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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
SS
151
SBI Securities
Japan
$199 +$184 +5 New
APW
152
Aventura Private Wealth
Florida
$159 +$148 +4 New
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$80 – – –
Assenagon Asset Management
154
Assenagon Asset Management
Luxembourg
– -$3.42M -104,072 Closed
KWM
155
Kingsview Wealth Management
Oregon
– -$2.15M -65,526 Closed
Jane Street
156
Jane Street
New York
– -$1.62M -49,481 Closed
Tudor Investment Corp
157
Tudor Investment Corp
Connecticut
– -$760K -23,146 Closed
MS
158
Maven Securities
Jersey
– -$657K -20,000 Closed
Wolverine Trading
159
Wolverine Trading
Illinois
– -$569K -15,419 Closed
DIM
160
DC Investments Management
Virginia
– -$374K -11,392 Closed
State of Tennessee, Department of Treasury
161
State of Tennessee, Department of Treasury
Tennessee
– -$344K -10,482 Closed
I
162
InceptionR
California
– -$209K -6,375 Closed
Verition Fund Management
163
Verition Fund Management
Connecticut
– -$204K -6,224 Closed
NC
164
nVerses Capital
Florida
– -$16.4K -500 Closed
CFB
165
Cullen/Frost Bankers
Texas
– -$5.94K -181 Closed
CPA
166
Capital Performance Advisors
California
– -$1.9K -58 Closed
TWD
167
True Wealth Design
Ohio
– -$230 -7 Closed
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.