Carriage Services
CSV
106 hedge funds and large institutions have $276M invested in Carriage Services in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 17 closing their positions.
438% more call options, than puts
Call options by funds: $215K | Put options by funds: $40K
28% more capital invested
Capital invested by funds: $216M → $276M (+$59.5M)
25% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 32
6.06% more ownership
Funds ownership: 72.68% → 78.75% (+6.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 112 → 106 (-6)
35% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.18M |
| 2 |
TA
Teachers Advisors
New York
|
+$2.44M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.17M |
| 4 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$2.1M |
| 5 |
Renaissance Technologies
New York
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$4.76M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.54M |
| 3 |
Millennium Management
New York
|
-$1.88M |
| 4 |
KTA
Keeley-Teton Advisors
Chicago,
Illinois
|
-$1.66M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$771K |
CSV Hedge Fund Activity: Q1 2019 in Review
106 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q1 2019, worth a combined $276M — up 28% from $216M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of CSV and 11 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 40 added.
The largest buyer was Arrowstreet Capital, adding an estimated $4.18M. The largest seller was LSV Asset Management, cutting an estimated $4.76M.
- 106 institutional investors held Carriage Services (CSV) as of Q1 2019, down from 112 in Q4 2018.
- Funds reported $276M of Carriage Services stock for Q1 2019, up 28% quarter-over-quarter.
- 11 funds opened new Carriage Services positions in Q1 2019 and 17 closed out, a net change of -6 holders.
- The largest Carriage Services buyer in Q1 2019 was Arrowstreet Capital, an estimated $4.18M added.
- The largest Carriage Services seller in Q1 2019 was LSV Asset Management, an estimated $4.76M sold.
Based on aggregated 13F filings for Q1 2019.