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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
Allspring Global Investments
276
Allspring Global Investments
North Carolina
$926K -$28.3K -1,948 -4%
RCA
277
Riverview Capital Advisers
Massachusetts
$918K +$14.8K +1,022 +2%
WorldQuant Millennium Advisors
278
WorldQuant Millennium Advisors
New York
$902K +$37.2K +2,563 +6%
IFG
279
Independent Financial Group
California
$896K -$18.5K -1,275 -3%
SO
280
STRS Ohio
Ohio
$896K -$171K -11,800 -20%
TI
281
Tidal Investments
Wisconsin
$886K -$213K -14,686 -24%
AAS
282
Avantax Advisory Services
Texas
$882K -$56.4K -3,883 -8%
CAM
283
Cresset Asset Management
Illinois
$867K +$96.8K +6,670 +17%
MFG
284
MidWestOne Financial Group
Iowa
$866K +$678K +46,729 New
Teacher Retirement System of Texas
285
Teacher Retirement System of Texas
Texas
$858K -$461K -31,741 -41%
WAP
286
Wealthcare Advisory Partners
Pennsylvania
$857K -$42K -2,890 -6%
CC
287
Centiva Capital
New York
$848K +$492K +33,868 +285%
JFG
288
Jefferies Financial Group
New York
$846K +$663K +45,643 New
AWS
289
Atria Wealth Solutions
New York
$840K -$13.6K -940 -2%
USGIU
290
U.S. Global Investors (USGI)
Texas
$838K +$565K +38,900 +617%
CCFM
291
Clear Creek Financial Management
Washington
$821K +$408K +28,114 +174%
SWM
292
Silverlake Wealth Management
Vermont
$815K -$117K -8,069 -16%
CIM
293
Contravisory Investment Management
Massachusetts
$806K -$4.21K -290 -0.7%
SC
294
Scotia Capital
Ontario, Canada
$805K -$249K -17,131 -28%
JF
295
Jump Financial
Illinois
$803K +$138K +9,491 +28%
IC
296
IEQ Capital
California
$788K +$76K +5,234 +14%
SWP
297
Stratos Wealth Partners
Ohio
$785K -$53.7K -3,700 -8%
EDRH
298
Edmond de Rothschild Holding
Switzerland
$777K
BMCM
299
Bryn Mawr Capital Management
Pennsylvania
$772K -$108K -7,409 -15%
EGM
300
Engineers Gate Manager
New York
$766K -$4.8M -330,699 -89%

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.