Carriage Services
CSV
123 hedge funds and large institutions have $322M invested in Carriage Services in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 18 closing their positions.
629% more call options, than puts
Call options by funds: $4.13M | Put options by funds: $567K
27% more capital invested
Capital invested by funds: $253M → $322M (+$69M)
11% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 18
8.46% more ownership
Funds ownership: 62.34% → 70.8% (+8.5%)
2% more funds holding
Funds holding: 121 → 123 (+2)
20% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$8.67M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.35M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$4.38M |
| 4 |
HFA
Harbert Fund Advisors
Birmingham,
Alabama
|
+$2.8M |
| 5 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
+$2.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIM
DC Investments Management
Mclean,
Virginia
|
-$1.37M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.36M |
| 3 |
BlackRock
New York
|
-$1.17M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$1.13M |
| 5 |
Two Sigma Advisers
New York
|
-$1.12M |
CSV Hedge Fund Activity: Q1 2023 in Review
123 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q1 2023, worth a combined $322M — up 27% from $253M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CSV positions and 18 closed out — a net gain of 2 holders — while 32 added to existing stakes and 40 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $8.67M. The largest seller was DC Investments Management, cutting an estimated $1.37M.
- 123 institutional investors held Carriage Services (CSV) as of Q1 2023, up from 121 in Q4 2022.
- Funds reported $322M of Carriage Services stock for Q1 2023, up 27% quarter-over-quarter.
- 20 funds opened new Carriage Services positions in Q1 2023 and 18 closed out, a net change of +2 holders.
- The largest Carriage Services buyer in Q1 2023 was LSV Asset Management, an estimated $8.67M added.
- The largest Carriage Services seller in Q1 2023 was DC Investments Management, an estimated $1.37M sold.
Based on aggregated 13F filings for Q1 2023.