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Carriage Services
CSV

73 hedge funds and large institutions have $184M invested in Carriage Services in 2013 Q2 according to their latest regulatory filings, with 73 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

59.81% more ownership

Funds ownership: 0% → 59.81% (+60%)

98% less call options, than puts

Call options by funds: $17K | Put options by funds: $749K

Holders
73
Holders Change
+73
Holders Change %
–
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
73
Increased
–
Reduced
–
Closed
–
Calls
$17K
Puts
$749K
Net Calls
-$732K
Net Calls Change
-$732K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$31M +$33.3M +1,827,957 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26.2M +$28.1M +1,543,602 New
FWSM
3
First Wilshire Securities Management
California
$17M +$18.2M +1,001,060 New
Renaissance Technologies
4
Renaissance Technologies
New York
$15.3M +$16.5M +905,300 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.87M +$9.54M +523,368 New
BIT
6
BlackRock Institutional Trust
California
$7.85M +$8.44M +463,154 New
BFA
7
BlackRock Fund Advisors
California
$6.64M +$7.14M +391,880 New
First Trust Advisors
8
First Trust Advisors
Illinois
$6.12M +$6.58M +361,219 New
MCP
9
Moab Capital Partners
New York
$4.63M +$4.97M +272,899 New
Allianz Asset Management
10
Allianz Asset Management
Germany
$4.46M +$4.79M +263,120 New
State Street
11
State Street
Massachusetts
$4.03M +$4.34M +238,000 New
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$4.01M +$4.31M +236,553 New
BA
13
Bard Associates
Illinois
$3.97M +$4.26M +234,022 New
JIR
14
James Investment Research
Ohio
$3.78M +$4.07M +223,269 New
Northern Trust
15
Northern Trust
Illinois
$3.74M +$4.02M +220,378 New
Morgan Stanley
16
Morgan Stanley
New York
$3.71M +$3.99M +218,884 New
RFC
17
Russell Frank Company
Washington
$3.37M +$3.62M +198,460 New
RC
18
RBF Capital
California
$3.06M +$3.29M +180,557 New
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$2.65M +$2.85M +156,400 New
BCM
20
Bridgeway Capital Management
Texas
$1.87M +$2.01M +110,500 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.6M +$1.73M +94,728 New
Wells Fargo
22
Wells Fargo
California
$1.58M +$1.69M +92,951 New
SNC
23
Stifel Nicolaus & Co
Missouri
$1.23M +$1.32M +72,483 New
TC
24
TFS Capital
Pennsylvania
$1.19M +$1.28M +70,074 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.19M +$1.28M +70,018 New
1
2 3

CSV Hedge Fund Activity: Q2 2013 in Review

73 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q2 2013, worth a combined $184M.

Buyers outnumbered sellers: 73 funds opened new CSV positions and 0 closed out — a net gain of 73 holders — while 0 added to existing stakes and 0 trimmed.

  • 73 institutional investors held Carriage Services (CSV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $184M of Carriage Services stock for Q2 2013.
  • 73 funds opened new Carriage Services positions in Q2 2013 and 0 closed out, a net change of +73 holders.

Based on aggregated 13F filings for Q2 2013.