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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
JFG
276
Jefferies Financial Group
New York
$493K +$503K +48,541 New
WMP
277
Wealth Management Partners
Arizona
$491K +$501K +48,370 New
Nordea Investment Management
278
Nordea Investment Management
Sweden
$479K
RCA
279
Riverview Capital Advisers
Massachusetts
$478K +$10.4K +1,000 +2%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$477K +$7.59K +733 +2%
SWP
281
Stratos Wealth Partners
Ohio
$472K -$80.4K -7,762 -14%
NMERB
282
New Mexico Educational Retirement Board
New Mexico
$470K -$15.5K -1,500 -3%
VPIM
283
Vanguard Personalized Indexing Management
California
$458K +$11.4K +1,100 +2%
MLICM
284
Metropolitan Life Insurance Company (MetLife)
New York
$455K -$136K -13,100 -23%
DAS
285
Dynamic Advisor Solutions
Arizona
$440K +$17.4K +1,679 +4%
CMTU
286
Capital Markets Trading (UK)
United Kingdom
$436K +$35K +3,381 +9%
JGC
287
J. Goldman & Co
New York
$435K -$10.6M -1,018,897 -96%
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$434K +$44.5K +4,294 +11%
IG
289
ING Group
Netherlands
$431K +$228 +22 +0.1%
Hotchkis & Wiley Capital Management
290
Hotchkis & Wiley Capital Management
California
$423K +$432K +41,700 New
IWM
291
IHT Wealth Management
Illinois
$403K +$51.4K +4,964 +14%
SPC
292
Sigma Planning Corp
Michigan
$397K -$70.7K -6,823 -15%
TWM
293
Triton Wealth Management
Arizona
$395K -$37.5K -3,620 -12%
Capstone Investment Advisors
294
Capstone Investment Advisors
New York
$382K +$302K +29,156 +343%
USCWA
295
U.S. Capital Wealth Advisors
Texas
$379K +$9.58K +925 +3%
US Bancorp
296
US Bancorp
Minnesota
$377K -$130K -12,589 -25%
DZ Bank
297
DZ Bank
Germany
$376K +$364K +35,182 +2,267%
PP
298
Prudential plc
United Kingdom
$376K +$52 +5 +0%
SCA
299
Snowden Capital Advisors
New York
$372K -$122K -11,795 -24%
GT
300
Glenmede Trust
Pennsylvania
$367K +$7.71K +744 +2%

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.