Carriage Services
CSV
112 hedge funds and large institutions have $216M invested in Carriage Services in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 20 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 116 → 112 (-4)
7.18% less ownership
Funds ownership: 79.86% → 72.68% (-7.2%)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
17% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 42
34% less capital invested
Capital invested by funds: $330M → $216M (-$113M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $32K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.63M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$2.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.15M |
| 4 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$1.35M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$13.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.11M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$4.56M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.44M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$2.32M |
CSV Hedge Fund Activity: Q4 2018 in Review
112 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q4 2018, worth a combined $216M — down 34% from $330M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of CSV and 18 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 35 added.
The largest buyer was Vanguard Group, adding an estimated $3.63M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $13.2M sold.
- 112 institutional investors held Carriage Services (CSV) as of Q4 2018, down from 116 in Q3 2018.
- Funds reported $216M of Carriage Services stock for Q4 2018, down 34% quarter-over-quarter.
- 18 funds opened new Carriage Services positions in Q4 2018 and 20 closed out, a net change of -2 holders.
- The largest Carriage Services buyer in Q4 2018 was Vanguard Group, an estimated $3.63M added.
- The largest Carriage Services seller in Q4 2018 was Westwood Holdings Group, an estimated $13.2M sold.
Based on aggregated 13F filings for Q4 2018.