Carriage Services
CSV
126 hedge funds and large institutions have $361M invested in Carriage Services in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 9 closing their positions.
189% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 9
47% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 32
29% more capital invested
Capital invested by funds: $281M → $361M (+$80.1M)
22% more call options, than puts
Call options by funds: $243K | Put options by funds: $199K
16% more funds holding
Funds holding: 109 → 126 (+17)
2% more ownership
Funds ownership: 77.02% → 79.02% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$5.62M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$3.84M |
| 3 |
Goldman Sachs
New York
|
+$3.45M |
| 4 |
Squarepoint
New York
|
+$1.07M |
| 5 |
BlackRock
New York
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.5M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$1.77M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.71M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.43M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.38M |
CSV Hedge Fund Activity: Q4 2019 in Review
126 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q4 2019, worth a combined $361M — up 29% from $281M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new CSV positions and 9 closed out — a net gain of 17 holders — while 47 added to existing stakes and 32 trimmed.
The largest buyer was AJO LP, opening a new position worth an estimated $5.62M. The largest seller was Fidelity Investments, cutting an estimated $17.5M.
- 126 institutional investors held Carriage Services (CSV) as of Q4 2019, up from 109 in Q3 2019.
- Funds reported $361M of Carriage Services stock for Q4 2019, up 29% quarter-over-quarter.
- 26 funds opened new Carriage Services positions in Q4 2019 and 9 closed out, a net change of +17 holders.
- The largest Carriage Services buyer in Q4 2019 was AJO LP, an estimated $5.62M added.
- The largest Carriage Services seller in Q4 2019 was Fidelity Investments, an estimated $17.5M sold.
Based on aggregated 13F filings for Q4 2019.