Carriage Services
CSV
115 hedge funds and large institutions have $220M invested in Carriage Services in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 46 reducing their positions, and 21 closing their positions.
2.9% less ownership
Funds ownership: 79.02% → 76.13% (-2.9%)
9% less funds holding
Funds holding: 126 → 115 (-11)
15% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 46
39% less capital invested
Capital invested by funds: $361M → $220M (-$141M)
43% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 21
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
89% less call options, than puts
Call options by funds: $35K | Put options by funds: $306K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.49M |
| 2 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$7.54M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$3.2M |
| 4 |
ACM
AREX Capital Management
New York
|
+$2.97M |
| 5 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.19M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$2.12M |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$2.04M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$1.76M |
CSV Hedge Fund Activity: Q1 2020 in Review
115 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q1 2020, worth a combined $220M — down 39% from $361M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of CSV and 12 opened new positions — a net loss of 9 holders — while 46 trimmed existing stakes and 39 added.
The largest buyer was Ameriprise, adding an estimated $9.49M. The largest seller was Fidelity Investments, cutting an estimated $16.3M.
- 115 institutional investors held Carriage Services (CSV) as of Q1 2020, down from 126 in Q4 2019.
- Funds reported $220M of Carriage Services stock for Q1 2020, down 39% quarter-over-quarter.
- 12 funds opened new Carriage Services positions in Q1 2020 and 21 closed out, a net change of -9 holders.
- The largest Carriage Services buyer in Q1 2020 was Ameriprise, an estimated $9.49M added.
- The largest Carriage Services seller in Q1 2020 was Fidelity Investments, an estimated $16.3M sold.
Based on aggregated 13F filings for Q1 2020.