Carriage Services
CSV
114 hedge funds and large institutions have $252M invested in Carriage Services in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 20 closing their positions.
27% more call options, than puts
Call options by funds: $2.33M | Put options by funds: $1.84M
1.32% less ownership
Funds ownership: 68.52% → 67.2% (-1.3%)
4% less funds holding
Funds holding: 119 → 114 (-5)
13% less capital invested
Capital invested by funds: $290M → $252M (-$38.1M)
14% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 42
15% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.43M |
| 2 |
RP
Repertoire Partners
New York
|
+$2.09M |
| 3 |
Millennium Management
New York
|
+$2.03M |
| 4 |
BlackRock
New York
|
+$1.9M |
| 5 |
Two Sigma Investments
New York
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
-$4.84M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$4.35M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.04M |
| 4 |
Walleye Capital
New York
|
-$2.32M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.87M |
CSV Hedge Fund Activity: Q4 2023 in Review
114 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q4 2023, worth a combined $252M — down 13% from $290M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of CSV and 17 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 36 added.
The largest buyer was Morgan Stanley, adding an estimated $4.43M. The largest seller was Fenimore Asset Management, exiting entirely with an estimated $4.84M sold.
- 114 institutional investors held Carriage Services (CSV) as of Q4 2023, down from 119 in Q3 2023.
- Funds reported $252M of Carriage Services stock for Q4 2023, down 13% quarter-over-quarter.
- 17 funds opened new Carriage Services positions in Q4 2023 and 20 closed out, a net change of -3 holders.
- The largest Carriage Services buyer in Q4 2023 was Morgan Stanley, an estimated $4.43M added.
- The largest Carriage Services seller in Q4 2023 was Fenimore Asset Management, an estimated $4.84M sold.
Based on aggregated 13F filings for Q4 2023.