Carriage Services
CSV
133 hedge funds and large institutions have $269M invested in Carriage Services in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 19 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 28
26% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 19
20% more call options, than puts
Call options by funds: $3.03M | Put options by funds: $2.53M
3% more funds holding
Funds holding: 129 → 133 (+4)
0.52% more ownership
Funds ownership: 65.63% → 66.15% (+0.52%)
0% more capital invested
Capital invested by funds: $269M → $269M (+$661K)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$4.03M |
| 2 |
PP
Praetorian PR
Rincon,
Puerto Rico
|
+$1.82M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.74M |
| 4 |
Renaissance Technologies
New York
|
+$1.23M |
| 5 |
Jane Street
New York
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFA
Harbert Fund Advisors
Birmingham,
Alabama
|
-$5.64M |
| 2 |
Morgan Stanley
New York
|
-$4.12M |
| 3 |
RP
Repertoire Partners
New York
|
-$2.52M |
| 4 |
Millennium Management
New York
|
-$2.29M |
| 5 |
BlackRock
New York
|
-$1.84M |
CSV Hedge Fund Activity: Q2 2024 in Review
133 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q2 2024, worth a combined $269M — up 0.25% from $269M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new CSV positions and 19 closed out — a net gain of 5 holders — while 59 added to existing stakes and 28 trimmed.
The largest buyer was Assenagon Asset Management, adding an estimated $4.03M. The largest seller was Harbert Fund Advisors, exiting entirely with an estimated $5.64M sold.
- 133 institutional investors held Carriage Services (CSV) as of Q2 2024, up from 129 in Q1 2024.
- Funds reported $269M of Carriage Services stock for Q2 2024, up 0.25% quarter-over-quarter.
- 24 funds opened new Carriage Services positions in Q2 2024 and 19 closed out, a net change of +5 holders.
- The largest Carriage Services buyer in Q2 2024 was Assenagon Asset Management, an estimated $4.03M added.
- The largest Carriage Services seller in Q2 2024 was Harbert Fund Advisors, an estimated $5.64M sold.
Based on aggregated 13F filings for Q2 2024.