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Carnival Corporation Ltd

709 hedge funds and large institutions have $5.81B invested in Carnival Corporation Ltd in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 255 increasing their positions, 197 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

29% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 197

22% more capital invested

Capital invested by funds: $4.75B → $5.81B (+$1.06B)

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

1% less funds holding

Funds holding: 715709 (-6)

2.09% less ownership

Funds ownership: 53.25%51.16% (-2.1%)

62% less call options, than puts

Call options by funds: $480M | Put options by funds: $1.26B

Holders
709
Holders Change
-6
Holders Change %
-0.84%
% of All Funds
11.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
86
Increased
255
Reduced
197
Closed
72
Calls
$480M
Puts
$1.26B
Net Calls
-$776M
Net Calls Change
-$316M
Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
251
Oxinas Partners Wealth Management
Indiana
$610K -$323K -31,200 -34%
GCP
252
GSA Capital Partners
United Kingdom
$609K +$621K +59,999 New
Janney Montgomery Scott
253
Janney Montgomery Scott
Pennsylvania
$608K -$19.5K -1,887 -3%
M&T Bank
254
M&T Bank
New York
$600K +$7.93K +766 +1%
WS
255
Wedbush Securities
California
$594K +$43.1K +4,164 +8%
Nisa Investment Advisors
256
Nisa Investment Advisors
Missouri
$594K +$174K +16,751 +40%
SPFA
257
Summit Place Financial Advisors
New Jersey
$588K -$1.29M -124,350 -68%
XT
258
XTX Topco
Cayman Islands
$578K +$589K +56,899 New
AWS
259
Atria Wealth Solutions
New York
$575K +$110K +10,654 +23%
IFG
260
Independent Financial Group
California
$574K +$64K +6,181 +12%
Qube Research & Technologies (QRT)
261
Qube Research & Technologies (QRT)
United Kingdom
$574K +$585K +56,517 New
KAS
262
Kestra Advisory Services
Texas
$570K -$54.3K -5,244 -9%
Allspring Global Investments
263
Allspring Global Investments
North Carolina
$566K -$18.7K -1,807 -3%
IWC
264
Integrated Wealth Concepts
Massachusetts
$564K +$71.2K +6,870 +14%
CB
265
Commerce Bank
Missouri
$560K +$19.1K +1,840 +3%
PAM
266
Panagora Asset Management
Massachusetts
$558K -$259K -24,974 -31%
Franklin Resources
267
Franklin Resources
California
$546K +$38.6K +3,725 +7%
IIM
268
INTECH Investment Management
Florida
$539K +$331K +31,989 +151%
JMPWA
269
JP Morgan Private Wealth Advisors
California
$535K -$1.07K -103 -0.2%
WAP
270
Wealthcare Advisory Partners
Pennsylvania
$528K +$42.9K +4,140 +9%
NB
271
Norinchukin Bank
Japan
$520K +$20.5K +1,978 +4%
Capital Fund Management (CFM)
272
Capital Fund Management (CFM)
France
$520K +$530K +51,186 New
KPF
273
K2 Principal Fund
Ontario, Canada
$508K +$518K +50,000 New
UOC
274
UBS O'Connor
Illinois
$500K +$510K +49,250 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
275
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$499K +$118K +11,439 +30%

CCL Hedge Fund Activity: Q1 2023 in Review

709 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q1 2023, worth a combined $5.81B — up 22% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new CCL positions and 72 closed out — a net gain of 14 holders — while 255 added to existing stakes and 197 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $73.4M. The largest seller was Truist Financial, cutting an estimated $379M.

  • 709 institutional investors held Carnival Corporation Ltd (CCL) as of Q1 2023, down from 715 in Q4 2022.
  • Funds reported $5.81B of Carnival Corporation Ltd stock for Q1 2023, up 22% quarter-over-quarter.
  • 86 funds opened new Carnival Corporation Ltd positions in Q1 2023 and 72 closed out, a net change of +14 holders.
  • The largest Carnival Corporation Ltd buyer in Q1 2023 was Citadel Advisors, an estimated $73.4M added.
  • The largest Carnival Corporation Ltd seller in Q1 2023 was Truist Financial, an estimated $379M sold.

Based on aggregated 13F filings for Q1 2023.