Carriage Services
CSV
130 hedge funds and large institutions have $411M invested in Carriage Services in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 7 closing their positions.
243% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 7
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
44% more capital invested
Capital invested by funds: $286M → $411M (+$125M)
15% more funds holding
Funds holding: 113 → 130 (+17)
1.61% more ownership
Funds ownership: 71.37% → 72.98% (+1.6%)
22% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 45
83% less call options, than puts
Call options by funds: $669K | Put options by funds: $3.92M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$4.65M |
| 2 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
|
+$3.51M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$2.7M |
| 4 |
Morgan Stanley
New York
|
+$1.75M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$5.33M |
| 2 |
ACM
AREX Capital Management
New York
|
-$3.43M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.52M |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$1.33M |
| 5 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
-$1.27M |
CSV Hedge Fund Activity: Q4 2020 in Review
130 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q4 2020, worth a combined $411M — up 44% from $286M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new CSV positions and 7 closed out — a net gain of 17 holders — while 35 added to existing stakes and 45 trimmed.
The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $4.65M. The largest seller was Penn Capital Management, exiting entirely with an estimated $5.33M sold.
- 130 institutional investors held Carriage Services (CSV) as of Q4 2020, up from 113 in Q3 2020.
- Funds reported $411M of Carriage Services stock for Q4 2020, up 44% quarter-over-quarter.
- 24 funds opened new Carriage Services positions in Q4 2020 and 7 closed out, a net change of +17 holders.
- The largest Carriage Services buyer in Q4 2020 was Polar Asset Management Partners, an estimated $4.65M added.
- The largest Carriage Services seller in Q4 2020 was Penn Capital Management, an estimated $5.33M sold.
Based on aggregated 13F filings for Q4 2020.