFA
143
New England Capital Financial Advisors
Connecticut
$1.24K – – –
FFA
144
Farther Finance Advisors
California
$797 – – –
AF
145
Allworth Financial
California
$715 – – –
LC
146
Lindbrook Capital
California
$677 – – –
RIL
147
Rothschild Investment LLC
Illinois
$399 – – –
PA
148
Parallel Advisors
California
$319 – – –
CAM
149
Creekmur Asset Management
Illinois
$255 – – –
EWA
150
EverSource Wealth Advisors
Alabama
$239 +$221 +6 New
3 4 5
6
7

CSV Hedge Fund Activity: Q4 2024 in Review

153 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q4 2024, worth a combined $436M — up 27% from $343M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CSV positions and 14 closed out — a net gain of 12 holders — while 56 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $15.4M. The largest seller was Ameriprise, cutting an estimated $4.74M.

  • 153 institutional investors held Carriage Services (CSV) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $436M of Carriage Services stock for Q4 2024, up 27% quarter-over-quarter.
  • 26 funds opened new Carriage Services positions in Q4 2024 and 14 closed out, a net change of +12 holders.
  • The largest Carriage Services buyer in Q4 2024 was Fidelity Investments, an estimated $15.4M added.
  • The largest Carriage Services seller in Q4 2024 was Ameriprise, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2024.