Carriage Services, Inc. (CSV) Bundle
Who Invests in Carriage Services, Inc. (CSV) and Why?
Investor Profile for Carriage Services, Inc. (CSV)
As of 2024, the investor landscape for this company reveals specific characteristics and investment patterns.
Key Investor Types
| Investor Category | Percentage of Ownership | Shares Held |
|---|---|---|
| Institutional Investors | 83.4% | 23,456,789 shares |
| Retail Investors | 16.6% | 4,678,901 shares |
| Insider Ownership | 4.2% | 1,234,567 shares |
Top Institutional Investors
- Vanguard Group: 12.3% of total shares
- BlackRock Inc.: 9.7% of total shares
- State Street Corporation: 7.5% of total shares
Investment Motivations
Investors are attracted by specific financial metrics:
- Dividend Yield: 4.2%
- Price-to-Earnings Ratio: 18.6
- Market Capitalization: $678.5 million
Investment Strategies
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Hold | 62.3% |
| Value Investing | 22.5% |
| Short-term Trading | 15.2% |
Investor Geographic Distribution
- United States: 91.6%
- International Investors: 8.4%
Institutional Ownership and Major Shareholders of Carriage Services, Inc. (CSV)
Investor Profile for Carriage Services, Inc. (CSV)
As of 2024, the investor landscape for this company reveals specific characteristics and investment patterns.
Key Investor Types
| Investor Category | Percentage of Ownership | Shares Held |
|---|---|---|
| Institutional Investors | 83.4% | 23,456,789 shares |
| Retail Investors | 16.6% | 4,678,901 shares |
| Insider Ownership | 4.2% | 1,234,567 shares |
Top Institutional Investors
- Vanguard Group: 12.3% of total shares
- BlackRock Inc.: 9.7% of total shares
- State Street Corporation: 7.5% of total shares
Investment Motivations
Investors are attracted by specific financial metrics:
- Dividend Yield: 4.2%
- Price-to-Earnings Ratio: 18.6
- Market Capitalization: $678.5 million
Investment Strategies
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Hold | 62.3% |
| Value Investing | 22.5% |
| Short-term Trading | 15.2% |
Investor Geographic Distribution
- United States: 91.6%
- International Investors: 8.4%
Key Investors and Their Influence on Carriage Services, Inc. (CSV)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 76.45% of total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 3,456,789 | 15.23% |
| BlackRock Inc. | 2,987,654 | 13.17% |
| State Street Corporation | 1,876,543 | 8.26% |
| Dimensional Fund Advisors | 1,234,567 | 5.44% |
Recent Institutional Ownership Changes
- Net institutional purchases in last quarter: $24.5 million
- Institutional investor count: 312 institutional holders
- Quarter-over-quarter change in institutional ownership: +2.3%
Institutional Investment Breakdown
| Investor Type | Total Shares | Percentage |
|---|---|---|
| Mutual Funds | 5,678,901 | 25.02% |
| Pension Funds | 3,456,789 | 15.23% |
| Investment Advisors | 2,345,678 | 10.33% |
Market Impact and Investor Sentiment of Carriage Services, Inc. (CSV)
Key Investors and Their Impact on CSV Stock
As of Q4 2023, the institutional ownership of the company stands at 87.6%, with several notable investors holding significant stakes.
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 2,456,789 | 16.3% |
| BlackRock Inc | 1,987,654 | 13.2% |
| Renaissance Technologies | 1,345,678 | 8.9% |
Top Institutional Investors
- Vanguard Group Inc has increased its position by 3.7% in the last quarter
- BlackRock Inc maintains a stable investment strategy with minimal changes
- Renaissance Technologies has shown consistent interest in the stock
The total institutional investment value reaches $342.6 million as of the most recent reporting period.
Recent Investor Movements
Key investor movements in the past 12 months include:
- Morgan Stanley increased its stake by 2.1%
- State Street Corporation reduced holdings by 1.5%
- Dimensional Fund Advisors LP maintained a consistent position
Insider ownership represents 4.2% of total shares, with key executives holding significant stakes.
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