Carriage Services
CSV
144 hedge funds and large institutions have $343M invested in Carriage Services in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 14 closing their positions.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
45% more call options, than puts
Call options by funds: $3.31M | Put options by funds: $2.29M
28% more capital invested
Capital invested by funds: $269M → $343M (+$74.2M)
17% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 42
8% more funds holding
Funds holding: 133 → 144 (+11)
2.63% more ownership
Funds ownership: 66.15% → 68.78% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.75M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$4.06M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.99M |
| 4 |
Morgan Stanley
New York
|
+$2.97M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$3.88M |
| 2 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$2.02M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.83M |
| 4 |
Renaissance Technologies
New York
|
-$1.8M |
| 5 |
DM
Deerfield Management
New York
|
-$1.44M |
CSV Hedge Fund Activity: Q3 2024 in Review
144 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q3 2024, worth a combined $343M — up 28% from $269M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CSV positions and 14 closed out — a net gain of 11 holders — while 49 added to existing stakes and 42 trimmed.
The largest buyer was Ameriprise, adding an estimated $9.75M. The largest seller was Assenagon Asset Management, cutting an estimated $3.88M.
- 144 institutional investors held Carriage Services (CSV) as of Q3 2024, up from 133 in Q2 2024.
- Funds reported $343M of Carriage Services stock for Q3 2024, up 28% quarter-over-quarter.
- 25 funds opened new Carriage Services positions in Q3 2024 and 14 closed out, a net change of +11 holders.
- The largest Carriage Services buyer in Q3 2024 was Ameriprise, an estimated $9.75M added.
- The largest Carriage Services seller in Q3 2024 was Assenagon Asset Management, an estimated $3.88M sold.
Based on aggregated 13F filings for Q3 2024.