Carriage Services
CSV
133 hedge funds and large institutions have $478M invested in Carriage Services in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 14 closing their positions.
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
16% more capital invested
Capital invested by funds: $411M → $478M (+$67.5M)
2% more funds holding
Funds holding: 130 → 133 (+3)
2.24% more ownership
Funds ownership: 72.98% → 75.22% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
28% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 50
74% less call options, than puts
Call options by funds: $605K | Put options by funds: $2.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$10.7M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$10.2M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.56M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$3.18M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AREX Capital Management
New York
|
-$3.81M |
| 2 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
-$2.64M |
| 3 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
|
-$2.59M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.51M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$2.17M |
CSV Hedge Fund Activity: Q1 2021 in Review
133 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q1 2021, worth a combined $478M — up 16% from $411M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CSV positions and 14 closed out — a net gain of 4 holders — while 36 added to existing stakes and 50 trimmed.
The largest buyer was Polar Asset Management Partners, adding an estimated $10.7M. The largest seller was AREX Capital Management, exiting entirely with an estimated $3.81M sold.
- 133 institutional investors held Carriage Services (CSV) as of Q1 2021, up from 130 in Q4 2020.
- Funds reported $478M of Carriage Services stock for Q1 2021, up 16% quarter-over-quarter.
- 18 funds opened new Carriage Services positions in Q1 2021 and 14 closed out, a net change of +4 holders.
- The largest Carriage Services buyer in Q1 2021 was Polar Asset Management Partners, an estimated $10.7M added.
- The largest Carriage Services seller in Q1 2021 was AREX Capital Management, an estimated $3.81M sold.
Based on aggregated 13F filings for Q1 2021.