Carriage Services
CSV
121 hedge funds and large institutions have $253M invested in Carriage Services in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 22 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 26
20% more call options, than puts
Call options by funds: $2.28M | Put options by funds: $1.9M
5% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 22
2% less funds holding
Funds holding: 123 → 121 (-2)
10.35% less ownership
Funds ownership: 72.69% → 62.34% (-10%)
26% less capital invested
Capital invested by funds: $344M → $253M (-$90.8M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$4.28M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.27M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.12M |
| 4 |
Bank of New York Mellon
New York
|
+$1.73M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
-$29.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.13M |
| 3 |
PI
PEAK6 Investments
Chicago,
Illinois
|
-$1.87M |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$1.26M |
| 5 |
Goldman Sachs
New York
|
-$874K |
CSV Hedge Fund Activity: Q4 2022 in Review
121 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q4 2022, worth a combined $253M — down 26% from $344M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of CSV and 21 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 47 added.
The largest buyer was Allspring Global Investments, adding an estimated $4.28M. The largest seller was Global Alpha Capital Management, exiting entirely with an estimated $29.8M sold.
- 121 institutional investors held Carriage Services (CSV) as of Q4 2022, down from 123 in Q3 2022.
- Funds reported $253M of Carriage Services stock for Q4 2022, down 26% quarter-over-quarter.
- 21 funds opened new Carriage Services positions in Q4 2022 and 22 closed out, a net change of -1 holder.
- The largest Carriage Services buyer in Q4 2022 was Allspring Global Investments, an estimated $4.28M added.
- The largest Carriage Services seller in Q4 2022 was Global Alpha Capital Management, an estimated $29.8M sold.
Based on aggregated 13F filings for Q4 2022.