Carriage Services
CSV
129 hedge funds and large institutions have $269M invested in Carriage Services in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 9 closing their positions.
2,393% more call options, than puts
Call options by funds: $2.82M | Put options by funds: $113K
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
13% more funds holding
Funds holding: 114 → 129 (+15)
7% more capital invested
Capital invested by funds: $252M → $269M (+$17M)
1.57% less ownership
Funds ownership: 67.2% → 65.63% (-1.6%)
18% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$1.94M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$1.4M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$903K |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$856K |
| 5 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$587K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MRCM
Mill Road Capital Management
Greenwich,
Connecticut
|
-$3.67M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.73M |
| 3 |
Millennium Management
New York
|
-$1.29M |
| 4 |
Group One Trading
Chicago,
Illinois
|
-$908K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$906K |
CSV Hedge Fund Activity: Q1 2024 in Review
129 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q1 2024, worth a combined $269M — up 6.7% from $252M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new CSV positions and 9 closed out — a net gain of 15 holders — while 36 added to existing stakes and 44 trimmed.
The largest buyer was BNP Paribas Financial Markets, adding an estimated $1.94M. The largest seller was Mill Road Capital Management, cutting an estimated $3.67M.
- 129 institutional investors held Carriage Services (CSV) as of Q1 2024, up from 114 in Q4 2023.
- Funds reported $269M of Carriage Services stock for Q1 2024, up 6.7% quarter-over-quarter.
- 24 funds opened new Carriage Services positions in Q1 2024 and 9 closed out, a net change of +15 holders.
- The largest Carriage Services buyer in Q1 2024 was BNP Paribas Financial Markets, an estimated $1.94M added.
- The largest Carriage Services seller in Q1 2024 was Mill Road Capital Management, an estimated $3.67M sold.
Based on aggregated 13F filings for Q1 2024.