Carriage Services
CSV
116 hedge funds and large institutions have $332M invested in Carriage Services in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 14 closing their positions.
3% more capital invested
Capital invested by funds: $322M → $332M (+$10.1M)
5% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 41
2.35% less ownership
Funds ownership: 70.8% → 68.45% (-2.4%)
6% less funds holding
Funds holding: 123 → 116 (-7)
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
59% less call options, than puts
Call options by funds: $1.65M | Put options by funds: $3.99M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$3.66M |
| 2 |
HFA
Harbert Fund Advisors
Birmingham,
Alabama
|
+$1.97M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$1.61M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.49M |
| 5 |
BlackRock
New York
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
-$2.59M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.09M |
| 4 |
RC
Roubaix Capital
Denver,
Colorado
|
-$1.58M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.52M |
CSV Hedge Fund Activity: Q2 2023 in Review
116 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q2 2023, worth a combined $332M — up 3.1% from $322M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of CSV and 7 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 39 added.
The largest buyer was Millennium Management, adding an estimated $3.66M. The largest seller was CenterBook Partners, exiting entirely with an estimated $2.59M sold.
- 116 institutional investors held Carriage Services (CSV) as of Q2 2023, down from 123 in Q1 2023.
- Funds reported $332M of Carriage Services stock for Q2 2023, up 3.1% quarter-over-quarter.
- 7 funds opened new Carriage Services positions in Q2 2023 and 14 closed out, a net change of -7 holders.
- The largest Carriage Services buyer in Q2 2023 was Millennium Management, an estimated $3.66M added.
- The largest Carriage Services seller in Q2 2023 was CenterBook Partners, an estimated $2.59M sold.
Based on aggregated 13F filings for Q2 2023.