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Carriage Services
CSV

153 hedge funds and large institutions have $436M invested in Carriage Services in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

654% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $190K

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

33% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 42

27% more capital invested

Capital invested by funds: $343M → $436M (+$92.5M)

6% more funds holding

Funds holding: 144 → 153 (+9)

3.11% more ownership

Funds ownership: 68.78% → 71.88% (+3.1%)

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
56
Reduced
42
Closed
14
Calls
$1.43M
Puts
$190K
Net Calls
+$1.24M
Net Calls Change
+$222K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.4M
2
DLP
De Lisle Partners
United Kingdom
+$4.58M
3
LSV Asset Management
LSV Asset Management
Illinois
+$2.41M
4
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
+$2.1M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.27M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$4.74M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.42M
3
KWM
Kingsview Wealth Management
Oregon
-$2.15M
4
Jane Street
Jane Street
New York
-$1.62M
5
Charles Schwab
Charles Schwab
California
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$60.4M -$4.74M -128,366 -8%
BlackRock
2
BlackRock
New York
$39.1M +$144K +3,897 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.6M -$525K -14,238 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.3M +$335K +9,080 +1%
LSV Asset Management
5
LSV Asset Management
Illinois
$23.5M +$2.41M +65,358 +12%
Renaissance Technologies
6
Renaissance Technologies
New York
$21.4M -$749K -20,300 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$16.7M +$15.4M +417,318 +48,981%
HA
8
Heartland Advisors
Wisconsin
$13.3M -$441K -11,950 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.6M +$39.5K +1,072 +0.3%
State Street
10
State Street
Massachusetts
$11.9M +$419K +11,351 +4%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$9.45M +$1.27M +34,342 +17%
Morgan Stanley
12
Morgan Stanley
New York
$7.72M +$506K +13,715 +8%
Boston Partners
13
Boston Partners
Massachusetts
$7.6M +$6.42K +174 +0.1%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$5.98M +$688K +18,661 +14%
RC
15
RBF Capital
California
$5.72M – – –
JP Morgan Chase
16
JP Morgan Chase
New York
$5.7M +$889K +24,098 +20%
Charles Schwab
17
Charles Schwab
California
$5.53M -$1.13M -30,500 -18%
N
18
Nuveen
North Carolina
$5.4M +$48K +1,301 +1%
NC
19
Nicholas Company
Wisconsin
$5.31M – – –
DLP
20
De Lisle Partners
United Kingdom
$4.96M +$4.58M +124,071 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.76M -$567K -15,356 -11%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$4.59M +$553K +15,000 +15%
Northern Trust
23
Northern Trust
Illinois
$4.56M +$157K +4,244 +4%
BA
24
Bard Associates
Illinois
$4.44M -$18.8K -510 -0.5%
KCM
25
Kennedy Capital Management
Missouri
$4.3M -$106K -2,871 -3%
1
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CSV Hedge Fund Activity: Q4 2024 in Review

153 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q4 2024, worth a combined $436M — up 27% from $343M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CSV positions and 14 closed out — a net gain of 12 holders — while 56 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $15.4M. The largest seller was Ameriprise, cutting an estimated $4.74M.

  • 153 institutional investors held Carriage Services (CSV) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $436M of Carriage Services stock for Q4 2024, up 27% quarter-over-quarter.
  • 26 funds opened new Carriage Services positions in Q4 2024 and 14 closed out, a net change of +12 holders.
  • The largest Carriage Services buyer in Q4 2024 was Fidelity Investments, an estimated $15.4M added.
  • The largest Carriage Services seller in Q4 2024 was Ameriprise, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2024.