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Carnival Corporation Ltd

806 hedge funds and large institutions have $12.7B invested in Carnival Corporation Ltd in 2023 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 235 increasing their positions, 253 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 80

43% more capital invested

Capital invested by funds: $8.85B → $12.7B (+$3.81B)

8% more funds holding

Funds holding: 749806 (+57)

3.47% more ownership

Funds ownership: 57.57%61.04% (+3.5%)

7% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 253

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

45% less call options, than puts

Call options by funds: $1.15B | Put options by funds: $2.08B

Holders
806
Holders Change
+57
Holders Change %
+7.61%
% of All Funds
11.75%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
146
Increased
235
Reduced
253
Closed
80
Calls
$1.15B
Puts
$2.08B
Net Calls
-$933M
Net Calls Change
-$368M
Name Holding Trade Value Shares
Change
Change in
Stake
MLM
251
Mount Lucas Management
Pennsylvania
$1.2M +$380K +26,162 +68%
GPFA
252
Game Plan Financial Advisors
Ohio
$1.2M +$940K +64,745 New
SAM
253
Securian Asset Management
Minnesota
$1.18M -$124K -8,535 -12%
Los Angeles Capital Management
254
Los Angeles Capital Management
California
$1.18M -$4.38M -301,657 -83%
AWM
255
AE Wealth Management
Kansas
$1.16M -$23K -1,585 -2%
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$1.16M -$22.4K -1,542 -2%
Lido Advisors
257
Lido Advisors
California
$1.15M +$660K +45,490 +273%
LSERS
258
Louisiana State Employees Retirement System
Louisiana
$1.13M -$21.8K -1,500 -2%
Truist Financial
259
Truist Financial
North Carolina
$1.12M +$125K +8,608 +17%
RGI
260
River Global Investors
United Kingdom
$1.09M +$854K +58,858 New
VPIM
261
Vanguard Personalized Indexing Management
California
$1.07M +$63.2K +4,354 +8%
KAS
262
Kestra Advisory Services
Texas
$1.07M +$38.6K +2,659 +5%
CCM
263
Cinctive Capital Management
New York
$1.05M -$1.49M -102,482 -64%
VA
264
Vident Advisory
Georgia
$1.04M -$636K -43,809 -44%
MTIM
265
Marathon Trading Investment Management
Pennsylvania
$1.03M +$402K +27,700 +100%
WMP
266
Wealth Management Partners
Arizona
$1.02M +$46.6K +3,211 +6%
AAM
267
Advisors Asset Management
Colorado
$1.02M -$55.6K -3,831 -6%
M&T Bank
268
M&T Bank
New York
$1.02M +$12.1K +835 +2%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$1M +$55.9K +3,852 +8%
MS
270
Maven Securities
Jersey
$972K +$761K +52,410 New
GC
271
Guggenheim Capital
Illinois
$971K -$226K -15,547 -23%
NMERB
272
New Mexico Educational Retirement Board
New Mexico
$968K
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$948K +$66.1K +4,556 +10%
Franklin Resources
274
Franklin Resources
California
$928K -$103K -7,070 -12%
TYCC
275
Texas Yale Capital Corp
Florida
$927K +$726K +50,000 New

CCL Hedge Fund Activity: Q4 2023 in Review

806 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Carnival Corporation Ltd (CCL) for Q4 2023, worth a combined $12.7B — up 43% from $8.85B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new CCL positions and 80 closed out — a net gain of 66 holders — while 235 added to existing stakes and 253 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $291M. The largest seller was Renaissance Technologies, cutting an estimated $126M.

  • 806 institutional investors held Carnival Corporation Ltd (CCL) as of Q4 2023, up from 749 in Q3 2023.
  • Funds reported $12.7B of Carnival Corporation Ltd stock for Q4 2023, up 43% quarter-over-quarter.
  • 146 funds opened new Carnival Corporation Ltd positions in Q4 2023 and 80 closed out, a net change of +66 holders.
  • The largest Carnival Corporation Ltd buyer in Q4 2023 was Morgan Stanley, an estimated $291M added.
  • The largest Carnival Corporation Ltd seller in Q4 2023 was Renaissance Technologies, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2023.