Carriage Services
CSV
99 hedge funds and large institutions have $264M invested in Carriage Services in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 42 reducing their positions, and 14 closing their positions.
400% more call options, than puts
Call options by funds: $5K | Put options by funds: $1K
4% less capital invested
Capital invested by funds: $276M → $264M (-$11.7M)
2.47% less ownership
Funds ownership: 78.75% → 76.28% (-2.5%)
7% less funds holding
Funds holding: 106 → 99 (-7)
29% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 42
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$5.64M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.47M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.59M |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$1.01M |
| 5 |
Millennium Management
New York
|
+$926K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
-$6.28M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.02M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$986K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$889K |
| 5 |
D.E. Shaw & Co
New York
|
-$759K |
CSV Hedge Fund Activity: Q2 2019 in Review
99 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q2 2019, worth a combined $264M — down 4.2% from $276M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of CSV and 9 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 30 added.
The largest buyer was Nuveen, opening a new position worth an estimated $5.64M. The largest seller was Global Alpha Capital Management, cutting an estimated $6.28M.
- 99 institutional investors held Carriage Services (CSV) as of Q2 2019, down from 106 in Q1 2019.
- Funds reported $264M of Carriage Services stock for Q2 2019, down 4.2% quarter-over-quarter.
- 9 funds opened new Carriage Services positions in Q2 2019 and 14 closed out, a net change of -5 holders.
- The largest Carriage Services buyer in Q2 2019 was Nuveen, an estimated $5.64M added.
- The largest Carriage Services seller in Q2 2019 was Global Alpha Capital Management, an estimated $6.28M sold.
Based on aggregated 13F filings for Q2 2019.